If you need to add previously funded deals to FundMore, you can import the deals using CSV and manually update funding details.
Download the CSV template: CSV Import Template. For detailed export/import instructions, see How to Export Deals with Contact Information and Import via CSV.
Step 1: Import Deals Using CSV
Prepare a CSV file with at least the "business_name" column (other columns are optional).
Ensure the Workspace ID is set to yours so you can see the deals (this should be automatic).
Upload the CSV using the Import feature.
Test the import by adding one deal first to confirm it appears in FundMore.
If successful, proceed with importing the rest.
Step 2: Add Funded Amounts and Details
You cannot bulk import funded amounts, but you can manually add them by following these steps:
Enable Mock Submissions
Click your name in the bottom left of the screen.
Select "View Profile" > Click "Edit".
Expand the Permissions section and check "Can add mock submissions".
Manually Add Funding Details
For each imported deal:
Open the Deal > Activity page.
Click the greyed out submit button (Mock Sub) to create a submission without sending emails.
Hover over the newly created submission and click "Approved" to enter offer details (rate, term, amount).
Hover over the newly created offer and click "Funded" to confirm advance details (funded amount, funded date).
Repeat steps 1-4 for all remaining funded deals.
For renewals on deals already in MCA Pilot, see How to add a renewal to an existing deal.