The Import Opportunities From CSV dialog box first prompts you to select your .CSV file.
| Field | Description |
|---|
| BROWSE
|
Click
BROWSE, navigate to and select the .CSV file, and click
Open.
|
| Next
|
Click
Next to go to the next step in preparing for the import process.
|
After you select the .CSV file and click
Next, the Import Opportunities From CSV dialog box displays a different set of controls so you can map the fields in the .CSV file to
Deltek CRM fields and start the import process.
| Field | Description |
|---|
| Do not import duplicate records
|
If you do not want the import process to import any information for an opportunity that already exists in
Deltek CRM, select this option.
|
| Update duplicate records
|
If you want the import process to update fields in
Deltek CRM for an opportunity that already exists, select this option. If a field in the existing opportunity 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.
|
| SOURCE FILE FIELD
|
This column contains the field names from your .CSV file.
Deltek CRM assumes that the first row of the .CSV file is a header row and that the values in that row are the field names.
|
| DELTEK CRM FIELD
|
Use the fields in this column to select the
Deltek CRM opportunity field that corresponds to each of the .CSV file fields that you want to import. If the .CSV file contains fields that you do not want to import, select
Do not import for those fields. (If you need to select
Do not import, it is located at the end of the drop-down list.)
The drop-down list for this column contains all fields for which you can import data, including custom fields.
|
| SAMPLE VALUE
|
This column displays the value for each field from the first data row in your .CSV file.
|
| Opportunities to be imported
|
This field displays the number of opportunity records that your .CSV file contains.
|
| Import
|
To start the import process, click this button.
If any of the imported opportunity records include
an organization or a contact that does not yet exist in
Deltek CRM, a list of those
organizations and contacts display on the New
Organization/Contact Records dialog box. Review the list, clear the check boxes for any
organizations or contacts that you do not want the import process to create, and click
Add Selected Records.
The import process does the following:
- It adds records for opportunities 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 opportunities that already exist in
Deltek CRM.
- It adds records for any new
organizations or contacts that you selected on the New
Organization/Contacts Records dialog box.
|
| Cancel
|
To close the dialog box without running the import process, click this button. If you mapped fields, you will have to do the mapping again if you decide to run the import at a later time.
|
on the left edge of the
Deltek CRM page to go to the Integrations & Imports area.
Import Opportunities from CSV.