How to...

In the Integrations & Imports area of the Configuration workspace, you can integrate Deltek CRM with other business applications and import data into Deltek CRM from other sources.

Related topics:

  • Set Up Access to the Application Programming Interfaces (APIs)
    If you want to use any of the APIs to import data from other applications into Deltek CRM, use the Generate Secret button under API Authorization on the Integrations tab of the Integrations & Imports area in Configuration to generate the ID and secret that your applications will use to access Deltek CRM through the APIs.
  • Set Up Integration with GovWin IQ
    To implement the features that integrate Deltek CRM with GovWin IQ, use the Integrations & Imports area in the Configuration workspace to enter your firm's GovWin IQ account information.
  • Set Up Integration with Kona Business
    To implement Kona integration with Deltek CRM, obtain your Kona Business client ID and client secret and enter them in the Integrations & Imports area of the Configuration workspace in Deltek CRM.
  • Import Employees from a .CSV File
    To import employees into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Import From CSV in the Employees & Users area of the Configuration workspace or click Employees on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Employee Skills from a .CSV File
    To import employee skills into Deltek CRM from a .CSV (comma-separated values) file, click Employee Skills on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Employee Education from a .CSV File
    To import employee education records into Deltek CRM from a .CSV (comma-separated values) file, click Employee Education on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Employee Credentials from a .CSV File
    To import employee credentials into Deltek CRM from a .CSV (comma-separated values) file, click Employee Credentials on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Employee Citizenship from a .CSV File
    To import employee citizenship records into Deltek CRM from a .CSV (comma-separated values) file, click Employee Citizenship on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Generic Staff from a .CSV File
    To import generic resources into Deltek CRM from a .CSV (comma-separated values) file, click Generic Staff on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Project Information from a .CSV File
    To import projects into Deltek CRM from a .CSV (comma-separated values) file, click Project Information on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Project Assignments from a .CSV File
    To import resource assignments to projects into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Project Assignments on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Historical Hours from a .CSV File
    To import historical (actual) hours for employees into Deltek CRM from a .CSV (comma-separated values) file, click Historical Hours on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Lists from .CSV Files
    To import lists of valid values for fields such as employee attribute fields (a list of possible skills, for example) into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Lists on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Organizations from a .CSV File
    To import organizations into Deltek CRM from a .CSV (comma-separated values) file, click Organizations on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • Import Opportunities from a .CSV File
    To import opportunities into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Opportunities on the Imports tab in the Integrations & Imports area of the Configuration workspace.
  • 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.
  • Set Up Email Service for System-Generated Email
    If you installed Deltek CRM on your own server, use the Communications tab in the Integrations & Imports area of Configuration to set up email service so that Deltek CRM can generate and send email such as processing error alerts and log-in assistance messages.
Parent Topic: Configuration: Integrations and Imports