Fields and Options
These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Integrations and Imports area of the Configuration workspace.
Tabs, Forms, and Dialog Boxes
To display field and option descriptions, click the name of the tab, form, report, or dialog box in this list.
- Integrations & Imports Area of Configuration: Integrations Tab
To implement the features that integrate Deltek CRM with GovWin IQ or Kona Business, use the Integrations & Imports area in the Configuration workspace to enter your firm's GovWin IQ account information and Kona Business account information. - 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. - Import Employees From CSV Dialog Box
Use the Import Employees From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import employee information from the .CSV file. - Import Contacts From CSV Dialog Box
Use the Import Contacts From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import contact information from the .CSV file. - Import Opportunities from CSV Dialog Box
Use the Import Opportunities From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import opportunity information from the .CSV file.
Parent Topic: Configuration: Integrations and Imports