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# Importing funding interests


* [Importing from another application](https://help.dealum.com/en/article/importing-funding-interests-1o3hlkk/#6-importing-from-another-application)
* [Importing from Excel](https://help.dealum.com/en/article/importing-funding-interests-1o3hlkk/#6-importing-from-excel)
---

###### Importing from another application

If a company you have previously invested in is [raising another round](https://help.dealum.com/en/article/managing-funding-rounds-7z6oh1/#1-what-to-do-when-a-company-that-is-already-in-the-deal-room-wants-to-open-another-funding-round-with-members-of-the-same-deal-room) and has submitted a new application to your deal room (or you have created a duplicate of their previous application), you can import funding interests from the previous application.

To do that:
* Navigate to the Funding tab on the new application
* In the “Funding interests” section click on the downward arrow at the top right corner
* Choose “Import previous interests” from the menu
* Select the application(s) you want to import interests from
* Choose if you want to import also funding interest tags, interest amounts, and/or lead investor roles for funding members

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfmba-XCR-0YZddfBwDctAdp9PH5fegJaeqlCAX9_dL6IH7nODIilJdBKCYnmR3WsKjoFzC76h506_Cw04CYlidFbvJT7wTySy0vLa5TqSt5piu2VsD0QVz0uSgs7nAgQt_JaoB?key=ocGWK705oDjDwdE42CzI5gbz)

This can be useful if you want to send funding round emails to members who invested in/were interested in the previous round or want those members to immediately have access to a [private funding round](https://help.dealum.com/en/article/managing-funding-rounds-7z6oh1/#1-how-to-manage-a-funding-round-in-the-deal-room-how-funding-rounds-work) you have created on the new application. After importing interests, you can message members and ask them to add/update the estimated investment amount for the new round or remove their interest if they do not plan to invest.
---

###### Importing from Excel

If you have collected funding interests outside of Dealum or exported them from another application, you can also import interests from an Excel. 

To do that: 
* Prepare the Excel file for the import (see the instructions below)
* Navigate to the Funding tab on the application you want to import interests to
* In the “Funding interests” section click on the downward arrow at the top right corner
* Choose “Upload interests” from the menu
* Select the .xlsx file from your computer
* The import should be successfully completed if your file was formatted correctly

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf9-Pp9NCdEY5tFO7iP-tWjJME5No4sO8c2dHfTyZkmd1Ap816M7Dzc1Z5oEuTuR2Kl4vl2Dvl25ZjUmgVrXVlZEzUjLaq-2evjiJlqJEujWir5yotMW1j-GMWja6Bb5baW9Xgx?key=ocGWK705oDjDwdE42CzI5gbz)
**The Excel file must contain columns with:** ****
1. Investor type. This can take values: Member, Non-member, Group. If the investor type is Group and name matches with one of the [funds](https://help.dealum.com/en/article/managing-funds-in-portfolio-1r3y30l/) set up in the deal room, the interest will be imported as fund interest. Otherwise, it will be imported as a non-member interest by a group of investors.
2. (Member) identifier which can be one or multiple of the following:
* Investor name — column with full name.
* First name and Last name — two separate columns with first name and last name. For group interests, name can be added to the First name column.
* Email — column with the email address of a deal room member or an external investor/group.

If you have members with identical names in your deal room, please use email as the unique identifier.

Optionally you can also include the following columns:
* Phone — phone number of the member/non-member/group. If the phone number you have added for a member in the excel file does not match with their phone number in the members list, the import will fail.
* Number of investors — relevant only for non-member interest by a group.
* Amount — interest amount, will be imported in your deal room’s primary currency
* Hide amount —  fill this column with value “Yes” for interests where you want the amount to be hidden from other non-admin and non-lead members.
* Hide name —  ill this column with value “Yes” for interests where you want the investor name to be hidden from other non-admin and non-lead members.
* Lead — fill this column with value “Yes” for interests where you want to give the member/fund the [round lead rights](https://help.dealum.com/en/article/round-lead-rights-1cdo69a/) or indicate that a non-member is a round lead.
* Tags — any tags you want to add to the funding interest. If you want to add multiple tags to the same interest, separate them using line breaks.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/image_1diu9xs.png)**