Deltek Vantagepoint Help

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Data Import Utility

Use the Data Import utility to create and update user-defined hub records by uploading comma-separated values (CSV) files.

When you upload a file, Vantagepoint:
  • Loads the first 10 records into the grid of the Import utility
  • Attempts to map each column from the import file to a database column by using the column caption from the import file
  • Displays the column captions from the import file
When you import the data, Vantagepoint:
  • Validates the record against your database and configuration, checking for errors
  • Displays a count of the number of rows imported
  • Imports all valid records
  • Provides a file that lists any non-valid records in an error table for you to review, correct, and re-validate

Other Available Imports

You can only use the Data Import utility for importing user-defined hub records. Vantagepoint provides additional import features in the browser and in the desktop application. The data imports that are available to you depend on the Vantagepoint modules that your enterprise has activated. For a list of additional import types, see Available Imports.

Security Requirements

To import data to a user-defined hub, you must belong to a role that has the following permissions:
  • Access to the Data Import form

    On the Roles form (Settings > Security > Roles), under Utilities, you must select Imports & Exports and Data Import.

  • Access to the user-defined hub and at least add/modify rights for that hub
  • Field level security access/update rights to the fields being imported

Considerations in Using Data Import

Before you begin importing data, you should update the import file column captions to match the Vantagepoint column captions. This enables the auto-mapping feature to streamline the import process. If you intend to import an Excel file, save the Excel file as a comma-delimited text file.

Update Existing Records

To update existing user-defined hub information, select the Update Existing Records option on the Data Import form. This option only applies to individual hub records.

If you are updating an existing record, you need to map the key field (for example, User Defined Account) and the fields that you are updating. Include only those records in the source file that have a value. If a blank is found in the source file, the blank is imported over the data currently in the field. You can retrieve unique identifiers for user-defined hub records by exporting the records from list view as an Excel file and then choosing to include codes as columns.