Import All Data to Excel is the fast path from "my property is researched in Relm" to "I'm modeling in Excel". One click and your active workbook is populated with the full property record.
What gets imported
One sheet per section, each named with a short property code followed by the section (for example, "… - Pro Forma"):
- Pro Forma — the full 10-year model with formulas live (same content as the web Excel export), plus the cap rate and financing inputs. Included when the property has a pro-forma.
- Units — the unit-by-unit table.
- Comps — the comp set.
- Basic Info, Tax History, POI, and Neighborhood — the rest of the property's research.
Each sheet ends with a Sources & Citations block listing the sources behind its data (when there are any). Relm also adds a hidden sheet it uses to push your pro-forma edits back — leave it in place.
If a sheet for that property and section already exists in the workbook, the import clears it and writes over it — there's no prompt.
How to import
- In Excel, open the workbook where you want the data.
- Open the Relm Pro taskpane.
- Choose the portfolio, then the property.
- Click Import All Data to Excel. (It appears once all six research sections show Data Ready.)
- Wait ~10 seconds while sheets populate.
The button 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 Effective Gross Income is a formula that adds the Year 4 income and loss totals, 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 that property's Relm sheets in your workbook — without asking first. If you've edited the Pro Forma sheet and want to keep those edits, push them back to Relm first via Push-back to cloud. Edits on the other sheets can't be pushed, so save a copy of the workbook before re-importing.
Single-section import
If you only need one section (e.g. just the units), click Import to Excel on that section's card 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.