For a visual walkthrough of this process, watch the video guide.
The Update button in MCA Pilot lets you upload a CSV to update multiple deals at once. If your CSV includes an Id column, MCA Pilot matches each row to an existing deal and updates its fields. If the Id column is missing, new deals are created instead.
The Update button is designed for updating existing deal records. For importing new deals with owner information, use the Import button instead, which opens a form in a new tab.
When to Use the Update Button
Update deal statuses in bulk (e.g., move multiple deals to "Approved")
Reassign deals to different team members
Update business information across many deals at once
Quickly create new deals without owner details
How It Works
Go to Deals in your dashboard.
Click the Update button in the toolbar.
In the modal, either upload your CSV or download the template first.
After uploading, map your CSV columns to MCA Pilot fields.
Confirm the import to apply your changes.
CSV Template Columns
The Update button template includes these columns:
Id, company, dba, Status, ein, Business email, Business phone, Start date, Business address, Fico score, Annual revenue, Originators, Primary Originator, Closers, Primary Closer
The Update button cannot update owner information or other records linked to deals (submissions, offers, funding details). It only updates fields on the deal record itself. To import deals with owners, use the Import button instead.
Required Fields
To update existing deals: Include the
Idcolumn with valid deal IDs from your workspace.To create new deals: Omit the
Idcolumn (or leave it blank). At minimum, includecompanyso the deal can be identified.
Updating Deal Status
The Status field uses a specific format. You must provide status values in enum format:
All uppercase letters
Spaces replaced with underscores
Valid Status Values
MISSING_DOCUMENTS NEW_APPLICATION READY_TO_SUBMIT CLOSED_UNABLE_TO_SUBMIT CLOSED_MISSING_DOCUMENTS SUBMITTED RECEIVED_DLVC OFFER_SELECTED OFFER_PITCHED OFFER_ACCEPTED APPROVED CONTRACTS_REQUESTED CLOSED_DECLINED CLOSED_OFFER_REJECTED REPRICING CONTRACTS_SENT FUNDED_DEFAULTED FINAL_REVIEW CLOSED_KILLED_BY_FUNDER CONTRACTS_SIGNED FUNDED FUNDED_UP_FOR_RENEWAL FUNDED_MISSED_PAYMENTS FUNDED_RENEWED RESUBMITTING CLOSED_UNRESPONSIVE LEAD
If you enter a status value that doesn't match this format exactly, the import may fail or the status field may not update correctly.
Best Practices
Download the template first from the Update modal to ensure correct column names.
Test with one or two deals before uploading a large batch to verify your column mappings and status values.
Export existing deals to get the correct
Idvalues and see how fields are currently populated.Keep a backup of your original data before bulk updates in case you need to revert changes.
Update Button vs. Import Button
Feature | Update Button | Import Button |
Opens in | Inline modal (same tab) | New tab with form |
Primary purpose | Update existing deals | Import new deals with owners |
Owner information | Cannot update | Can import on same sheet |
ID column behavior | With ID: updates / Without ID: creates | Creates new deals only |
Best for | Bulk status changes, reassignments | Migrating deals from another system |
For importing new deals with owner details, see How to Import Deals via CSV.