Import All Data is the fast path from "I just generated a pro-forma in Relm" to "I'm modeling in Excel". One click and the active worksheet is populated with the full property record.
What gets imported
- Pro-forma — the full 10-year model with formulas live (same content as the web Excel export).
- Rent roll — the unit-by-unit table on its own sheet.
- Comps — the comp set on its own sheet.
- Assumptions — every assumption with rationale notes.
- Debt schedule — amortization, IO period.
- Returns summary — IRR, equity multiple, DSCR per year.
- Citations — a sheet listing every cited source.
The import is into named sheets within your active workbook (Pro-Forma, Rent Roll, Comps, etc.). If sheets with those names already exist, you're prompted whether to overwrite or skip.
How to import
- In Excel, open the workbook where you want the data.
- Open the Relm Pro taskpane.
- Pick the property in the property selector.
- Click Import All Data.
- Confirm the destination workbook (the active one).
- Wait ~10 seconds while sheets populate.
The taskpane shows progress per sheet. When it's done, you can switch to any populated sheet to start working.
Formulas, not values
The imported pro-forma uses formulas for derived cells. Year 4 EGI is =GPR_Y4 - VacancyConcessions_Y4, not a hard-coded number. This means:
- Edits to inputs propagate downstream live.
- Excel's "Trace Precedents" is fully usable.
- The model is auditable.
Formulas are wrapped in IFERROR(..., "") so empty/error states render blank.
Re-import
Re-importing replaces the contents of the existing Relm sheets in your workbook. You'll get a confirmation prompt before overwriting — if you've made edits and want to preserve them, push them back to Relm first via Push-back to cloud.
Single-section import
If you only need one section (e.g. just the rent roll), use Import → Import single section in the taskpane instead. Same mechanics, narrower scope.
Limitations
- Charts, conditional formatting, macros are not imported. Only data and formulas.
- Imports go into the active workbook. You can't redirect to a different workbook in the same flow.
- Workbooks with hundreds of unrelated sheets can get cluttered. Consider importing into a fresh workbook for a clean room.