How to...

Use the tabs, forms, and dialog boxes in the Integrations and Imports area of Utilities to integrate Deltek with other business applications and import data into Deltek from other sources.

Related Topics:

  • Set Up Access to the Application Programming Interfaces (APIs)
    If you want to use any of the APIs to import data from other applications into Deltek, use the Generate Secret button on the API Authorization tab of the Integrations & Imports form to generate the ID and secret that your applications will use to access Deltek through the APIs.
  • Import Records from .CSV Files
    If you have access to Utilities > Integrations and Imports, you can run an import process that adds multiple records from .CSV (comma-separated values) files into Deltek. This allows you to quickly add multiple records into the application.
  • Use European Tax Validation with a Firm Record
    When Deltek is configured to use the vatlayer API validation service, you can ensure that valid tax registration numbers are entered for firm in the European Union. These options enable the Deltek API to validate the firm's tax registration number with the Belgian VAT Desk.
  • Set Up Integration with Ajera
    You can connect your Ajera instance to Deltek to synchronize data between the two applications.
  • Connect Your GovWin IQ Instance
    You must connect your GovWin IQ instance and enter the GovWin IQ account information before you can integrate with Deltek.
  • Set Up Integration with Kona Business
    To implement Kona integration with Deltek, obtain your Kona Business client ID and client secret and enter them on the Kona tab of Integrations and Imports (Utilities > Integrations & Imports > Kona). This allows you to share and collaborate on opportunity and project information in the Opportunities and Projects hubs.
  • Integrate with Salesforce
    Use Salesforce Integration to connect your Salesforce instance and link opportunity, account, and contact records to Deltek.
Parent Topic: Integrations and Imports