📊Data & Import FAQs

Data upload and management questions

Common questions about uploading, managing, and troubleshooting data in Agentnoon. Learn how to prepare your data, handle import errors, and keep your org information up-to-date.

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Data Requirements & Preparation

What data format is required to upload to Agentnoon?

Answer: Agentnoon accepts CSV files (.csv) or Google Sheets links. Files must be UTF-8 encoded with a single header row, unique column names, and no blank columns. Date fields should use YYYY-MM-DD format.

[Screenshot placeholder: Sample CSV file structure showing header row with columns like Employee ID, Position ID, Manager ID, Job Title, Department, and Salary in proper format]

Learn more: Data Requirements

What are the minimum required fields for a data upload?

Answer: Three fields are required: Position ID (unique identifier for each position), Manager's Position ID (defines reporting relationships), and Job Title. All other fields like name, department, salary, and location are optional but recommended.

Learn more: Data Requirements

Can I import custom fields beyond the standard fields?

Answer: Yes! You can import unlimited custom fields such as pay grade, cost center, business unit, employee type, or any organizational attribute you track. Custom fields can be used for filtering, highlighting, and reporting.

Learn more: Data Requirements

How do I prepare my CSV file to avoid upload errors?

Answer: Follow the data error checklist: ensure unique employee IDs, valid manager IDs (no self-reporting or circular relationships), positive salary values, consistent date formats (YYYY-MM-DD), no blank mandatory fields, and standardized text formatting without special characters.

[Screenshot placeholder: Data validation error panel showing common errors like "Duplicate Employee ID found in row 47" and "Invalid Manager ID for row 23" with error counts]

Learn more: Data Error Checklist

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Upload Methods & Data Refresh

What's the difference between full data upload and partial data upload?

Answer: Full data upload replaces your entire Main Org dataset—anything not in the CSV is removed. Partial data upload updates specific fields for specific employees without replacing all data, useful for salary adjustments or department changes.

Learn more: Data Refresh & Sync

How often should we refresh data?

Answer: It depends on your setup. Manual CSV uploads are typically done weekly (Monday mornings) or bi-weekly after payroll runs. Automated integrations can sync daily (overnight) or weekly. Most organizations refresh weekly to balance freshness with stability.

Learn more: Data Refresh & Sync

What happens to scenarios when Main Org data is refreshed?

Answer: Scenarios are NOT automatically updated when Main Org refreshes. They remain as snapshots from when they were created. This preserves your planned changes and prevents new hires from unexpectedly appearing in scenarios like RIF plans.

Learn more: Data Refresh & Sync

Can I update scenarios with new Main Org data?

Answer: Yes, using scenario refresh. This updates your scenario with recent Main Org changes while preserving your scenario modifications. However, this feature is still in development—check with support for availability.

Learn more: Data Refresh & Sync

How do I perform a partial data upload?

Answer: Create a CSV with only the fields you want to update, always include Employee ID or Position ID to match records, then upload via Data Management → Partial Upload. Only those fields for those employees will be updated—nothing else changes.

Learn more: Partial Data Upload

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Live Data Integrations

What's the difference between manual upload vs live integration?

Answer: Manual upload gives you full control—you upload CSV files when needed. Live integration automatically syncs data from your HRIS (via SFTP, Workday API, or REST API) on a schedule, eliminating manual work but requiring initial setup.

Learn more: Data Refresh & Sync

What integration methods does Agentnoon support?

Answer: Three methods: SFTP integration (Agentnoon pulls CSV files from your server), Workday integration (direct API connection), and REST API integration (your systems push data to Agentnoon). SFTP is most common for organizations with existing data pipelines.

Learn more: Data Refresh & Sync

How do I set up a live data integration?

Answer: Admins go to Settings → Data Management, select integration method (SFTP/Workday/REST API), provide connection details, map HRIS fields to Agentnoon fields, set sync frequency (daily/weekly), test the connection, then monitor the first sync to ensure data flows correctly.

Learn more: Data Refresh & Sync

How do I check if my automated sync is working?

Answer: Go to Settings → Data Management → Sync Logs. Check the last sync time, status (success/failure), record count, and error logs. Healthy sync shows recent completion, no errors, record count matching HRIS, and recent changes reflected in Main Org.

[Screenshot placeholder: Sync Logs page showing last sync timestamp, success status with green checkmark, record count (2,847 positions synced), and "View Details" button]

Learn more: Data Refresh & Sync

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Troubleshooting Upload Errors

What are the most common data validation errors?

Answer: Missing required fields (Employee ID, Manager ID), invalid data types (text in numeric fields), broken reporting relationships (manager doesn't exist), duplicate Employee IDs, circular reporting (manager loops), and self-reporting (employee is their own manager).

Learn more: Data Error Checklist

How do I fix broken reporting relationships?

Answer: Ensure every Manager ID corresponds to an existing Employee ID. Check for orphan records (manager doesn't exist), circular reporting (manager reports back to employee), and self-reporting. Fix in your HRIS, then re-upload or manually correct in Agentnoon.

Learn more: Data Error Checklist

Why is my org chart broken after data upload?

Answer: Likely caused by invalid manager IDs or broken reporting relationships. Go to Main Org → Data Management (admin only), look for "Broken Hierarchy" indicator with orange link icon. Click to view positions with invalid managers, then fix in HRIS and re-upload.

[Screenshot placeholder: Broken hierarchy warning indicator showing orange link icon with text "5 positions have invalid reporting relationships" and "View Details" link]

Learn more: Data Refresh & Sync

A new hire from yesterday isn't showing in Agentnoon. Why?

Answer: Check if your HRIS has exported the new hire yet, verify sync has run since the hire was added, confirm the new hire passed data validation (no missing required fields), and if using manual upload, ensure you've uploaded the latest CSV.

Learn more: Data Refresh & Sync

What do I do if a data sync fails?

Answer: Check error logs in Settings → Data Management → Sync Logs. Common fixes: re-enter API credentials for authentication failures, check firewall rules for connection timeouts, fix source data in HRIS for validation errors, or update field mappings in integration settings.

Learn more: Data Refresh & Sync

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Data Security & Best Practices

How secure is my data during upload?

Answer: Agentnoon uses encrypted connections (HTTPS for uploads, secure SFTP for integrations). Only admins can upload data. API keys should be rotated regularly. Use access groups to restrict sensitive field visibility. Never include credentials or .env files in uploads.

Learn more: Admin Overview

Who can upload or refresh data?

Answer: Only admins have data upload and refresh permissions. Regular users can view Main Org and create scenarios, but cannot modify the underlying data source. This ensures data integrity and single source of truth from your HRIS.

Learn more: Admin Overview

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Next Steps

• Data Requirements - Detailed field requirements

• Data Error Checklist - Complete validation checklist

• Data Refresh & Sync - Full data management guide

• Admin Overview - Admin capabilities and responsibilities

• Scenarios FAQs - Scenario planning questions