Only Admin users can access the CSV Import/Exporter.

Project milestones are markers of key events or instances throughout the duration of your project that help to show its progress. You can learn more here.

You can use the CSV Import/Exporter to:

Add new milestones to projects
Export existing milestones in projects
Update existing milestones in projects

You cannot delete Milestones in Runn with the CSV Tool. You will have to delete them manually in Runn.

First-Time Account Setup

You can bulk-add existing milestones of your projects to your Runn account.

1. Downloading Templates

Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Milestones
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

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 milestones

3. Importing Milestones

Jump to the Importing CSV file in Runn and follow the steps to import your CSV file.

Updating/Exporting Existing Data

If your account already has Milestones and you want to add new milestones or update existing milestones (e.g. update the milestone name or note), you can easily download the existing data, 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 Projects Tab, expand Milestones
Click Download Existing Milestones CSV

Milestone ID column

The downloaded file contains a numeric Milestone ID column, which is a unique identifier for milestones 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

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

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 milestones

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
Click on the Projects Tab, expand Milestones
Click Import Milestones CSV

4. Upload Project Milestones

Drag your file to the screen or click Import Milestones 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

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 milestones! 🎉

7. Validating the data

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

Go to the Project Planner
Look for a project in which you have updated the milestones
Check if the milestones are updated accordingly

Do NOT re-import the Milestones CSV file immediately if you discover errors after the import

If your file has new milestones (No Milestone ID), and you have noticed some errors in Runn AFTER the import, do not just fix your original CSV file and re-import. This will duplicate all the new milestones without Milestone ID.

Please download the Existing Milestones CSV, make the changes, and re-upload the file.