If you have a lot of people or projects that you would like to add in bulk, the CSV Importer is the best way for you to add the data quickly in Runn.

This is a step-by-step guide for setting up your account via the CSV tool.

You can click on the Table of Contents on the right to jump to any section anytime.

Go to Settings > Account Settings to update your default account settings.

To quickly set up, make sure your account's Currency, hours per day worked by FTE and Default Rate Type are correct.

If you need a few other collaborators to set up the account with you, head over to Settings > Invite users to add other admins and collaborators to your account.

After setting up the account, you can bulk invite all users with the CSV tool later.

There are different levels of permissions. The account type controls who can do what, while the financial permissions control who can see what.

People are people who will be assigned to projects in Runn. We will start with preparing your People data in Runn's format.

Refer to the Import/ Export People help article for instructions to import People.

After importing people, you will notice that a list of new Roles has been created under Manage > Roles.

The current Default Role Rates and Default Role Costs are $0. If you need to use Runn to track your revenue and costs, you need to set up the default rates and costs.

Follow the steps in the Updating Existing Roles, Default Rates and Costs help article to update the default Rates and Costs.

All the people default to a full-time contract when they are first imported via the CSV tool.

If you have part-time staff, you can update their current contract to a part-time one.

If there are only a few, you can update the contract information in Runn following the instructions here.

If there are a lot of part-time staff, you can bulk update their contracts via the CSV Importer.

If you need to use rate cards for your projects, you must manually create the rate cards before assigning them to the projects via the CSV uploader.

Refer to the Rate Cards help article to learn more about how to create rate cards.

Add Projects so you can schedule allocations/ assignments to them in Runn:

Refer to the Import/ Export Projects help article for instructions to import Projects.

You should have added people's locations as tags when you imported People via the CSV tool.

Refer to the Public Holidays help article to set up Public Holiday Groups and add Public Holidays to your people.

Refer to the Import/ Export Time Offs help article for instructions to import time offs (scheduled leaves) in Runn.

If you have many users to invite to the account, you can use the Invite New Users CSV tool to send invitations to all of them in one go.

Refer to the Inviting New Users help article to bulk invite new users via the CSV importer.

Our powerful CSV uploader can also help you import other data in bulk:

You can report, filter and search by custom fields or skills when the data are added in Runn:

You can add additional projects data information as custom fields, or bulk-add phases and milestones to your projects:

You can import historic scheduled assignments in Runn so you can see them from the Project/ People Planner:

You can add historic actual hours worked on your projects during implementation if needed:

You can bulk update existing users' permissions:

If you have a lot of custom fields to set up, you can use the CSV tool to bulk-create custom fields:

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