Partial Data Upload

Update specific fields or add new records without re-uploading your entire dataset.

Partial Upload lets you update select records or append new ones to your Agentnoon org chart without importing your full data file.

Common use cases:

• Update specific employee information (titles, salaries, departments)

• Add new hires without re-uploading the entire organization

• Add an acquired company's org alongside your existing org (M&A integration)

• Bulk update specific attributes across multiple employees

• Add temporary or contractor positions

• Append new departments or business units

Key benefits:

• No need to re-upload your entire dataset

• Faster than a full data import

• Updates or adds only what you specify

• Existing data remains unchanged unless explicitly updated

When to Use Partial Upload vs Full Data Import

Use Partial Upload when	Use Full Data Import when
Updating specific employee attributes	Setting up Agentnoon for the first time
Adding new hires or positions	Refreshing the entire dataset from your HRIS
Adding an acquired company for M&A integration	Major restructuring affecting the entire company
Appending a new business unit or department	Correcting fundamental data issues across all employees
Bulk updating a subset of employees	Starting fresh after major changes

General rule: Use Partial Upload for targeted changes, Full Import for complete replacement.

Permissions

Partial Uploads can be performed by administrators and users with data management permissions. To request access, contact your Agentnoon administrator.

Security considerations:

• Partial uploads can modify org data and should be restricted to trusted users

• Consider an approval workflow for major uploads

• An audit trail tracks who uploaded what and when

Prepare Your Partial Dataset

1. Create a spreadsheet with only the records you want to update or add

2. Include only the fields that need to be updated (e.g., Name, Job Title)

3. Ensure each row includes a unique identifier (Employee ID or Position ID)

4. For new positions or employees, include a Manager ID to correctly place them in the org chart

Note: Records without a manager may appear detached from the structure.

Uploading the File

1. Navigate to Data Management → Partial Upload

2. Upload your file (CSV).

3. Click Upload to begin processing.

Mapping Changes

1. Select a unique identifier (e.g., Employee ID or Position ID) so Agentnoon knows which existing records to update

2. Agentnoon auto-detects the fields in your partial file and pre-selects them for update. You don't need to re-map fields that haven't changed.

3. Review the selected fields and make adjustments if needed before continuing

Once the upload completes, existing records update and any new records appear in the org chart. Changed cards are marked with an orange edit icon in the bottom-left corner.

Advanced Partial Upload Scenarios

Adding a new business unit

Prepare a file with the new unit's positions and reporting structure. Define the entry point (which existing leader the new unit reports to). Use Partial Upload to append the unit, then verify it appears in the correct location in the org chart.

Bulk attribute updates

Export current data or create a file with just the employees to update. Include only the unique identifier and the fields that need changing — all other fields remain unchanged. Examples: updating 50 employees with new titles after reclassification, adjusting salaries for an entire department after a market adjustment, or moving a team from Department A to Department B.

Adding seasonal or contract workers

Prepare a file with contractor or seasonal employee data. Include an Employee Type attribute (e.g., "Contractor", "Seasonal"). Use Partial Upload to add these positions, then filter by Employee Type to show or hide the temporary workforce.

Use Case: M&A Integration

Partial Upload is the recommended approach for adding an acquired company's org alongside your existing one. Unlike a standard data import — which replaces your entire Main Org — Partial Upload adds the acquired company's data without touching your existing organization. Both orgs exist side-by-side in Main Org, allowing you to model integration in scenarios.

Step 1: Prepare acquired company data

Export the acquired company's org structure, including:

• All employees and positions

• Manager relationships

• Departments and locations

• Titles and compensation

• Any custom attributes

Critical: Add a "Company" or "Original Organization" column with the value set to the acquired company's name. This lets you filter and distinguish between organizations.

Step 2: Perform Partial Upload

1. Navigate to Data Management → Partial Upload

2. Upload the acquired company file

3. Map fields to Agentnoon attributes

4. Ensure unique identifiers don't conflict with existing employees

5. Confirm and process the upload

Step 3: Verify both orgs exist

1. Navigate to Main Org > Directory

2. Filter by the "Company" attribute

3. Verify both organizations appear

4. Check that total headcount includes both orgs

Step 4: Create an integration scenario

1. Create a new scenario for M&A integration

2. Both orgs are visible as the starting state

3. Model consolidation, redundancy elimination, and combined structure

4. Use effective dates to phase the integration

Learn more: M&A Integration Tutorial

Best Practices

Use unique identifiers — Always include Employee ID, Position ID, or a guaranteed-unique email address. Without them, Agentnoon may create duplicate records instead of updating existing ones.

Test first — For major partial uploads, test with 5–10 records first. Verify the upload behaves as expected and check for duplicates or unexpected changes before uploading the full dataset.

Back up before uploading — Duplicate your Main Org as a scenario before any major partial upload. If the upload has issues, you have a reference to the original state.

Validate your data — Before uploading, check for missing required fields, verify manager relationships are valid, ensure unique identifiers are correct, validate data types, and remove any test or dummy data.

Communicate major changes — For uploads affecting many users, notify stakeholders before uploading, communicate what's changing and why, and provide a timeline for when changes will appear.

Troubleshooting

Problem	Cause	Solution
Duplicate records created	Unique identifier not mapped correctly or identifiers don't match between files	Delete duplicates; re-upload with correct identifier mapping; ensure Employee ID/Position ID values match exactly
New records don't appear in org chart	Missing manager relationship or invalid Manager ID	Check that Manager ID exists in your org; verify manager field is mapped correctly; detached records appear at top level until a manager is assigned
Updates don't apply	Unique identifier not found in existing data	Verify identifier values match exactly (no extra spaces, case-sensitive); check that the records you're updating actually exist
Wrong fields updated	Field mapping incorrect during upload	Review field mapping carefully before confirming; cancel and restart if mapping looks wrong
M&A upload replaces existing org	Standard data import used instead of Partial Upload	Contact Agentnoon support to restore if recent; always use the Partial Upload workflow specifically

Related Articles

• M&A Integration Tutorial - Complete M&A workflow using Partial Upload

• Data Import - Full data import process

• Data Requirements - Required fields and formatting

• Data Error Checklist - Troubleshooting data issues