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/Export to bulk add Time Off/Scheduled leave to your people.

If you have information about people's time off in your HR system, simply convert it into Runn's format and import it into Runn!

Please note that once a time off entry is created, you cannot bulk edit or delete scheduled leave via the CSV importer. You will have to do this manually on the People Planner.

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

What kind of Time Off can I import?

Scheduled Leave

You can import both full-day or partial-day scheduled leave.

Public Holidays

This importing tool is for importing scheduled leave only. To add Public Holidays to your people, please refer to the Public Holidays help article.

Rostered Day Off

Rostered Day Off (a person has a day off regularly every week) is defined in the employment contract. You can define people's rostered day off in bulk via importing contracts.

Importing Time Off

1. Download Template

Hover your cursor over the top right-hand corner, click Settings
Click CSV
From the People Tab, expand Time Off
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. This way, Runn can automatically map the data into the system

Can I use my own column header names in my CSV file?

If it is more convenient for you to use your internal naming conventions in the column headers, it is also possible. You will have to manually match the data with a few clicks during the importing process

Our CSV tool allows you to match the column headers into Runn's format with just a few clicks. See the help article here.

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 duplicated records

Make sure that there are no duplicated time off entries and that each record has a unique email address/ external references ID number

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 Time Off
Click Import Time Off CSV

4. Uploading Time Off
Drag your file to the screen or click Import Time Off 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

What do I do if the column headers are not the same?

Check out this help article to learn more.

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 Time Off! 🎉

7. Validating the data

You can validate if the data are successfully uploaded by following the steps below: