Help / Video tutorials / Agents: creating deals
Import deals from a spreadsheet
Paste rows or upload a CSV, column matching, flagged problems, and invites held until you send them.
2:46 · Captions included · 7 chapters
Updated since this video was made
- Changed (Nov 1, 2026): Prices can be written as shorthand like 485k or $1.2M. The preview now marks more rows as not ready — an unreadable price, an acceptance date after closing or over a year ago, a wrong-looking email, a non-US mobile, a second client with no name, two clients sharing an email, or a very long address. “My clients agreed to get texts” now sits just above the Import button.
- Changed (Nov 1, 2026): Rows at an address that's already on ClosedEasy (or that repeat an earlier row) are marked “Already on ClosedEasy” and skipped unless you tick “Import anyway”. If the import stops partway (no plan, a limit, or phone verification), the rows not imported are listed, with “Import the remaining N rows”.
Read the transcript
In this video, you'll bring your live deals into ClosedEasy from a spreadsheet, check every row, and invite the clients when you're ready.
From your dashboard, press New deal. Then, under the heading, choose Moving several deals over? Import a spreadsheet.
Export your deals as a CSV from Excel, Google Sheets, dotloop, SkySlope or your CRM. One deal per row, up to two hundred at a time.
Prefer copy and paste? Open Or paste the rows, and paste them straight from your spreadsheet, header row first.
Or press Choose a file and pick your CSV. Tab-separated files work too.
ClosedEasy matches each column from your headers, so typical CRM, dotloop and SkySlope exports line up on their own.
Property address, closing date and client name are required. If a guess is wrong, pick the right column from the list.
Include a client mobile column, and those clients get their invite by text as well as by email.
Below, every row is previewed: the address, side, closing date and clients. Here, three of five are ready.
Rows with a problem are flagged and left out, like a missing closing date, or a client with no email or mobile. Fix them in your sheet and import them later.
When it looks right, press Import 3 deals. Each deal gets its timeline built from its closing date.
Three deals are in. Steps dated before today are already marked done, and each deal shows a note to check them.
Open a deal to see it. The note says how many steps were ticked. Untick anything that hasn't really happened, then press Checked.
On this deal, the first five steps, from offer accepted to home inspection, were ticked because their dates had passed.
On the Client & invite tab, Jamie and Alex are saved, but not invited yet.
Back on the import screen, choose when to invite. Not ready? Press I'll send them later.
Your dashboard then shows how many clients haven't been invited, and Send all invites sends them in one go.
Ready now? Press Send the invites now.
Every client gets their personal link by email, and by text when their mobile was in your file.
Jamie's invite arrives by text and by email, with a personal link to join their live board.
That's importing: add your file, check the columns and rows, import, check the ticked steps, then send the invites.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: creating deals
2:34New-deal wizard, step by stepCreate a deal step by step: the side, the property, the timeline, your clients, and a final review.
2:32Start from the signed contractDrop in the signed contract and the address, clients, dates and deadlines fill in for you to check.
2:38Edit the timeline before you createRename, re-date, reorder and add steps, set client to-dos, and keep some steps agent-only before you create the deal.