How to...
These help topics provide step-by-step instructions for integrating Deltek CRM with GovWin IQ and Kona Business and for importing employees, contacts, and opportunities.
- 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.
- Import Contacts from a .CSV File
To import contacts into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Import Contacts From CSV in the Integrations & Imports area in the Configuration workspace.
- Import Opportunities from a .CSV File
To import opportunities into Deltek CRM from a .CSV (comma-separated values) file rather than entering them individually, click Import Opportunities From CSV in the Integrations & Imports area in the Configuration workspace.
- Set Up Integration with GovWin IQ
To implement the features that integrate Deltek CRM with GovWin IQ, use the Integrations & Imports area in the Configuration workspace to enter your firm's GovWin IQ account information. - Set Up Integration with Kona Business
To implement Kona integration with Deltek CRM, obtain your Kona Business client ID and client secret and enter them in the Integrations & Imports area of the Configuration workspace in Deltek CRM.
Parent Topic: Configuration: Integrations and Imports