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I want to remove and replace some data that accepts multiple inputs (e.g. tags, multi-select custom fields). How?
I want to remove and replace some data that accepts multiple inputs (e.g. tags, multi-select custom fields). How?
Tina Chan avatar
Written by Tina Chan
Updated yesterday

Data Parameters that accept multiple inputs

For most of the data parameters in Runn, there is only a single input. You can update the data by simply importing the CSV file, which will overwrite the existing data.

However, some data parameters accept multiple inputs, such as:

Data Parameters

CSV Importer

People Data

  • Skills

  • Tags

  • People CSV Importer

  • Multi-select People Custom Fields

  • People Custom Fields Importer

Project Data

  • Tags

  • Workstreams

  • Managers

  • Projects CSV Importer

  • Multi-select Projects Custom Fields

  • Projects Custom Fields Importer

This article explains the steps to update/ replace existing data listed above.

How to remove and replace?

1. Data Preparation

If you would like to remove and replace existing data parameters listed above, you have to include all the new data inputs you would like to add to the person/ project

Example

Sita currently has the following 6 skills in Runn:

I realized that I accidentally added someone else's list of skills to Sita. Her correct skill matrix should only consist of 5 skills:

In this case, I will need to add the correct list of skills to Sita in the People CSV file:

2. Choose Replace... from the drop-down menu

When you head to the CSV Importer page, choose the Replace option

In this example, I am using the People CSV Importer and I am choosing Replace Skills and Tags

3. Import the CSV file

When this is chosen, once you click Import People CSV button, a backup file will be automatically downloaded so you won't lose your data in case you would like to revert back to the old data set.

Follow the instructions in the CSV Importer help articles to continue importing the file

4. Data removed and replaced

After the import, Sita's old skill matrix (6 skills) is now replaced with the newly imported one (5 skills):

Comparing Add to vs Replace

By default, Add to is selected. That means the data in your CSV file will be added to the person/ project, while keeping the existing data in Runn.

Example of Add to...

Sita currently has the following 6 skills in Runn:

I want to add a new Skil, C++ at a Level 3 to Sita. In the CSV file, I can input C++=3 under the Skill column:

When the file is imported under the default Add to state, C++ at Level 3 will be added to Sita:

The import does not remove any existing Skills from Sita.

Example of Replace...

Choose this ONLY when you want to remove existing data and replace them with the new ones.

As illustrated in the previous section, if Replace is chosen, her existing skills will be removed, and replaced by the skills on the CSV file:

Before Import (6 skills):

After Import (5 skills):


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