Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Import Records from Comma-Separated Values (.csv) Files

If you have access to the Import and Export utilities in the browser application, you can run an import process that adds multiple records from comma-separated values (.csv) files into Vantagepoint. This allows you to quickly add multiple records into the application.

Video: See related video below.

When you run the import process, a new record is added in Vantagepoint for each record in the .csv file that does not already exist in the database. For this to occur, information between the two applications is mapped according to type of record (contact, employee, and so on). Vantagepoint runs a check to ensure there are no duplicate records in the database.

The import can include any standard or custom data that you enter on any tabs in the area, with the exception of fields in grids. Data that you enter in the grids cannot be imported.

Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import process using a different device, such as a laptop or an Android tablet.

Video

Title Description

Import Data for CRM

Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.