Articles on: Rooms

How do I import a request list?

Importing request lists is a fast way to add multiple requests to your room. When done thoughtfully, it helps ensure your request list mirrors the structure of your data room, making the diligence process more efficient. This article covers two simple ways to import.


  1. Importing and Updating a Request List
  2. Importing a Request List with Folder Structure


Tip: The request list must follow the correct format to import successfully. Use the templates provided in-platform and refer to the videos below for guidance.


Note: You can add new requests to an existing worklist or create a new worklist through import, but you cannot update existing requests using the import function.

1. Importing a Request List


To add a new worklist, update a worklist with new categories or add in new requests to an existing list you can watch the short video below or reference the step by step instructions below.

Step by Step Overview
  1. From the room, go to the Requests tab in the top-left corner.
  2. In the top-right of the Requests view, click the ellipsis (three dots) button (next to Filters and before New request).
  3. From the dropdown menu, select Import.


  1. In the pop-up window, click on Download template to obtain the template file.


  1. 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. Save the file when you're done.

  1. Once your request list is correctly formatted using the template, return to the import window and click on Browse 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


This section explains how to import a request list that mirrors your data room folder structure—ideal for starting with a blank room. It helps streamline setup and improves efficiency during due diligence. Watch the video below for an overview or follow the step-by-step instructions.

You need to be an Admin to be able to upload a request list with folder structure.

Step by Step Overview


  1. Go to your room's Settings tab in the upper-right corner.
  2. Select Room import and export from the left menu.
  3. Click the Download the blank template option to download the template file.


  1. Open the template file and format your folders and requests according to the provided guidelines. Use the first tab, _folders, to build your Data Room structure. Then rename the second tab, worklist 1, to your preferred title and add your requests using the required format. For step-by-step instructions on formatting the template, refer to this article: How do I format an excel template for importing into DealRoom?


  1. 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. This is particularly useful for creating standardized templates where your request lists are perfectly aligned with your data room categories.


If you have any questions about formatting your templates, troubleshooting imports, or need further assistance in strategically aligning your requests and data room, please don't hesitate to reach out to support via the in-platform chat or email support@dealroom.net. We're here to help.


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: 18/07/2025

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