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:
Invite new users in bulk
Export list of users with their permission levels
Update users' permission levels
Check out Managing your Runn users' access permissions to learn more about user permissions.
Users are free and unlimited so you can add as many as required.
What is the difference between users and people managed?
Check out this help article to learn more.
You cannot remove Users in Runn with the CSV Tool. You will have to remove them manually in Runn.
Invite New Users
1. Download template
Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Users and Permissions Tab, expand Invite New Users
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
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 Users and Permissions Tab, expand Invite New Users
Click Import Invitations CSV
4. Uploading Invitations
Drag your file to the screen or click Import Invitations 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 sent off the invitations! 🎉
7. Reviewing invitations sent
Go to Manage > Users, and scroll to the bottom, you should see the list of sent:
Update Permissions
If your account already has Users and you want to change their permission levels in bulk, you can easily download the existing permission levels, make the changes and re-import the CSV file to Runn.
The data in the newly imported CSV file will overwrite the existing permission level of the people in Runn.
If you need to invite new users, please use the Invite New Users CSV tool.
1. Exporting Existing Data
Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Users and Permissions Tab, expand Update Permissions
Click Download Existing Permissions CSV
Update the data in this CSV file.
User ID column
The downloaded file contains a numeric User 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
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
Email, first name and last name are reference fields
You can see (ref) at the end of the column header, meaning this is a reference field to indicate which person the User ID is associated with.
Do not make changes to this field. Any changes made will not be updated in the system.
If you need to change a user's email address, you need to manually remove them and re-invite them with the new email address.
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
Click on the Users and Permissions Tab, expand Update Permissions
Click Import User Permissions CSV
4. Uploading User Permissions
Drag your file to the screen or click Import User Permissions 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 updated user permissions! 🎉
7. Reviewing User Permissions
Go to Manage > Users, you should see the list of users and their current permissions.
Still need help?