Import Employee Citizenship from CSV Dialog Box

Use the Import Employee Citizenship From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek Resource Planning and to run the process to import employee citizenship information from the .CSV file.

Location

To display the Import Employee Citizenship from CSV dialog box, 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 Employee Citizenship.

Contents

The Import Employee Citizenship from CSV dialog box first prompts you to select your .CSV file.

Field Description
BROWSE Click BROWSE, navigate to and select the .CSV file, and click Open.
Next Click Next to go to the next step in preparing for the import process.

After you select the .CSV file and click Next, the Import Employee Citizenship from CSV dialog box displays a different set of controls so you can map the fields in the .CSV file to Deltek Resource Planning fields and start the import process.

Field Description
Do not import duplicate records If you do not want the import process to import any information for an employee citizenship record that already exists in Deltek Resource Planning, select this option.
Update duplicate records If you want the import process to update fields in Deltek Resource Planning for an employee citizenship record that already exists, select this option. If a field in the existing employee citizenship 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.
Delete existing records and import if you want the import process to delete all citizenship records for all employees in Deltek Resource Planning and then import the contents of the .CSV file, select this option. This option is useful if the .CSV file always contains all the current citizenship information for all of your employees.
SOURCE FILE FIELD

This column contains the field names from your .CSV file.

Deltek Resource Planning assumes that the first row of the .CSV file is a header row and that the values in that row are the field names.

DELTEK FIELD

Use the fields in this column to select the Deltek Resource Planning employee citizenship field that corresponds to each of the .CSV file fields that you want to import. If the .CSV file contains fields that you do not want to import, select Do not import for those fields.

The first time you display this dialog box, it attempts to provide default field mappings based on the field names in your .CSV file and the field names in Deltek Resource Planning. Review those default mappings and change any that are incorrect. Thereafter, your previous field mappings display by default.

SAMPLE VALUE This column displays the value for each field from the first data row in your .CSV file.
Employee citizenship to be imported This field displays the number of employee citizenship records that your .CSV file contains.
Import To start the import process, click this button.
The import process does the following:
  • If you selected Delete existing records and import, it deletes all existing citizenship records for all employees currently in Deltek Resource Planning.
  • It adds records for employee citizenship records 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 employee citizenship records that already exist in Deltek Resource Planning.
Cancel To close the dialog box without running the import process, click this button. If you mapped fields, you will have to do the mapping again if you decide to run the import at a later time.