How to Copy Requests to Another Room

Copying requests from one deal room to another is an efficient way to standardize your process or set up new deals quickly. There are three distinct methods, each suited for a different scenario. This guide will help you choose the right method for your needs.

Choose Your Method

First, identify what you need to accomplish to select the best method.

• Method 1: Use an Excel Template - Choose this if you need to copy a selection of requests from a template into a room that already exists.
• Method 2: Use the "Copy Room" Function - Choose this when creating a brand new room and you want to copy all requests and other items from an existing room.
• Method 3: Use Multi-Room Updates (Beta) - Choose this advanced option to copy requests from a source room to one or multiple target rooms at the same time.

Method 1: Using an Excel Template to Copy to an Existing Room

Use this process to import specific request lists into a deal room that has already been created.

Step 1: Create Your Template

1. Navigate to the source room you want to copy requests from.
2. Go to the Settings tab and select Room import and export from the left menu.
3. Click Export room structure. This downloads an Excel file containing the room's folder structure and request worklists.
4. Open the exported Excel file. To prepare it for import, make the following changes:

• Delete the "Folder Structure" tab.
• Delete the tabs for any request worklists you do not want to copy.
• On the remaining worklist tabs, you can update details like request statuses or priorities as needed.

6. Save the modified Excel file to your computer.

Step 2: Import Your Template

1. Navigate to the target room where you want the requests to be added.
2. Go to the Requests tab.
3. Click the three-dot menu icon (⋮) in the top-right corner and select Import.
4. Choose the saved Excel template file you just prepared.
5. Click the blue Import button to upload the requests.

Method 2: Copying All Requests When Creating a New Room

Use this process when you are setting up a new deal and want to clone the entire request structure from an existing room.

1. Navigate to your Pipeline view.
2. Click the New Deal button in the top-right corner.
3. Enter the new deal's name and fill in other relevant details.
4. Select the Room tab at the top of the window.
5. Enable the Set up a room for this deal toggle.
6. From the options that appear, select Copy Room.
7. In the dropdown menu, choose the existing room you wish to copy from.
8. Select what you want to copy from the chosen room.

Method 3: Using Multi-Room Updates (Beta)

Use this powerful feature to perform bulk updates, such as copying selected requests from one source room to one or more target rooms simultaneously.

1. Navigate to Settings > Multi-room updates.
2. Click the New multi-room update button. A side panel will appear.
3. Select your Source Room (where the requests are coming from) and one or more Target Rooms (where the requests are going).
4. Click Compare rooms.
5. On the next screen, click Review and apply.
6. You can now select exactly what to copy. To copy all requests, check the box next to Requests. To copy only specific items, click the toggle to expand the list and select the individual requests you need.
7. Once you have made your selections, click the Apply selected updates button to complete the process.

If you have any questions about choosing the best method for your needs, formatting templates, or managing multi-room updates, please don't hesitate to reach out to our support team at support@dealroom.net.

Relevant Articles:

How do I import a request list?

How do I export requests?

How do I import a request list?

Updated on: 29/06/2025