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.

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

Prerequisites:
  • You can only import organizations if you selected the Variable organization structure type on the Organization tab in the General area of the Configuration workspace. If you selected Fixed or did not select a structure type, this import option is not available. If you have a Fixed organization structure, you set up your organizations on the Organization tab rather than importing them.
  • Before you start this import procedure, generate a .CSV file containing the organization information that you want to import. A common practice is to download organization 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 organizations 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 Organizations.
  4. On the Import Organizations From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
  5. Click Next. The Import Organizations From CSV dialog box displays a list of fields from your .CSV file and a default mapping to organization 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 organization that already exists in Deltek CRM.
    • Select Update duplicate records if you want the import process to update an existing organization 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.
  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 organizations 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 organizations that already exist in Deltek CRM.
Parent Topic: How to...