Create New Records with Excel Add In
Similar to an import, the "Publish to TermSheet" action leverages the power of the Excel Add-In to create and update records in bulk directly from an Excel workbook.
💡 Things to Consider
Each sheet tab handles one record type. Use multiple tabs for multiple types.
Processing stops at the first fully blank row — no empty rows in the middle of data.
Troubleshooting fields that are not publishing as expected:
Field types must match: text fields expect text, number fields expect only numbers, currency fields expect only numbers. Mismatches (ex: number fields that contain letters) may cause fields to be skipped.
To Resolve: update the spreadsheet values to match the field types existing in the workspace.
Field options must match: When mapping to Dropdown fields, the values on the spreadsheet must match existing values. New dropdown values will not be added to dropdown fields, the fields will be skipped.
To Resolve: update the dropdown values to add any new options before publishing.
Fields must be editable to be processed: Read Only / System fields (creation date, record ID) are not processed.
Related to fields are not currently supported (Company / Contact fields)
Deal "address_string" field is not currently supported. Location panel will be blank when deal is created.
After publishing, the record IDs will be returned into column A.
⚙️Steps
Configure the Workbook Sheet in Excel
Configure the workbook sheet around your existing data to prepare it for publishing.
1. Cell A1: Object ID-- Select from the Excel Add In
2. Cell B1:
For Deals - must contain "pipeline.id"
For other Objects : Field names. Add using the Excel Add In
3. Cell A2: Set up a reference field to indicate where the data begins. Select cell A2, type =, then select the cell that contains the first row and first column of your data.
4. Column A: Reserve for record IDs.
New Records: Leave blank
Update records: Include the existing record ID
5. Column B (Deals Only): Must contain Static View ID. Find this in the URL of the destination view.
6. Required Name Column (Deals Only): There is no required column position for the deal name as long as it is included in a column.
Configure Workbook sheet to publish new Deals
Configure Workbook sheet to publish other objects (Not Deals)
Once the workbook sheets are configured, select "Publish to TermSheet" to create or update the records.