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.

Note: 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

Field	Description
Import Contacts from CSV	To import contacts into Deltek CRM from a .CSV (comma-separated values) file, click this link. You then select the .CSV file, and use the Import Contacts From CSV dialog box to map fields in the .CSV file to fields in Deltek CRM. For more information on the import process, see Importing Contacts from a .CSV File.
Import Employees from CSV	To import employees into Deltek CRM from a .CSV (comma-separated values) file, click this link. You then select the .CSV file, and use the Import Employees From CSV dialog box to map fields in the .CSV file to fields in Deltek CRM. For more information on the import process, see Importing Employees from a .CSV File.
Import Opportunities from CSV	To import opportunities into Deltek CRM from a .CSV (comma-separated values) file, click this link. You then select the .CSV file, and use the Import Opportunities From CSV dialog box to map fields in the .CSV file to fields in Deltek CRM. For more information on the import process, see Importing Opportunities from a .CSV File.