Import Opportunities from a .CSV File

To import opportunities into Deltek Resource Planning from a .CSV (comma-separated values) file rather than entering them individually, click Opportunities on the Imports tab in the Integrations & Imports area of the Configuration workspace.

The option to import opportunities is only available if you activated the CRM module. If that module is activated, you can also click + Add Opportunity in the Opportunities area in the Business Development workspace to add opportunities individually or to import groups of opportunities from GovWin IQ. If you have not activated the CRM module, you can click + Add Opportunity in the Opportunities area in the Resource Planning workspace to add opportunities individually.

Prerequisites:

• Before you start this procedure, you must generate a .CSV file containing the opportunity information that you want to import. For example, if you are switching from another CRM application to Deltek Resource Planning, it is likely that you can export your opportunity data from your old CRM application into a .CSV file and then import it into the Deltek Resource Planning database, rather than adding each of the opportunities individually using the Add Opportunities form.
• Carefully review the data in the .CSV file to make sure it is correct and consistent. This is particularly important for opportunity names, company names, organization names, and contact names. Even minor differences in these from record to record will result in duplicate records in Deltek Resource Planning.
• Tablets and other devices that use the iOS operating system cannot upload files through the browser. You must run the import process using a different device, such as a laptop or an Android tablet.

For more information: Importing Opportunities from a .CSV File

To import contacts into Deltek Resource Planning from a .CSV file, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek Resource Planning page to go to the Integrations & Imports area.
2. Click the Imports tab.
3. Click Opportunities.
4. On the Import Opportunities From CSV dialog box, click BROWSE, navigate to and select the .CSV file, and click Open.
5. Click Next. The Import Opportunities From CSV dialog box displays a list of fields from your .CSV file and Do not import displays by default in DELTEK CRM FIELD in all rows.
6. Use the options at the top of the dialog box to indicate what you want to happen if the import process discovers that an opportunity to be imported already exists in Deltek Resource Planning:
   • Do not import duplicate records: No information is imported for a duplicate opportunity.
   • Update duplicate records: If a field in the existing opportunity record is blank or contains information that is different from information in the mapped field in the .CSV file, the field in the existing record is updated with the information from the .CSV file.
7. For each field in the .CSV file that you want to import, click in DELTEK FIELD on that grid row and select the Deltek Resource Planning field to which you want to map the field in the .CSV file. If the .CSV file contains fields that you do not want to import into Deltek Resource Planning, make sure that DELTEK FIELD contains Do not import for those fields. The import process only includes data in mapped fields. (If you need to select the Do not import option, it is located at the end of the DELTEK FIELD drop-down list.)
8. To start the import process, click Import. If any of the imported opportunity records include a company or a contact that does not yet exist in Deltek Resource Planning, a list of those companies and contacts displays on the New Company/Contact Records dialog box. Review the list and clear the check boxes for any companies or contacts that you do not want the import process to create. Click Add Selected Records to start the import process.

   Depending on the number of records to be imported, the import process can take a while. You can continue working in Deltek Resource Planning while you wait for it to finish.

   The import process does the following:

   • It adds records for opportunities that do not exist in Deltek Resource Planning.
   • If you selected Update duplicate records, it updates mapped fields in Deltek Resource Planning based on the information in the .CSV file for any opportunities that already exist in Deltek Resource Planning.
   • It adds records for any new companies and contacts that you selected on the New Company/Contact Records dialog box.