Import Generic Staff from a .CSV File

To import generic resources into Deltek CRM from a .CSV (comma-separated values) file, click Generic Staff on the Imports tab in the Integrations & Imports area of the Configuration workspace.

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.

The option to import generic resources is only available if you activated the Resource Planning module.

Prerequisites:

• Before you start this procedure, you must generate or manually create a .CSV file containing the generic resources information that you want to import.
• Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import process using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the import option is disabled on the Imports tab in the Integrations & Imports area.

To import generic resources into Deltek CRM from a .CSV file, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Integrations & Imports area.
2. Click the Imports tab.
3. Click Generic Staff.
4. On the Import Generic Staff From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
5. Click Next. The Import Generic Staff From CSV dialog box displays a list of fields from your .CSV file and a default mapping to generic resources fields in Deltek CRM. If Do not import displays in DELTEK FIELD, Deltek CRM was unable to determine how to map that .CSV field.
6. Do one of the following:
   • Select Do not import duplicate records if you do not want to import any information for a generic resource that already exists in Deltek CRM.
   • Select Update duplicate records if you want the import process to update an existing generic resource record if a field in that record is blank or contains information that is different from information in the mapped field in the .CSV file.
   • Select Delete existing records and import if you want the import process to delete all generic resource records in Deltek CRM and then import the contents of the .CSV file. This option is useful if the .CSV file always contains all of your current generic resources. Note that generic resources for which resource assignments exist are not deleted, but if you include updated data in the import file for any of those generic resources, their records in Deltek CRM are updated.
7. Review the default field mappings to verify that all fields in the .CSV file are mapped to the correct field in Deltek CRM. If a default mapping is incorrect, click in DELTEK FIELD on that grid row and select the correct field. If Do not import displays in DELTEK FIELD and you want to import the data in that .CSV field, click in DELTEK FIELD and select the correct field. If the .CSV file contains fields that you do not want to import into Deltek CRM, make sure that DELTEK FIELD contains Do not import for those fields. The import process only imports data from fields that you map to a Deltek field.
8. To start the import process, click Import.

   Depending on the number of records to be imported, the import process can take a while. You can continue working in Deltek CRM while you wait for it to finish.

   The import process does the following:

   • If you selected Delete existing records and import, it deletes all existing generic resources currently in Deltek CRM, with the exception of those with resource assignments.
   • It adds records for generic resources that do not currently 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 generic resources that already exist in Deltek CRM.