Configuration: Integrations and Imports

Use the Integrations and Imports area in the Configuration workspace to integrate Deltek CRM with other business applications and to import data into Deltek CRM from other sources.

Be aware that changes to configuration settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of Deltek CRM and then log back in.

Related topics:

  • 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.
  • Fields and Options
    These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Integrations and Imports area of the Configuration workspace.
  • Learn More About...
    Understanding key concepts, components, and procedures will help you realize the most benefit from integrations with other business applications and ensure that the data import processes consistently bring in exactly the data you want.
Parent Topic: Configuration Workspace