Import Employees from a .CSV File

To import employees into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Import From CSV in the Users area in the Configuration workspace or click Import Employees From CSV in the Integrations & Imports area in the Configuration workspace.

Alternative: You can also add employees individually in the grid in the Users area of the Configuration workspace.

Prerequisites:

• Before you start this procedure, you must generate a .CSV file containing the employee information that you want to import. A common practice is to download employee information to Microsoft® Excel® and save the spreadsheet as a .CSV file.
• 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 hidden in the Users area and disabled on the Import tab in the Integrations and Imports area.

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

1. In the Configuration workspace, click either or on the left edge of the Deltek CRM page to go to the Users area or Integrations & Imports area.
2. If you are in the Users area, click Import From CSV. If you are in the Integrations & Imports area, click Import Employees From CSV.
3. On the Import Employees From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
4. Click Next. The Import Employees From CSV dialog box displays a list of fields from your .CSV file and a default mapping to employee fields in Deltek CRM. If Do not import displays in DELTEK CRM FIELD, Deltek CRM was unable to determine how to map that .CSV field.
5. Use the options at the top of the dialog box to indicate what you want to happen if the import process discovers that an employee to be imported already exists in Deltek CRM:
   • Do not import duplicate records: No information is imported for a duplicate employee.
   • Update duplicate records: If a field in the existing employee 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.
6. 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 CRM FIELD on that grid row and select the correct field. If Do not import displays in DELTEK CRM FIELD and you want to import the data in that .CSV field, click in DELTEK CRM 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 CRM FIELD contains Do not import for those fields. The import process only includes data in mapped fields. (The Do not import option is located at the end of the DELTEK CRM FIELD drop-down list.)
7. 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:
   • It adds records for employees 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 employees that already exist in Deltek CRM.