Lists Import Notes
You can import lists of standard values for fields that have drop-down lists for selecting entries.
Generally, these lists contain attributes that you want to assign to, or use to search for, employees, projects, opportunities, and so on. For example, you can create a standard list of employee skills that you want to track for resource planning purposes. You can then associate specific skills from that list with the employees who possess those skills, and search for and select employees to work on projects based on their skills.
It is crucial that you either import or enter all of your list values before you begin importing other records, such as employees or opportunities. If a record in an import file references the code for a list value that does not yet exist in DPS, that record is imported without that code.
DPS is installed with a set of default values for most field lists. Before you decide to import field list values, review the default lists on the Lists form () to determine which of the default values you want to keep and which you want to delete.
Import Availability
This import is available to any enterprise that uses DPS, regardless of the modules that are activated.
Required Fields
The values you need to include when you import list items vary depending on the list. It is recommended that you review the fields for the list on the Lists form () before you create your import file.
- Type of list, mapped to the DPS Code Table Type field. (Valid values for this field are listed in the table below.)
- List item description, mapped to the DPS Description field.
For some lists, the import file also must include a unique ID for each list item, mapped to the DPS Code field. And a few lists must have additional values. For example, to import items for the Phone Formats list, you must map import values to the Country field and the Phone Format field, as well as to the Code Table Type and Description fields.
Code Table Types
The field that you map to the DPS Code Table Type field must contain the value from the following table that identifies the specific list to which the list item belongs. For example, to import a new item for the Education list, set this field value to CFGEMDegree. (Some lists have two valid code table type values. Both are listed in the table below.)
| List | Code Table Type |
|---|---|
| Account Group Table Code | CFGAccountGroupTableCode |
| Account ID Type | CFGBankAccountIDType |
| Activity Subject | CFGActivitySubject or ActivitySubject |
| Activity Type | CFGActivityType |
| Ajera Project Template | CFGProjectTemplate |
| Bank ID Type | CFGBankIDType |
| Billing Rate Table Code | CFGBillingRateTableCode |
| Client Role | CFGClientRole or ClientRole |
| Contact Rating | CFGLeadRating |
| Contact Role | CFGContactRole or ContactRole |
| Contact Source | CFGContactSource |
| Contact Status Reason | CFGLeadStatusReason |
| Contact Title | CFGContactTitle or ContactTitle |
| Contact to Contact Relationship | CFGContactRelationship or ContactRelationship |
| Contract Status | CFGContractStatus |
| Country | FW_CFGCountry or Country |
| County | CFGCounty or County |
| Description Category - Projects | CFGDescriptionCategory |
| Diary Type | CFGDiary |
| Education | CFGEMDegree or EMDegree |
| Employee Citizenship | CFGCitizenship or Citizenship |
| Employee Credential | CFGEMRegistration or EMRegistration |
| Employee Credential Type | CFGEMRegistrationType or EMRegistrationType |
| Employee Location | CFGEMLocation or EMLocation |
| Employee Role | CFGEmployeeRole |
| Employee Skill Usage | CFGEMSkillUsage or EMSkillUsage |
| Employee Skill/Discipline | CFGEMSkill or EMSkill |
| Employee Skill/Discipline Level | CFGEMSkillLevel EMSkillLevel |
| Employee Title | CFGEmployeeTitle |
| Employee to Firm/Contact Relationship | CFGEmployeeRelationship or EmployeeRelationship |
| Files Category | FW_CFGAttachmentCategory |
| Firm Relationship | CFGClientCurrentStatus or ClientCurrentStatus |
| Firm Specialty | CFGPrimarySpecialty or PrimarySpecialty |
| Firm to Firm Relationship | CFGClientRelationship or ClientRelationship |
| Information Category - Contacts | CFGContactInfoCat |
| Invoice Template Table Code | CFGInvoiceTemplateTableCode |
| Labor Category | BTLaborCats |
| Market | CFGClientType or ClientType |
| Marketing Campaign Action | CFGCampaignAction or CampaignAction |
| Marketing Campaign Audience | CFGCampaignAudience or CampaignAudience |
| Marketing Campaign Objective | CFGCampaignObjective or CampaignObjective |
| Marketing Campaign Stage | CFGCampaignStatus or CampaignStatus |
| Marketing Campaign Type | CFGCampaignType or CampaignType |
| Master Contract | CFGMasterContract or MasterContract |
| NAICS | CFGNAICS or NAICS |
| Opportunity Award Type | CFGAwardType or AwardType |
| Opportunity Closed Reason | CFGOpportunityClosedReason or OpportunityClosedReason |
| Opportunity Competition Type | CFGCompetitionType or CompetitionType |
| Opportunity Contract Type | CFGContractTypeGovCon |
| Opportunity Milestone | CFGActivitySubject or ActivitySubject |
| Opportunity Probability | CFGProbability or Probability |
| Opportunity Source | CFGOpportunitySource or OpportunitySource |
| Opportunity Stage | CFGOpportunityStage or OpportunityStage |
| Phone Format | FW_CFGPhoneFormat |
| Prefix | CFGPrefix or Prefix |
| Project Code | CFGProjectCode or ProjectCode |
| Project Contract Type | CFGContractType or ContractType |
| Project Responsibility | CFGPRResponsibility |
| Project Type | CFGProjectType or ProjectType |
| Proposal Source | CFGProposalSource |
| Proposal Status | CFGProposalStatus |
| Proposal Type | CFGProposalType |
| Resume Category | CFGResumeCategory |
| State/Province | CFGStates or State |
| Suffix | CFGSuffix or Suffix |
| Unit Table Code | CFGUnitTableCode |
| Unit Type Code | CFGUnitType |
| Vendor Role | CFGVendorRole or VendorRole |
Codes and Descriptions
The import field that you map to the DPS Code field serves as the identifier for the list item. This value must be unique within the list to which it belongs.
In most cases, the associated description for the list item, not the code, is what displays in the DPS user interface.
Record Validation
To determine if a list item in the import file already exists in DPS, the import process checks for an existing list item with the same code table type and code.
If it finds no match, the import process creates a new list item. If it finds a match and you selected the Update duplicate records option, it updates the description of the existing list item based on the description in the import file record.