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Understanding key concepts, components, and procedures will help you realize the most benefit from integrations with other business applications and ensure that the data import processes consistently bring in exactly the data you want.

Related topics:

  • Integration of Deltek CRM with GovWin IQ
    GovWin IQ from Deltek is integrated with Deltek CRM so that you can import opportunities from GovWin IQ into Deltek CRM. Deltek's GovWin IQ helps government contractors win more business by providing a centralized and detailed platform for insight into opportunities at all stages of the contracting lifecycle. GovWin IQ provides comprehensive information surrounding each opportunity to save you critical time hunting for the right contacts, identify opportunities well in advance of public notices, and locate teaming partners.
  • Imported GovWin IQ Opportunity Data
    Integration with GovWin IQ enables you to add new opportunities in Deltek CRM by importing opportunities, with their associated data, from GovWin IQ.
  • Integration of Deltek CRM with Kona Business
    Kona from Deltek can be integrated with Deltek CRM to support collaboration among those working on an opportunity. Kona is a private and secure collection of work spaces that members of the team associated with an opportunity can use to communicate, share documents, assign and manage tasks, and schedule events.
  • Importing Employees from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add multiple employees, you can often accomplish that more quickly and efficiently if you export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Employee Skills from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update skills for your employees in Deltek CRM, you can export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Employee Education from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update education information for your employees in Deltek CRM, you can export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Employee Credentials from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update credentials for your employees in Deltek CRM, you can export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Employee Citizenship from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update citizenship information for your employees in Deltek CRM, you can export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Generic Staff from a .CSV File
    Your resource planners may not know which employees will staff a project, particularly prospective projects. Generic resources enable a planner to assign a placeholder for a type of employee without having to select an actual person, while they determine whether to fill staffing needs with existing employees or to hire new staff for the project. When you first implement Deltek CRM and any other time when you need to add multiple generic resources, you can either export the information from the application in which you maintain generic resource information into a .CSV (comma-separated values) file or enter the information into the .CSV file manually, and then import it from that file into Deltek CRM.
  • Importing Project Information from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update project information in Deltek CRM, you can export the information from the application in which you maintain project information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Project Assignments from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update employee assignments to projects in Deltek CRM, you can export the information from the application in which you currently maintain project assignment information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Historical Hours from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add the actual hours your employees have charged to projects, you can export the information from the application in which you maintain project labor transaction information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Lists from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add or update lists of valid values for fields such as employee attribute fields (the list of possible employee skills, for example), you can export the information from the application in which you maintain those lists into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Organizations from a .CSV File
    If you configured Deltek CRM for the variable organization structure, you can export the information from the application in which you maintain your organization structure into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Opportunities from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add multiple opportunities, you can often accomplish that more quickly and efficiently if you export the information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Importing Contacts from a .CSV File
    When you first implement Deltek CRM and any other time when you need to add multiple contacts, you can often accomplish that more quickly and efficiently if you export the information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
Parent Topic: Configuration: Integrations and Imports