How to Copy Requests into Another Room

There are a two different ways to copy requests from one room to another, depending on your needs:
Copying selected request worklists from an already existing room.
Copying all request worklists into a new room that has not yet been created (i.e. Copying a room).

Note: You must be an admin to perform these actions.

Copy from an Existing Room:

🌟 Use this method if the room you want to copy the requests to a room that is already created.

Step 1: Creating Your Template

Navigate to the Settings tab at the top.
Select Room template from the left menu.
Click Export room. This will export the data room folder structure and request worklists into an Excel template.



Open the exported Excel template.
Delete the folder structure tab and any worklist tabs you don't need and update and statuses and priorities that you want changed.



Save the file.

Step 2: Importing Your Template

Navigate to the Requests tab.
Click the three-dot button at the top right corner.
Select Import.



Choose your saved template file for uploading.
Once ready, click the blue** Import** button.

Copy into a New Room

Use this method if:
You want to copy requests into a new room that hasn't been created yet.
You want to copy over all the requests.

Note: If you don't want to copy all requests or all worklists, please follow the first process listed above.

Step 1: Create a New Deal

Navigate to the Pipeline.
Click the New deal button at the top right.
Enter a deal name and other details.

Step 2: Set up the Room

Once ready, click the Room tab at the top, to the right of Deal details.
Toggle the option to Setup a room for this deal.
Choose Copy room from the three options that appear.
Select a room from the dropdown menu to copy from.
Choose between Everything or Selected Items for what you'd like to copy from the chosen room.

Tip: If you only want to copy over the requests, choose "Selected Items" and then uncheck the boxes for everything else besides Requests.



By following these steps, you can efficiently copy requests into another room, ensuring a smooth and organized process.

If you have any questions or concerns, please feel free to reach out to our support team.

Relevant Articles:

How do I import a request list?
How do I export requests?
How do I import a request list?

Updated on: 29/07/2024