Only Admin users with Edit Account Settings and Data set as On have access to the CSV Import & Export Tool.

Project Custom fields allow you to add, filter and report information specific to your organization. Learn more about custom fields in Runn here.

You can use the CSV Import/Exporter to:

Add new Custom Fields data to projects
Export Project Custom Fields data
Update Existing Custom Fields data of projects

Set Up your Custom Fields First

You MUST set up your custom fields first before using this importer.

If you only have a few custom fields to set up, go to Manage > Custom Fields to set them up manually.

If you have many custom fields to set up, use the Custom Field Set Up CSV Importer to create them in bulk.

Adding/ Updating Custom Fields data to Projects

If your account already has Projects imported and the custom fields set up, you can easily download the list of projects and custom fields, make the changes and re-import the CSV file to Runn.

The data in the newly imported CSV file will overwrite/add to existing data in Runn.

1. Exporting Existing Data

Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Project Tab, expand Project Custom Fields
Click Download Existing Project Custom Fields CSV

You will now see a list of all your projects and the projects' custom field names as the column headers.

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.

Project Identifier column

The numeric value in the Project Identifier column in the downloaded file is Runn's Project ID, a unique identifier in Runn.

You can keep it as is. If you have a data set that uses the Internal Project ID added in the External References field as the unique identifier, you can add that to the Project Identifier column to update the project's data:

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/ Runn Project ID

3. Importing the CSV file

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
Click on the Project Tab, expand Project Custom Fields

(Skip this if this is your initial account setup or you are just adding new data)

If you want to remove and replace existing values for the multi select custom fields with the ones in your file, you can choose Replace mode before clicking the Import button.

Read this help article to learn more.

4. Click Import Projects Custom Fields CSV

4. Upload Project Custom Fields

Drag your file to the screen or click Import Project Custom Fields 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. Fix any typos if needed:

❌ What to do if there is an error?

Check out this article to learn more about how to fix general errors.

❌ What to do when I see the "Option does not exist" error?

Check out this article to learn more about how to fix this type of error.

If everything looks good, click Complete Import

Congratulations! You have successfully imported projects custom fields! 🎉

7. Validating the data

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

Go to Manage > Projects
Look for a project whose custom field data you have updated
View the Project Dashboard > Details Tab to see if the new custom field data is there