Import deals from a CSV
Bring your fund's past deals into Delsivo from a spreadsheet or another CRM, check every row in a dry run, then import. Running it again adds nothing.
Import deals brings your history into Delsivo: the deals you saw, passed on or invested in before you started. Every row is checked first, and nothing is saved until you confirm.
Before you start
Export your deals as a CSV: in a spreadsheet, use File, then Download or Export, as CSV. The first row names the columns, in any order. Click Download the template on the import page for an example.
| Column | What to put in it |
|---|---|
| Company | Required. The company's name |
| Website | Recommended. Used to spot companies already in Deals |
| Stage | New, Screening, Interview, First meeting, Diligence, Committee, Terms, Closed, Passed or Revisit. Words like "Invested", "Declined" or "Term sheet" work too. Empty means New |
| Received | The date it came in, as YYYY-MM-DD. Empty means today |
| Owner | A teammate's email or name. Anyone else is left unassigned |
| Source | Who introduced it or where it came from. Kept in the deal's history |
| Pass reason | For passed deals. Stays internal |
| Cheque, Currency, Ownership, Instrument, Invested, Board seat | For closed deals. With a cheque, the company goes to the portfolio |
Common names from other tools work as headers too, such as "Deal stage", "Introduced by" or "Check size". A file can hold up to 2,000 deals and 2 MB.
Import
- Open Deals, then the import page at
/w/your-fund/deals/import. If your portfolio is empty, Import past deals on the Portfolio page opens it too. - Drop the file on the page, or click Choose a CSV file.
- Check the rows lists every row with its Result:
- New: it will be created.
- Skipped: the company is already in Deals, or the row repeats an earlier one in the file.
- Error: something needs fixing, with the reason in Note. Use All, New, Skipped and Errors to filter. Notes also say when an owner isn't in your team or a deal will go to the portfolio.
- Click Import and the number of new deals, then Import to confirm.
When it's done you see how many deals were imported, how many went to the portfolio, and how many were skipped. Open the imported deals shows them in Deals, filtered by the source Import.
What gets created
- A deal per new row, with the source Import, the stage, owner and received date from the file. Its Activity says it was imported, with the source you gave.
- For passed deals, the pass reason, kept internal. Without one, "Passed before the import."
- For closed deals with a cheque, a portfolio record with the cheque, currency, ownership, instrument, investment date and board seat. Without a currency, your fund's currency is used. Currency takes any three-letter ISO code, such as USD, EUR, GBP, INR, CHF or BRL.
Founders are never contacted, and nothing is sent anywhere.
Fix errors and run it again
Correct the rows with errors in your spreadsheet and import the same file again. Rows already in Deals are skipped, so only the fixed rows are added. Delsivo matches companies by website, or by name when there is no website.
Who can import
Admins and Partners. An import writes the fund's history, closed deals and portfolio records, so Analysts and Committee members see a note instead.
Messages you might see
| Message | What to do |
|---|---|
| The header row needs a "Company" column. | Add a Company column, or rename the one with company names |
| The file needs a header row and at least one deal. | Check you exported the right sheet |
| The file is larger than 2 MB. Split it into smaller files. | Split it and import each part |
| "Unicorn" isn't a stage. | Use one of the stages listed |
| Write the received date as YYYY-MM-DD. | Change the date format in your spreadsheet |
| The received date is in the future. | Fix the date |
Frequently asked questions
Will importing create duplicates of deals already in Delsivo?
No. A row whose company is already in Deals is skipped.
Can I import interviews, notes or decks?
Not yet. The import brings deals and portfolio records. Add notes and decks on each deal.
Something unclear or missing? Tell us