Deltek Connector

Base URL

https://{domain}.deltekfirst.com/{domain}/api

In the value for this detail, replace {domain} with your company’s domain. For example, for 12d Synergy, it would be https://12dsynergy.deltekfirst.com/12dsynergy/api.

Consumer Key

Enter the user’s Consumer Key in Deltek.

Consumer Secret

Enter the user’s Consumer Secret in Deltek.

Deltek Username

Enter the username to login to the Deltek application.

Deltek Password

Enter the password to login to the Deltek application.

Database

Enter the name of the database that you wish to connect to.

Language/Culture

Enter the language you are using for logging into the Deltek app. For example, en-US, en-GB, en-AU, etc. 

If the default language is set in Deltek, then this is a required field. To check what languages are supported, click the Check Connection button and check out the connector logs.  

Only import the jobs created/updated after the last connector run

Yes/No

Only import the jobs created/updated in the last (X) number of days

Enter the number of days to consider the active jobs within that period for import.

Import active jobs only

Yes/No

Include last updated date in date range filter

Yes/No

This setting applies to the following two settings:

• Only import the jobs created/updated after the last connector run

• Only import the jobs created/updated in the last (X) number of days

  If the value is set to yes, then the last modified date is considered for the above two settings. Else, the created date is considered.

Filter field name

Enter the System name of the field based on which you want to filter the imports.

The System name is displayed in the Deltek application > Settings > General > Screen Designer > Projects. If you are selecting a Custom field (the ones which have an asterisk next to them), you have prefix the System name with ‘Cust’ when you are entering it for this setting.

This setting is used in conjunction with the Filter field value setting.

Complex entity fields such as projects, organisations, clients, contacts, etc. will not work with this filter unless you manually track down their ID in the Deltek application.

Filter field value

Enter the value for the System name that you have entered in the Filter field name setting. The imports are filtered based on this value of the System name.

This setting is used in conjunction with the Filter field name setting. The value of this setting is the value with which you want to filter the name of the mapping mentioned in the Filter field name setting.

Convert filter field dropdown value?

Yes/No

If you select a Custom System name which has defined values of a dropdown list, then  enter Yes. Else no jobs will be imported with the search criteria. If you have a unrestricted dropdown list where you can also enter free text as an option, then enter No for this setting.

To filter by a check box field, use the values Y and N for selecting and clearing the field.

Only import Companies/Contacts associated with imported jobs

Yes/No

This setting is to decide whether to import all companies/contacts or just the ones that are linked to the imported jobs. This setting is useful when one of the job-based filters like date range or Field Value settings are used.

Deltek Job ID

Text

DeltekJobID

DeltekJobID

Deltek Job ID

Job Number

Text

Job Number

Job Name

Text

Job Name

Long Name

Text

LongName

LongName

Long Name

Status

Text

Status

Address

Text

Address

Type

Text

Type

Type

Type

Start Date

Date

StartDate

StartDate

Start Date

End Date

Date

EndDate

EndDate

End Date

Stage

Text

Stage

Stage

Stage

Estimated Completion Date

Date

EstimatedCompletionDate

EstimatedCompletionDate

Estimated Completion Date

Actual Completion Date

Date

ActualCompletionDate

ActualCompletionDate

Actual Completion Date

Project Manager

Contact

ProjectManager

Principal

Contact

Principal

Principal

Principal

Supervisor

Contact

Supervisor

Supervisor

Supervisor

Billing Contact

Contact

BillingContact

BillingContact

Billing Contact

Client

Contact

Client

Billing Client

Company

BillingClient

BillingClient

Billing Client

Deltek Contact ID

Text

DeltekContactID

DeltekContactID

Deltek Contact ID

Title

Text

Title

Status

Text

Status

Prefix

Text

Prefix

Prefix

Prefix

Address

Address

Address

Address

Address

Phone

Text

Phone

Phone

Phone

Preferred Name

Text

PreferredName

PreferredName

Preferred Name

Company

Company

Company

Company

Company

Employee Supervisor

Contact

EmployeeSupervisor

EmployeeSupervisor

Employee Supervisor

Employee Hire Date

Date

EmployeeHireDate

EmployeeHireDate

Employee Hire Date

Employee Work Phone

Text

EmployeeWorkPhone

EmployeeWorkPhone

Employee Work Phone

Employee Mobile Phone

Text

EmployeeMobilePhone

EmployeeMobilePhone

Employee Mobile Phone

Deltek Company ID

Text

DeltekCompanyID

DeltekCompanyID

Deltek Company ID

Website

Text

Website

Owner

Text

Owner

Status

Text

Status

Primary Address

Address

PrimaryAddress

PrimaryAddress

Primary Address

Billing Address

Address

BillingAddress

Payment Address

Address

PaymentAddress

PaymentAddress

Payment Address

Primary Email

Text

PrimaryEmail

PrimaryEmail

Primary Email

Billing Email

Text

BillingEmail

Payment Email

Text

PaymentEmail

PaymentEmail

Payment Email

Primary Phone

Text

PrimaryPhone

PrimaryPhone

Primary Phone

Billing Phone

Text

BillingPhone

BillingPhone

Billing Phone

Payment Phone

Text

PaymentPhone

PaymentPhone

Payment Phone