Support

Help and documentation

Support resources for the DealPulse web app and the Microsoft AppSource Excel Add-in.

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Excel add-in

What the add-in does

The DealPulse Excel Add-in lets authorized users search active deals, pull underwriting data into Microsoft Excel, and push selected model outputs back to DealPulse through the same authenticated account used in the web application.

Environment: Microsoft 365 with Excel Desktop or Excel Online, and an active DealPulse account.
Distribution: Microsoft AppSource, for approved users and firms.

Getting started

Install and sign in

01Install the DealPulse Excel Add-in from Microsoft AppSource.
02Open Excel and launch DealPulse from the Home tab.
03Sign in with your DealPulse account.
04Search for a deal, pull data into the workbook, and push finished outputs back to DealPulse.

Troubleshooting

Common issues

Session expired: Sign back in and confirm the add-in is running inside a supported Excel environment.
No deals found: Confirm the property is active in your account and that your user still has access.
Push failed: Verify the required output cells are populated before retrying the import.
Setup required: If the add-in reports a configuration or storage error, contact support and include the message shown in Excel.

Contact

Reach the team

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