How do I format an excel template for importing into DealRoom?
Formatting Templates for Importing into DealRoom
Efficiently import your deal information into DealRoom with these easy-to-use templates, saving you time and enabling a quick setup within the system. There are three types of templates tailored to different needs:
- Request List Template
- Request List + Data Room Folder Structure Template
- Pipeline Deals Template
Formatting a Request List Template
If you want to import an excel tracker without folder structure, follow these steps:
Step 1: Download the template
- Inside the project room, navigate to the Requests tab at the top.
- Click the button with the 3 dots at the top right, then
- Select Import
- Click the blue **Download Template **button.
Step 2: Add your information
- Open the template. See below screenshot for template example.
- Input your information in rows 3+.
- Rename the excel tab at the bottom labeled "List 1" to to your desired worklist name (i.e. Due Diligence, Integration, Staging, "Name of Target Company", etc.).
- Duplicate the original tab for additional worklists.
Important Notes:
- DO NOT change the first row. The system uses these for organizing information. It is not possible to add more columns to row 2.
- Leave cells blank if the information is not available.
- Use the Category column to create subcategories using " > ".
- The system will not accept duplicate titles. It will only import new information.
Troubleshooting Tips
- Make sure the first row matches exactly with the template
- If the error is “Sheet 1 is not supported” and no other error is given: Try re-downloading the template example and then copying and pasting all the data from the existing file into this one. When imported, this should now give the exact errors and their location.
- Make sure the dates are in this format (MM/DD/YYYY).
- Make sure casing matches (capital/lowercase).
Formatting a Request List + Data Room Folder Structure Template
If you have an excel tracker and folder structure to import simultaneously, follow these steps:
Step 1: Download the template
- Inside the project room, navigate to the Settings tab at the top right.
- Select Room import and export from the left menu.
- Click the link labeled Download the blank template.
Step 2: Add your information
- Open the template. See below screenshot for template example.
- Input your information.
- The tab labeled "_Folders" is for your data room folder structure ( NOTE: Do not edit the title of this tab).
- The tab labeled "Due Diligence" is for your worklist. Duplicate this tab for more worklists (You can edit the title of your worklist tabs).
- If you need help formatting the worklist, see the above section Formatting a Request List.
Formatting a Pipeline Deals Template
Refer to How do I import and export deals in the pipeline? for detailed instructions on importing pipeline deals.
Questions about formatting your DealRoom import templates? For any issues or clarifications regarding Excel template preparation, contact your Customer Success Manager or our support team via in-platform chat or at support@dealroom.net.
Relevant Articles:
How do I import a request list?
How do I change or reset the ID number on a request?
How do I upload documents? Can I upload them to a request right away?
Updated on: 27/06/2025
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