Importing Data to Employee Expense Report in Deltek

General discussion relating to Deltek Vision.
JimmyZ
Posts: 2
Joined: Sat May 19, 2012 12:38 am
Deltek Vision Version: 5.1
Number of Employees: 0
Number of Offices: 0

Importing Data to Employee Expense Report in Deltek

Postby JimmyZ » Sat May 19, 2012 12:53 am

We are running Deltek Vision 5.1 and SQL Server 2008 (soon to be SQL Server 2012). I wanted to know if we can import an Excel sheet containing data for an Employee Expense Report section in Deltek. I can modify the column names for each field in Excel to ensure the import will match up properly.

Is it possible to import the Excel sheet into SQL Server (into a table) and have Deltek Vision read the data from the SQL server tables?

What is the most efficient way to have our Excel sheet imported into Deltek on a regular basis? I would like to automate the process as much as possible.

Thanks!!

meaglin
Posts: 195
Joined: Thu Nov 05, 2009 10:36 pm
Brief Company Description: Deltek Vision Consultant
Deltek Vision Version: 6.1
Number of Employees: 2
Company Position: Owner/Consultant
Vision Modules: ALL
Number of Offices: 0
Year Vision Installed: 2005
Vision User Group: Utah
Contact:

Re: Importing Data to Employee Expense Report in Deltek

Postby meaglin » Mon May 21, 2012 10:18 am

Under Utilities, Advanced Utilities, Data Import you can import any transaction file. This includes "Employee Expense Report Data Entry". Once imported, you can post and then pay like any expense report. When you import files into Vision, you start with Excel, but then delete the header rows and save as a Text Tab Delimited file.

You can also import via Sql Server import, but this is not the most efficient method. Using Data Import above is far superior especially if you are going to do this on a routine basis.
Mel Eaglin
meaglin@vrsllc.com
Visionary Reporting Solutions
San Diego, CA 92109
http://www.vrsllc.com/
http://www.deltekvisionconsultant.com/deltekvisionblog
Phone: (858) 245-8956
"Skype Name: mel.eaglin"

JimmyZ
Posts: 2
Joined: Sat May 19, 2012 12:38 am
Deltek Vision Version: 5.1
Number of Employees: 0
Number of Offices: 0

Re: Importing Data to Employee Expense Report in Deltek

Postby JimmyZ » Tue May 22, 2012 11:19 am

Great. Thank you!


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