Import deals — Transaction Assistant

1. Put your deals in a spreadsheet

One row per deal, with headings in the first row. Start from the template, or use your own sheet: columns are matched by name, so "Address", "Client", "Type" and "Closing Date" are enough.

Required: Address (starting with the street number), Client and Type (Purchase, Sale or Lease).
Optional: Status, the seven standard dates, MLS number, lawyer, cooperating agent, brokerage deal ID, sale price and commission.
No status? A deal whose closing date has passed comes in as Closed, anything else as Active.

Download the template

2. Choose the spreadsheet…

In Google Sheets: File → Download → Comma-separated values (.csv). In Excel: File → Save As → CSV UTF-8.

Dates written as

…or read your deals from Notion

Any Notion database works, including a Transaction Assistant board: columns are matched by name, the same as a spreadsheet. A board's Gmail labels and Drive folder links come across too.

At Notion → Integrations ↗, create an internal integration with Read content access, and copy its Internal Integration Secret.
Open your database in Notion as a full page, choose ••• → Connections, and add that integration.
Copy the database's link (Share → Copy link) and paste both below.

The secret is used only to read this database, then forgotten: it is not stored. Nothing in Notion is changed.

3. Check, then import

Nothing is saved until you press Import. Deals already in your dashboard (same address and client) are skipped, so running the same import again is safe.

Row	Address	Client	Type	Status	Closing	Result

Imported deals get their Gmail label on the next hourly run, in the same folders as your other deals. Drive folders and calendar events are not created for them; add either later from the Gmail side panel.