Importing Clients & Projects via CSV

How to import your client and project data from CSV

Rowan Savage avatar
Written by Rowan Savage
Updated over a week ago

Only Admins can import client and project data to Runn.

This is particularly useful for a one-off import to move data into Runn when setting up your account. Importing will only create new clients and projects; it does not modify existing items.

How to import client and project data

You will need to set up your CSV file to match the example here clients and projects.csv.

  1. Go to Settings from your user profile drop-down menu

  2. Click on the Import tab

  3. Select 'Clients and projects' as your import type

  4. Click on the Choose File button to upload your CSV file


  • Client Name

    • This field can be duplicated, only one client will be created

  • Client website [optional]

    • If you add the client website, we will pull your client's logo as the project icon in Runn's Project Planner

  • Project Name

    • Project names are not unique, projects with the same name will be created multiple times

  • Project Status [optional - default to Confirmed]

    • - Confirmed / Tentative

  • Project Pricing Model [optional - default to T&M]

    • Time and Materials / Fixed Priced / Non-billable

  • Budget [optional]

    • Integer for the total project budget

  • Tags [optional]

    • Separated by a comma

    • ❗ If you don't include the tags here, you will have to manually add them in Runn afterwards

2. Check if the data imported are correct

Go to the Project Planner, Manage > Project and check if everything is imported correctly.

  • Are the Project Names and Client Names imported correctly?

  • Do you see all the tags associated with the right projects?

  • Are there any typos?

3. Reset the account and re-upload the data if needed (For new account setup only)

If this is your first time setting up the Runn account, and you notice that something is wrong after uploading the CSV, you can reset the account, wipe all the data and re-upload again.

Please DO NOT perform this action if you have existing data in your account as everything will be deleted.

  • Go to Settings > Account Settings

  • Click Show Actions

  • Click Reset Account

If you have existing data in Runn and you noticed that something went wrong in this CSV import action, the only way to correct the error is to do it manually in Runn.

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