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.

The option to import employee credentials is only available if you activated the Resource Planning module.

Prerequisites:
  • Before you start this procedure, you must generate a .CSV file containing the employee credentials that you want to import. A common practice is to download credentials information to Microsoft® Excel® and save the spreadsheet as a .CSV file.
  • 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. If you are using an iOS device, the import option is disabled on the Imports tab in the Integrations & Imports area.
To import employee credentials 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 Employee Credentials.
  4. On the Import Employee Credentials From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
  5. Click Next. The Import Employee Credentials From CSV dialog box displays a list of fields from your .CSV file and a default mapping to employee credentials fields in Deltek CRM. If Do not import displays in DELTEK FIELD, Deltek CRM was unable to determine how to map that .CSV field.
  6. Do one of the following:
    • Select Do not import duplicate records if you do not want to import any information for an employee credentials record that already exists in Deltek CRM.
    • Select Update duplicate records if you want the import process to update an existing employee credentials record if a field in that record is blank or contains information that is different from information in the mapped field in the .CSV file.
    • Select Delete existing records and import if you want the import process to delete all employee credentials records for all employees in Deltek CRM and then import the contents of the .CSV file. This option is useful if the .CSV file always contains all the current credentials for all of your employees.
  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 imports data from fields that you map to a Deltek field.
  8. To start the import process, click Import.

    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:
    • If you selected Delete existing records and import, it deletes all existing credentials for all employees currently in Deltek CRM.
    • It adds records for employee credentials 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 employee credentials that already exist in Deltek CRM.
Parent Topic: How to...