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.

The option to import lists of valid values for system fields is only available if you activated the Resource Planning module.

Alternative: You can also enter list values individually on the Lists tab in the Customization area of the Configuration workspace.

Prerequisites:
  • Before you start this procedure, you must generate a .CSV file containing the list information that you want to import. A common practice is to download list 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 lists 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 Lists.
  4. On the Import Lists From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
  5. Click Next. The Import Lists From CSV dialog box displays a list of fields from your .CSV file and a default mapping to list 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. Use the options at the top of the dialog box to indicate what you want to happen if the import process discovers that a list value to be imported already exists in Deltek CRM:
    • Do not import duplicate records: No information is imported for a duplicate list value.
    • Update duplicate records: If a field in the existing list 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 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:
    • It adds records for list values 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 list values that already exist in Deltek CRM.
Parent Topic: How to...