Confirm Data After Initial Import

After the initial data import from Salesforce to Deltek, it is import to verify the accuracy of the data that was imported before

To confirm data after import:

Review the following:

• Review your labels and lists to ensure values are correct paying special attention to list values that were appended to the List.
• If you select to Update records as well, make sure your list values match your values in Salesforce to ensure you don't have duplicate values on update.
• Review a few Opportunities, Firms (Accounts), and Contacts. Remember that information is pulled in based on Opportunities, so only accounts and contacts that are related to imported opportunities will be imported.