2 weeks ago
Investor Onboarding to Dataroom: Import participants from a spreadsheet
Until now, adding participants to a data room meant pasting a list of emails into one group, then repeating the process for every other permission group — turning a typical fund close with 50+ groups into hours of repetitive clicks.
Admins can now invite all participants across every permission group in a single guided workflow—using the spreadsheets they already maintain.
What's new:
- Upload one spreadsheet to invite participants across every permission group in a single action
- Map columns from any source (CRM exports, internal HR lists, fund-specific lists) — no need to reformat files to match an Anduin template
- Configurable header row lets non- Anduin spreadsheets work out of the box
- Set per-user config (Can Invite Users, Term of Access) at the same time as the invite—no second pass
- Review a confirmation summary (new participants, existing participants added to new groups, merged rows) before invites go out
- Async batch processing with a downloadable Full Report — navigate away while the import runs