The Import Project Assignments from CSV dialog box first prompts you to select your .CSV file.
| Field | Description |
|---|
| BROWSE
|
Click
BROWSE, navigate to and select the .CSV file, and click
Open.
|
| Next
|
Click
Next to go to the next step in preparing for the import process.
|
After you select the .CSV file and click
Next, the Import Project Assignments from CSV dialog box displays a different set of controls so you can map the fields in the .CSV file to
Deltek CRM fields and start the import process.
| Field | Description |
|---|
| Do not import duplicate records
|
If you do not want the import process to import any information for a project assignment that already exists in
Deltek CRM, select this option.
|
| Update duplicate records
|
If you want the import process to update fields in
Deltek CRM for a project assignment that already exists, select this option. If a field in the existing project assignment 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.
|
| SOURCE FILE FIELD
|
This column contains the field names from your .CSV file.
Deltek CRM assumes that the first row of the .CSV file is a header row and that the values in that row are the field names.
|
| DELTEK FIELD
|
Use the fields in this column to select the
Deltek CRM project assignment field that corresponds to each of the .CSV file fields that you want to import. If the .CSV file contains fields that you do not want to import, select
Do not import for those fields.
The first time you display this dialog box, it attempts to provide default field mappings based on the field names in your .CSV file and the field names in
Deltek CRM. Review those default mappings and change any that are incorrect. Thereafter, your previous field mappings display by default.
|
| SAMPLE VALUE
|
This column displays the value for each field from the first data row in your .CSV file.
|
| Project Assignments to be imported
|
This field displays the number of project assignment records that your .CSV file contains.
|
| Import
|
To start the import process, click this button.
The import process does the following:
- It adds records for project assignments 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 project assignments that already exist in
Deltek CRM.
|
| Cancel
|
To close the dialog box without running the import process, click this button. If you mapped fields, you will have to do the mapping again if you decide to run the import at a later time.
|
on the left edge of the
Deltek CRM page to go to the Integrations & Imports area.