Prepare the .CSV File

Before you import data into DPS using an import in the browser application, prepare a comma-separated values (.CSV) file that contains the data that you want to import.

From the browser application, you can only import data from a .CSV file. The imports available in the desktop application enable you to import from some other file types.

To prepare the .CSV file:

1. Export the record information from the source application (for example, Deltek Costpoint or Microsoft Outlook) into a .CSV file.
2. Open the .CSV file in Microsoft Excel or another compatible application and verify that the first row in the file is a header row that contains field names, not data.

   The import process assumes that the first row contains field names, not actual data. It uses those field names during the field mapping step of the import process.

3. Delete from the file any records that you do not want to import into DPS.
4. Review the remaining file contents for accuracy and correct formatting. See Importing Data from .CSV Files for more information.
5. Save the file.