Import Contacts from a .CSV File

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

Alternative: You can also add contacts individually by clicking + Add Contact in the Contacts area of the Business Development workspace.

Prerequisite:
  • Before you start this procedure, you must generate a .CSV file containing the contact information that you want to import. For example, a firm that maintains its contact information in Microsoft® Outlook® can export that information from Outlook into a .CSV file.
  • 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.
To import contacts into Deltek CRM from a .CSV file, complete the following steps:
  1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Integrations & Imports area.
  2. Click the Imports tab.
  3. Click Contacts.
  4. On the Import Contacts From CSV dialog box, click BROWSE, navigate to and select the .CSV file, and click Open.
  5. Click Next. The Import Contacts From CSV dialog box displays a list of fields from your .CSV file and a default mapping to contact fields in Deltek CRM. If Do not import displays in DELTEK FIELD instead of a field name, Deltek CRM was unable to determine how to map that .CSV field.
  6. Use the options at the top of the dialog box to indicate what you want to happen if the import process discovers that a contact to be imported already exists in Deltek CRM:
    • Do not import duplicate records: No information is imported for a duplicate contact.
    • Update duplicate records: If a field in the existing contact 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. Review the default field mappings to verify that all fields in the .CSV file are mapped to the correct field in Deltek CRM. If a default mapping is incorrect, click in DELTEK FIELD on that grid row and select the correct field. If Do not import displays in DELTEK FIELD and you want to import the data in that .CSV field, click in DELTEK FIELD and select the correct field.

    If the .CSV file contains fields that you do not want to import into Deltek CRM, make sure that DELTEK FIELD contains Do not import for those fields. The import process only includes data in mapped fields. (The Do not import option 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 contact records include a company in the company field that does not yet exist in Deltek CRM, a list of those companies displays on the New Company Records dialog box. Review the list and clear the check boxes for any companies 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 CRM while you wait for it to finish.

    The import process does the following:
    • It adds records for contacts that do not exist in Deltek CRM.
    • If you selected Update duplicate records, it updates mapped fields in Deltek CRM based on the information in the .CSV file for any contacts that already exist in Deltek CRM.
    • It adds records for any new companies that you selected on the New Company Records dialog box.
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