Only Admin users with Edit Account Settings and Data set as On can access the CSV Import/Exporter.
Only Standard and Advanced Plan customers can link Other Expenses to Phases because Budgeting by Phases is available.
In Runn, all project expenses that are not related to people's time and labour are referred to as "Other expenses".
You can use this CSV tool to add or update Other Expenses in bulk for projects.
You can use the CSV Import/Exporter to:
Add new Other Expenses to Projects
Export existing Other Expenses in Projects
Update existing Other Expenses details in Projects
You cannot delete Other Expenses in Runn with the CSV Tool. You will have to delete them manually in Runn.
First-Time Account Setup
You can bulk-add other expenses to your Runn account.
1. Downloading Templates
Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Other Expenses
Click Download Template CSV
You will see some samples from the template for your reference. You can remove them and add your actual data to the file.
2. Preparing your data in the CSV file
Data Format and Requirements
Refer to the Data Format and Requirements section to prepare your data.
Here are some points to note:
Column headers
It is recommended that the column header names stay the same as those you see in the file downloaded from Runn
Remove all unrequired columns
If you have other columns on your spreadsheet that are not listed in the downloaded CSV file, please remove all these columns before importing
Ensure no duplicate records
Make sure that there are no duplicate Other Expenses
3. Importing Other Expenses
Jump to the Importing CSV file in Runn and follow the steps to import your CSV file.
Updating/Exporting Existing Data
If your account already has Other Expenses and you want to add new expenses or update existing expenses (e.g. update the Charges of the Other Expenses item), you can easily download the existing data, make the changes and re-import the CSV file to Runn.
The data in the newly imported CSV file will overwrite/add to existing data in Runn.
1. Exporting Existing Data
Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Other Expenses
Click Download Existing Other Expenses CSV
Expense ID column
The downloaded file contains a numeric Expense ID column, which is a unique identifier for each Other Expense item in Runn.
Please do not make any changes to this column, or the CSV importer may not be able to identify which data point you would like to update.
2. Preparing your data in the CSV file
Data Format and Requirements
Refer to the Data Format and Requirements section to prepare your data.
Here are some points to note:
Column headers
It is recommended that the column header names stay the same as those you see in the file downloaded from Runn
Remove all unrequired columns
If you have other columns on your spreadsheet that are not listed in the downloaded CSV file, please remove all these columns before importing
Ensure no duplicate records
Make sure that there are no duplicate Other Expenses
3. Importing CSV file in Runn
After preparing the CSV file, you can import the updated data in Runn.
Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Other Expenses
Click Import Other Expenses CSV
4. Upload Other Expenses
Drag your file to the screen or click Import Other Expenses CSV
5. Matching the columns
On this screen, the items on the left are the column headers in your CSV file, while the items on the right are the column headers required in our CSV Tool.
If you haven't changed the column headers, they should be exactly the same. In this case, click Confirm
6. Reviewing Entries
Carefully scroll through the page and check if all the information is correct.
❌ What to do if there is an error?
Check out this article to learn more about how to fix errors.
If everything looks good, click Complete Import
Congratulations! You have successfully imported Other Expenses! 🎉
7. Validating the data
You can validate if the data are successfully uploaded by following the steps below:
Go to the Project Planner
Look for a project in which you have updated the Other Expenses
Click the 3-dot icon > Edit Budget > Other Expenses tab
Check if the Other Expenses are entered as expected
Do NOT re-import the Other Expenses CSV file immediately if you discover errors after the import
If your file has new Expenses (No Expense ID) and you notice errors in the file AFTER the import, do not just fix your original CSV file and re-import. This will duplicate all the new expenses without Expense ID.
Please download the Existing Other Expenses CSV, make the changes, and re-upload the file.