Push-back to cloud

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 pro-forma via Import All Data (or Import to Excel on the Pro Forma card).
• You've made one or more edits on the Pro Forma sheet.
• You're signed in to the organization that owns the property.

Steps

1. Open the Relm Pro taskpane.
2. Open the property you imported.
3. Under Financial Analysis, click Push to Relm on the Pro Forma card.
4. If the pro-forma changed in Relm since your import, decide whether to overwrite it (see Conflict handling below).
5. On success, the card shows "Pro forma data pushed to Relm Pro successfully."

What gets pushed

• The Year 1–10 values of every line on the Pro Forma sheet whose label matches a line you imported — whether or not you edited it. Calculated rows go up with the values your formulas produce.

What isn't pushed

• Rows whose label no longer matches an imported line (for example, a row you renamed). They're skipped, and the success message says how many.
• The financing inputs (Purchase Price, Down Payment %, Interest Rate, Loan Term (Years), Closing Costs %, Effective Tax Rate).
• Cells outside the Year 1–10 columns (a note in column Z) and other sheets. They live in your local workbook but aren't pushed.

Conflict handling

When you push, the add-in checks whether the pro-forma changed in Relm since your import. If it did, it asks whether to overwrite Relm's version with your sheet — there's no cell-by-cell merge:

• Confirm, and your sheet's values replace the pro-forma in Relm. Changes made there since your import are overwritten.
• Otherwise the push stops ("Push cancelled due to version conflict.") and nothing is sent.

To keep both sets of changes, save a copy of your workbook, re-import the Pro Forma, re-apply your edits, and push again.

Lock acquisition

The push acquires the property's edit lock for the duration of the sync and releases it afterward. If someone is in Edit Mode in Relm right now, the push stops with "Property is locked by [name]. Try again later." Retry once they save and exit.

Audit trail

Every successful push is saved to the property's Version history, and each changed cell is recorded as an edit under your name.

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

• "Property is locked by … Try again later." Someone is editing the property in Relm. Retry once they finish. If you see this when no one is editing, contact support.
• "Could not acquire lock. Property may be in use." Someone took the lock between the check and the push. Retry.
• The push fails after you renamed or deleted a sheet. The add-in needs the Pro Forma sheet and the hidden sheet the import adds. Re-import the Pro Forma, re-apply your edits, and push again.

What's next

• Push-back from Excel (concept)
• Pro-forma in Excel
• Import All Data