How to Update Pipeline Deals via Excel Import (beta)

Updating your pipeline deals in bulk using the Excel import feature is a quick and efficient way to make changes without manually editing each deal. This guide will walk you through exporting your pipeline data, making updates, and re-importing the file to apply your changes.

Note: You must be a pipeline admin to access this feature.

Tip: Before exporting your pipeline data, ensure that any custom fields you need already exist or have been updated within the platform. You cannot create new custom fields through the Excel import process.

Step 1: Exporting your Pipeline Deals

Navigate to the Pipeline tab from the left-hand navigation bar.
Click the 3 dot button at the top right.
From the dropdown menu, select "Export all deals to Excel". This will download a spreadsheet containing all your pipeline deal data.

Step 2: Editing Your Excel Export

Open the exported file and delete the columns labeled Link, Last Note, and Last Note Date, as these fields are currently not supported for updates.

Important Tip: You can safely remove any columns you don’t want to update. This ensures that only the intended fields are modified, preventing accidental changes. For extra precaution, consider making a copy of the Excel sheet before making any edits.

Warning: Deleting data within a column will erase that data from your deals in DealRoom when you re-import the file. Proceed with caution when making edits.



Make the updates to the deals of your choice. If your changes include Select or Multi-Select fields, ensure that you only use values that already exist for those fields in your settings. If new options are needed, add them in Settings > Custom Fields before proceeding.
Once finished, save your edited Excel file.

Step 3: Importing Your Updated Excel Sheet

Navigate to the Pipeline tab from the left navigation bar.
Click the 3 dot button at the top right.
From the dropdown menu, select "Import deals from Excel".



In the side panel that opens, click Browse your computer and upload your updated file.
Click the Preview updates button.
Once confirmed, your deals will update automatically.



Since this is a beta feature, ongoing improvements are being made. If you have any questions or feedback, feel free to reach out to our support team!

Updated on: 28/03/2025