Admins and editors can import people and role data to Runn.
This is particularly useful for a one-off import to move data into Runn when setting up your account. Importing people and roles will only create new items, 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 people and roles.csv.
Go to Settings from your user profile drop-down menu
Click on the Import tab
Select 'People and roles' as your import type
Click on the Choose File button to upload your CSV file
Fields
First Name
Last Name
Email - Used to identify unique people
Role - When the same role is used multiples times, it will only create one role
Cost [optional] - The cost per hour of a person
Start Date [optional] - If none is provided, the contract will be set to 2 months prior
End Date [optional]
Employment Type
Tags [optional] - Separated by comma