Import Data to TermSheet

Get data into a workspace quickly and easily in bulk through imports.

The import tool allows information to be added to TermSheet in bulk.

Add new data or update existing data in Deals, Contacts, Companies, Properties or Custom Objects.

📑 Learn To:

Download and Complete a Blank Import Template
Download Existing Data to Update via Import
Perform an Import (Create)
Perform an Import (Update or Create and Update)

🔒Permissions

Admin and Standard Roles have access to Imports in Settings by default.

💡 Things to Consider

Understanding Import Modes:

Create - Add new data to TermSheet for the first time.

Update - Edit existing data in bulk

Create and Update - Add new data and edit existing data in one step.

Imports may show a status of "In Queue". This happens when there is a unusually high load of requests. Users can navigate away from the page and return when the import is ready to run.

To update existing data with an import, the object ID is a required field.

Deal and Property ID's can be found by enabling the ID column in any list view.
Contact and Company IDs will be included automatically when the download icon is selected from the list view.

The import file must include only one row of headers. If there are multiple header rows, the import will fail.

Some fields in TermSheet are not importable.

Hidden fields are not importable.

To view which visible fields are importable, navigate to Fields under workspace settings and view the "Importable?" column.

⚙️ Steps

Download and Complete a Blank Import Template

Select the gear icon in the upper right corner to navigate to the Account Settings.
Select Imports from the Settings sidebar
Select Download Template
Choose an object type from the dropdown then select "Export" to begin the download of a CSV import template for that object.
Once the blank import template is downloaded, open the template and add or remove columns as needed.
Each import template has one required column which is outlined below. Do not remove the column(s) listed below or the import will fail.
Deals - Name column is required
Company - Name column is required
Contact - At least one of the following columns is required: Email, Phone, First Name + Last Name
Property - At least one of the following columns is required: Name or Street Address
Enter data to the template by row, then save the completed CSV.
To import this template, choose "Create" or "Create and Update" as the Import Mode.

The CSV Import Template that is downloaded will include all importable TermSheet default fields and company custom fields that are existing in the workspace. (not all fields are importable. Review which fields are importable in workspace settings under Fields)

Custom fields can also be created while the import is being performed.

Removing or adding columns will not cause failures in the import unless the required column is removed.

Do not remove the Name field in any import template

Do not add additional header rows.

Download Existing Data to Update via Import

To update existing TermSheet data in bulk via an import, first download the data as a CSV.

To Export ALL Deals to CSV

Navigate to Account Settings by selecting the gear icon.
Select "General" from the Settings menu.
Select Export All Deals

To Export Other Data

Navigate to tab where the data that will be updates lives. For example:
If the import will be updating deal data, navigate to the Deals Tab.
If the import will be updating Contact or Company data, navigate to the Contacts Tab
If the import will be updating Property data, navigate to the Properties Tab.
View the list of data that will be updated.
For Deals and/or Properties, use the 👁️‍🗨️icon to enable the ID column.
For Contacts and/or Companies skip to the next step.
Select the download button at the bottom of the screen.
Open the download and make updates/edits as needed, then proceed to "Update" or "Create and Update" Import.

Perform an Import (Create)

Select the gear icon in the upper right corner to navigate to the workspace Settings.
Select Imports from the Settings sidebar.
Select "+ New Import"
Select an object type from the dropdown.
Next, select the completed import file. The file selected for import should include only 1 sheet and 1 row of headers. Accepted file formats are .xlsx and .csv.
Select a mode. To import brand new data to the workspace, select "Create"
Select next to move on to field mapping.
Map the columns from the import template to fields in TermSheet by selecting the appropriate TermSheet field from the dropdown. This step is critical to ensure the data is imported accurately.
IMPORTANT: This step is key to ensuring the data is imported correctly. Be sure to complete this step without errors so that the data is imported correctly.
Review the Data Preview Column which will show a few examples of the data that will be imported to the field chosen. Once the fields are mapped correctly, select Next to continue.
Review and confirm that the field mapping in the final screen, then select "Done"
The import will appear at the top of a list. When mapped completely, the import will be "ready to run".
Select "Run" to begin transferring the data into the TermSheet account.

Perform an Import (Update or Create and Update)

Download the existing data from TermSheet as shown above.
Make updates to the data in excel.
******************************IMPORTANT ****************************************
To update data, the ID column must stay the same. The ID column must be formatted as a number without commas.
***************************************************************************************
Save the excel file as .xlsx or .csv
Select the gear icon in the upper right corner to navigate to the workspace Settings.
Select Imports from the Settings sidebar.
Select "+ New Import"
Select an object type from the dropdown.
Next, select the completed import file. The file selected for import should include only 1 sheet and 1 row of headers. Accepted file formats are .xlsx and .csv.
Select a mode. To import brand new data to the workspace, select "Update or Create and Update"
Select next to move on to field mapping.
Map the columns from the import template to fields in TermSheet by selecting the appropriate TermSheet field from the dropdown. This step is critical to ensure the data is imported accurately.
IMPORTANT: This step is key to ensuring the data is imported correctly. Be sure to complete this step without errors so that the data is imported correctly.
Review and confirm that fields are mapped correctly, then select "Done"
The import will appear at the top of a list. When mapped completely, the import will be "ready to run".

Select "Run" to begin transferring the data into the TermSheet account.