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How to import past deals into Spring
How to import past deals into Spring

Learn how to import deals to Spring! We support Excel, CSV, and .tsv file types. No limit on deals to import.

Håkon Øverby avatar
Written by Håkon Øverby
Updated over a week ago

We can import all of your past deals and rounds into your Spring platform.

The importer is especially useful if:

  • You have a lot of deals or investment rounds you have completed before starting to use Spring, and want to get the benefit of managing all your raises in one place.

  • If you want to import and reflect an allocation in your allocation management for any stakeholder that has not contributed an amount on-chain to your raise. This can for instance be for individuals who are investing through FIAT currency, or for team members or advisors who are owed tokens as part of a vesting schedule.

  • If you want to enable OTC trading for deals or investment rounds you have completed before you started using Spring.

  • If you want to distribute tokens and manage the vesting schedules of all your deals or investment rounds in one place.

  • If you want to provide all your investors with an overview of all their deals in one place through the investor portal Spring provides for each individual investor.

How do you import deals?

In order to import a deal, the data has to be outlined in a spreadsheet.

We support:

  • Excel / Spreadsheets

  • CSV

  • .tsv (tab-separated values)

We employ an automated importer to scan CSV and other spreadsheet formats, extracting and importing data from the specified fields.

What data should be included?

Required:

  • Investors wallet address

  • Fee percentage (if no fee is applied, the entire column has to contain 0 as a value)

And at least one of the following:

  • Invested amount or allocation (before fee)

  • Invested amount or allocation (after fee)

How can I import my deals?

  • You just need to prepare all your deals/rounds in a spreadsheet folder. We will review the data format and provide feedback. When everything looks clear for both parties, we will start the import process.

How many deals can I import?

We import all of your past deals/rounds at once, and there is no limit on how many deals we can import. However, depending on the amount of data cleaning required, it can take longer.

An average client that wants to import typically imports 10 - 20 deals. However, some clients have imported over 200.

How long does it take to finish the import?

That depends on two factors:

  • Amount of data cleaning required (f.ex, if the files don't say what fee you're taking, what the wallets are)

  • Amount of deals you want to import.

However, in most cases, it will take 24-48 hours.

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