Import Project Information from CSV Dialog Box

Use the Import Projects From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import project information from the .CSV file.

Location

To display the Import Projects from CSV dialog box, complete the following steps:

In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Integrations & Imports area.
Click the Imports tab.
Click Project Information.

Contents

The Import Projects 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 Projects 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 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 that already exists, select this option. If a field in the existing project 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 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.
Projects to be imported	This field displays the number of projects that your .CSV file contains.
Import	To start the import process, click this button. If any of the imported project records includes a client that does not yet exist in `Deltek CRM`, a list of those clients displays on the New Client Records dialog box. Review the list, clear the check boxes for any clients that you do not want the import process to create, and click Add Selected Records. The import process does the following: It adds records for projects 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 projects that already exist in `Deltek CRM`. It adds records for any new clients that you selected on the New Client Records dialog box.
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.