Deltek Talent Management

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Import Contacts

You can import contacts information stored in your computer.

The files must be saved as .CSV files to upload. During the import process, Deltek Talent will allow you to pick the columns from the CSV file and relate them to system columns so that the contact information are parsed correctly.

Required columns that are needed to upload are the First Name, Last Name, Email Address, and Source.

Download the sample_contacts_upload.csv sample file provided on the Import Contacts screen and use it as a guide.

To import contacts, complete the following steps:

  1. In the Upload CSV File field, click Browse.
  2. Locate the file in your computer, then click Open.
  3. Click Upload.
  4. Map the imported fields against Deltek Talent system fields. The rows in the File Content column pertain to the information located in the upload file, so for example, your file contains a First Name column, in the File Content column, you will see the First Name row.
    1. In the Contact Info column, click the drop-down list and select First Name.
    2. Repeat step 4.a for every row in the File Content column. If a row does not have a logical match in the Contact Information column, leave it in the default value of None.
  5. After you correctly match all File Content columns, select the Check to ignore the first row because it is a header row check box if your file has a header row.
  6. Click Import Contact List. Your contacts will now be shown on the Manage Contacts page.
  7. Refresh the Manage My Contacts screen to see your imported contacts in the listing.