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Investor Onboarding to Dataroom: Import participants from a spreadsheet
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
Avatar of authorAnduin Admin