Only Admin users with Edit Account Settings and Data set as On have access to the CSV Import & Export Tool.
You can use the CSV Import/Exporter to:
Add new Roles
Export Roles, Default Rates and Default Costs
Update existing Roles, Default Rates and Default Costs
You cannot delete Roles in Runn with the CSV Tool. You will have to delete them manually in Runn.
You can click on the Table of Contents on the right to jump to any section anytime.
Adding New Roles for the first time
1. Download Template
Hover your cursor to the top right-hand corner, click Settings
Click CSV
From the People Tab, expand Roles, Default Rates & Costs
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
Refer to the Data Format and Requirements section to prepare your data.
3. Importing your data in the CSV file
Jump to the Importing CSV file in Runn and follow the steps to import your CSV file.
Updating/Exporting Existing Roles, Default Rates & Costs
If your account already has Roles data and you want to add new roles or update existing data, you can easily download the existing data, make the changes and re-import the CSV file to Runn.
1. Exporting Existing Data
The data in the newly imported CSV file will overwrite existing data in Runn.
Hover your cursor to the top right-hand corner, click Settings
Click CSV
From the People Tab, expand Roles, Default Rates & Costs
Click Download Existing Roles CSV
Role ID column
The downloaded file contains a Role ID column, which is a unique identifier 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
You can add or update any role data from the CSV file according to the formatting requirements.
Here are some points to note:
Do not change the column header names
It is recommended that the column header names stay the same as those you see in the file downloaded from Runn.
If you are preparing your data based on a separate spreadsheet with different column headers, please change them to Runn's column headers before you import.
Do not change the Role IDs
When updating existing data, please do not make any changes to the Role ID column, or the CSV importer may be unable to identify which data point you want to update.
If you would like to add new roles, you can leave the Role ID blank and just enter the role data in a new row:
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.
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
From the People Tab, expand Roles, Default Rates and Costs
Click Import Roles, Default Costs and Rates CSV
Update the data in this CSV file
4. Upload Roles and Costs
Drag your file to the screen or click Import Roles, Default Costs and Rates 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, review and click Confirm
6. Review Entries
On this page, you will see all the data points under Runn's Required Column Headers. Review to ensure everything is correct and fix any errors.
Click Complete Import
❌ What to do if there is an error?
Check out this article to learn more about how to fix errors.
Congratulations! You have successfully imported roles! 🎉
You can validate if the data are successfully uploaded by following the steps below:
7. Validating the data
Go to Manage > Roles
You should now see all the roles, default rates and costs added in Runn:
Still need help?