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These help topics provide information about key concepts and components to help you use the Integrations and Imports area of the Configuration workspace to configure Deltek CRM optimally for your firm.
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- Importing Employees from a .CSV File
When you first implement Deltek CRM and any other time when you need to add multiple employees, you can often accomplish that more quickly and efficiently if you export the information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM. - Importing Contacts from a .CSV File
When you first implement Deltek CRM and any other time when you need to add multiple contacts, you can often accomplish that more quickly and efficiently if you export the information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM. - Importing Opportunities from a .CSV File
When you first implement Deltek CRM and any other time when you need to add multiple opportunities, you can often accomplish that more quickly and efficiently if you export the information into a .CSV (comma-separated values) file and import it from that file into Deltek CRM. - Integration of
Deltek CRM with Kona Business
Kona from Deltek can be integrated with Deltek CRM to support collaboration among those working on an opportunity. Kona is a private and secure collection of work spaces that members of the team associated with an opportunity can use to communicate, share documents, assign and manage tasks, and schedule events. - Integration of
Deltek CRM with GovWin IQ
GovWin IQ from Deltek is integrated with Deltek CRM so that you can import opportunities from GovWin IQ into Deltek CRM. Deltek's GovWin IQ helps government contractors win more business by providing a centralized and detailed platform for insight into opportunities at all stages of the contracting lifecycle. GovWin IQ provides comprehensive information surrounding each opportunity to save you critical time hunting for the right contacts, identify opportunities well in advance of public notices, and locate teaming partners. - Imported GovWin IQ Opportunity Data
Integration with GovWin IQ enables you to add new opportunities in Deltek CRM by importing opportunities, with their associated data, from GovWin IQ.
Parent Topic: Configuration: Integrations and Imports