📊Data Issues

Fixing data upload and sync problems

Common solutions for data upload errors, validation failures, broken hierarchies, missing data, and field mapping problems.

Data Upload Errors

CSV upload fails completely

• Ensure file is saved as CSV (not .xlsx); verify encoding is UTF-8 (Excel: Save As > CSV UTF-8)

• Check file size (<50MB); remove empty rows/columns

• Test with a small subset (100 rows) to isolate the issue; try a different browser

"Missing required fields"

• Add the missing column (Position ID, Manager ID, or Job Title)

• Headers are case-sensitive and must match exactly

• Leave Manager ID blank only for the top-level position (CEO)

"Duplicate Employee ID"

• In Excel: select Employee ID column > Data > Remove Duplicates

• Correct so every ID is unique, then re-upload

"Invalid Manager ID"

• Each Manager ID must match an existing Employee ID in the file

• Check for typos, format mismatches (e.g., "001" vs "1"), or managers removed from the dataset

"Circular reporting" or "Self-reporting"

• Trace the reporting chain to find the loop (e.g., A → B → C → A)

• Correct one Manager ID to break the loop; an employee cannot be their own manager

Field Mapping Issues

Wrong fields mapped (data in wrong columns)

• Go to Data Management > Field Mapping (Admin) and update mappings

• During upload, use the field mapping screen to map each CSV column to the correct Agentnoon field

Custom fields not appearing

• In Data Management > Field Mapping, add a mapping for the custom CSV column

• Choose field type (text, number, date), save, then re-upload or use partial upload

Date format errors

• Required format: YYYY-MM-DD (e.g., 2026-02-18)

• In Excel: Format Cells > Custom > yyyy-mm-dd

• Incorrect formats: 02/18/2026, 18-Feb-2026, 2026/02/18

Missing or Incorrect Data After Upload

Missing employees after upload

• Check upload report for validation errors (missing required fields, invalid manager IDs)

• Clear all filters; verify employees are within your access scope

• Partial uploads only update records in the file — use a full upload to include all employees

Employee data incorrect after upload

• Verify source CSV has correct values; check field mapping

• Re-upload a corrected CSV; if still wrong after re-upload, contact support

Reporting relationships broken

• Look for the orange broken hierarchy indicator in the toolbar

• Fix options: correct in source HRIS and re-sync, use partial upload to fix Manager IDs, or manually edit the position (temporary)

Department / location incorrect

• Check for inconsistent naming ("Engineering" vs "engineering", "SF" vs "San Francisco")

• Standardize in source CSV using find-and-replace, then re-upload

Salary showing wrong amount

• Values must be plain numbers only: 150000 not $150,000

• Verify field mapping points to the salary column; check currency codes (USD, EUR, GBP)

Data Sync Issues (Live Integrations)

Data not syncing from HRIS

1. Go to Settings > Data Management > Integration Status

2. Check last sync time and review logs for errors:

   • Authentication failure → re-enter API credentials or SFTP password

   • Connection timeout → check firewall rules

   • Data validation error → fix source data in HRIS

   • Field mapping issue → update field mappings

3. Click Test Connection; manually trigger sync to confirm

New hire not appearing

• Verify sync has run since the hire was added to HRIS

• Check new hire passed validation (Employee ID, valid Manager ID, required fields filled)

• Review sync logs for errors; manually trigger sync if urgent

Terminated employee still appearing

• Verify termination was processed in HRIS; check if terminated employees are still included in the export

• Wait for next sync (employee will disappear automatically when excluded from export)

• For immediate removal: upload a full CSV without the terminated employee

SFTP connection failing

• Settings > Data Management > SFTP Integration > Test Connection

• Verify username, password, host, and port (usually 22)

• Test with FileZilla/WinSCP: if external tool also fails, the issue is the SFTP server; if it works, contact support

Data Refresh Issues

Refresh taking too long

• Normal: <5,000 employees = 5–15 min; >10,000 employees = 30–60 min

• If stuck >2 hours: contact support

Data refresh failed / rolled back

• Check email for error notification; review Data Management > Upload History

• Fix validation errors in source CSV and re-upload

• If >10% of records have errors, the upload rolls back automatically

Need to restore previous data

• Re-upload your previous CSV as a full data upload

• If unavailable, export from HRIS as of a prior date or contact support for backup restoration

• Prevention: save dated CSV copies before each upload

Validation Warnings

Salary outliers detected

• Review if legitimate (executives, interns, currency conversion errors)

• Check for typos (1,500,000 vs 150,000); if all are valid, proceed — it's a warning, not a blocker

Inconsistent naming

• Standardize values in source CSV (one format per field); use find-and-replace in Excel

Partial Upload Issues

Partial upload not updating records

• Verify the unique identifier (Employee ID or Position ID) in the partial CSV matches exactly — including format (e.g., "001" vs "1")

Partial upload created duplicates

• IDs didn't match, so the system created new records

• Fix: run a full upload to replace duplicates, or manually delete the extra positions

When to Contact Support

Contact [email protected] if:

• Upload fails with unclear error after trying solutions

• Data corruption occurred after upload

• Live integration stopped working completely

• Validation errors persist after fixes

• Data refresh stuck >2 hours

Include: upload timestamp, exact error message, anonymized sample CSV, screenshots, and organization name.