Integrations & Imports Area of Configuration: Imports Tab
Use the Imports tab in the Integrations & Imports area of Configuration to import contacts, employees, and opportunities into Deltek CRM from .CSV files.
Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import processes using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the options on this tab are disabled.
Contents
In each case, when you click one of the links described below, you then select the .CSV file and map fields in the .CSV file to fields in Deltek CRM before starting the import process.
| Field | Description |
|---|---|
| Contacts |
To import contacts into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information, see Importing Contacts from a .CSV File. |
| Opportunities |
To import opportunities into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Opportunities from a .CSV File. |
| Employees | To import employees into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employees from a .CSV File. |
| Employee Skills |
To import employee skills into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Skills for a .CSV File. The option to import employee skills is only available if you activated the Resource Planning module. |
| Employee Education |
To import employee education information into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Education from a .CSV File. The option to import employee education information is only available if you activated the Resource Planning module. |
| Employee Credentials |
To import employee credentials into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Credentials from a .CSV File. The option to import employee credentials is only available if you activated the Resource Planning module. |
| Employee Citizenship |
To import employee citizenship information into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Employee Citizenship from a .CSV File. The option to import employee citizenship information is only available if you activated the Resource Planning module. |
| Generic Staff |
To import generic resources into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Generic Staff from a .CSV File. The option to import generic staff is only available if you activated the Resource Planning module. |
| Project Information |
To import projects into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Project Information from a .CSV File. The option to import projects is only available if you activated the Resource Planning module. |
| Project Assignments |
To import resource assignments for projects into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Project Assignments from a .CSV File. The option to import project assignments is only available if you activated the Resource Planning module. |
| Historical Hours |
To import historical (actual) labor hours into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Historical Hours from a .CSV File. The option to import historical hours is only available if you activated the Resource Planning module. |
| Lists |
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, click this link. For more information on the import process, see Importing Lists from a .CSV File. The option to import lists is only available if you activated the Resource Planning module. |
| Organizations |
To import organizations into Deltek CRM from a .CSV (comma-separated values) file, click this link. For more information on the import process, see Importing Organizations from a .CSV File. The option to import organizations is only available if you activated the Resource Planning module and if you select the Variable organization structure type on the Organization tab in the General area of the Configuration workspace. |