Help and documentation

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.

Supported environment: Microsoft 365 with Excel Desktop or Excel Online and an active DealPulse account.

Installation is distributed through Microsoft AppSource for approved users and organizations.

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

• 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 DealPulse 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.

Institutional inquiries: sales@dealpulsecre.ai

General support: support@dealpulsecre.ai

Privacy requests: privacy@dealpulsecre.ai

Legal requests: legal@dealpulsecre.ai

See also our privacy policy, security overview, and terms of service.