Integrations & Imports Area of Configuration: Imports Tab
Use the Imports tab in the Integrations & Imports area of Configuration to import contacts, employees, and opportunities into Deltek Resource Planning from .CSV files.
Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import processes using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the options on this tab are disabled.
Contents
In each case, when you click one of the links described below, you then select the .CSV file and map fields in the .CSV file to fields in Deltek Resource Planning before starting the import process.
| Field | Description |
|---|---|
| Contacts |
To import contacts into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information, see Importing Contacts from a .CSV File. The option to import contacts is only available if you activated the CRM module. |
| Opportunities |
To import opportunities into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Opportunities from a .CSV File. The option to import opportunities is only available if you activated the CRM module. |
| Employees | To import employees into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employees from a .CSV File. |
| Employee Skills |
To import employee skills into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Skills for a .CSV File. |
| Employee Education |
To import employee education information into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Education from a .CSV File. |
| Employee Credentials |
To import employee credentials into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Credentials from a .CSV File. |
| Employee Citizenship |
To import employee citizenship information into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Citizenship from a .CSV File. |
| Generic Staff |
To import generic resources into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Generic Staff from a .CSV File. |
| Project Information |
To import projects into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Project Information from a .CSV File. |
| Project Assignments |
To import resource assignments for projects into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Project Assignments from a .CSV File. |
| Historical Hours |
To import historical (actual) labor hours into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Historical Hours from a .CSV File. |
| Lists |
To import lists of valid values for fields such as employee attribute fields (a list of possible skills, for example) into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Lists from a .CSV File. |
| Organizations |
To import organizations into Deltek Resource Planning from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Organizations from a .CSV File. |