This page is the step-by-step UI flow for pushing edits from Excel back to Relm. For the conceptual overview, see Push-back from Excel.
Before you push
- You imported the property's data via Import All Data.
- You've made one or more edits in the Excel sheets (most commonly the Pro-Forma assumptions).
- You're signed in to the same Relm account that owns the property.
Steps
- Open the Relm Pro taskpane.
- Make sure the property selector shows the right property.
- Click Push to cloud.
- Review the diff preview — every cell that will be pushed, with old/new values side by side.
- Confirm.
- The taskpane progress bar tracks each batch of cells syncing.
- On success, you'll see a "Synced" timestamp and an entry under History.
What gets pushed
- Edited input cells — assumptions, line items, debt terms.
- Per-year overrides — if you put an explicit value in a year that was previously a formula-derived cell, that value is pushed as an override.
What gets warned but not pushed
- Edits to derived cells (EGI, NOI, NCF). Pushing these would corrupt the model. The diff preview shows them with a warning icon and they're skipped from the push.
- Cells outside the standard pro-forma layout (a note in column Z). They live in your local workbook but aren't pushed.
You'll see the warnings in the diff preview; nothing pushes silently.
Conflict handling
If someone edited the same property in Relm during your Excel session, the diff preview shows the conflict:
- Your Excel value on the left.
- The cloud value (newer) on the right.
- For each conflict, pick which wins.
Conflict resolution is per-cell. You can pick all-mine, all-theirs, or mix-and-match.
Lock acquisition
The push acquires the property's edit lock for the duration of the sync. If someone is in Edit Mode in Relm right now, the push fails with a clear "[user] is editing this property; sync canceled" message. Retry once they save and exit.
Audit trail
Every push creates a Version history entry tagged "Push-back from Excel" with your name and the count of changed cells. You can drill into the entry to see the per-cell diff.
Re-import after push
After a successful push, the cloud is the source of truth. If you re-import in the same session, you'll get back exactly what you pushed (plus any small canonicalization Relm did, like rounding to consistent precision). This is a good sanity check that the round-trip worked end-to-end.
Common issues
- "Sync failed: stale lock." Someone took the lock between when you started Push and when the lock acquisition fired. Retry.
- "Sync failed: validation error." A cell you edited has a value Relm can't accept (e.g. a negative LTV). Fix the cell and retry.
- "Sync failed: property not found." The property was deleted from Relm while you were editing. Reach out to support if this is unexpected.