How to Import a Request List

There are two ways to import a request list:
Importing a Request List
Importing a Request List with Folder Structure

Importing request lists can be a convenient way to add multiple requests to a room efficiently. This article explains two methods for importing request lists, depending on your specific needs.

Note: You need to be an admin to import a request list with a Folder structure

Note: The request list needs to be in the correct format for import (templates available)

1. Importing a Request List:

If you only want to add a request list to a room or add additional lists to an existing room, follow these steps:

From the room's interface, navigate to the Requests tab at the top left.
Click on the button with 3 dots located in the upper-right, to the left of the "New Task" button. A drop-down menu will appear.
Select Import.



In the pop-up window, click on Download template to obtain the template file.
Open the template and format your request list accordingly. To ensure proper import, keep the top two rows as they are in the template. Copy and paste the requests you wish to import in the rows below.
Once your request list is correctly formatted using the template, return to the import window and click on Browse your computer. Choose the file you formatted, and then proceed by clicking Import. The imported list will now appear on the left-hand side of the room.

2. Importing a Request List with Folder Structure

Tip: This method is available only for admins and is ideal if you want to import both a list and a folder structure for the Data Room tab simultaneously. If you're starting with a blank room, we recommend using this method.

Go to your room's Settings tab in the upper-right corner.
Select Room template from the left menu.
Click the Download Template Example option to download the template file.



Open the template file and format the list of folders and requests according to the provided formatting guidelines. The first tab, "_folders," is used for creating your Data Room structure. Rename the second tab, "worklist 1," to your preferred title for the request list, and add your requests using the prescribed format. For more information on how to format the template, please refer to this article: How do I format an excel template for importing into DealRoom?
Return to Settings > Room template and click on Choose file to upload your correctly formatted template.

Tip: The Export this room button on Settings > Room template can be used to export the room's structure, including folder structure and all lists, in the correct format for importing into another room.

How to Import a Request List with Folder Structure

Importing request lists can save you time and effort when adding multiple requests to a room. Whether you choose to import just a request list or include a folder structure, these methods provide efficient ways to populate your room with the desired information.

If you'd like to learn more about the Requests tab, you can watch this video here:

Relevant Articles:

How do I export requests?
How do I set due dates and assign users to requests?
How do I attach documents to a request?

Updated on: 09/12/2024