Common Questions about Uploading Your Data in Pequity

Data Ingestion Errors

Why am I seeing an error about a missing unique identifier?

Data ingestion requires a unique identifier to correctly match records. Your uploaded file must include one of the following:

• EID (Employee ID) — recommended

  • The EID column must:

    • Not allow empty values

    • Be unique

  • Once set, select EID from the Unique Identifier dropdown.

• Email — acceptable alternative if EID is unavailable

If neither is present or properly configured, the ingestion process will fail.

Data Source Basics

What is the purpose of a Data Source?

A Data Source acts as a template for all future uploads. Once created:

• You do not need to re-upload or remap it each time

• It maintains a persistent connection to:

  • People

  • Ranges

  • Compensation Cycles

Why can’t I edit the data type after upload?

Because the Data Source is a template, data types and column settings cannot be changed once saved. This includes:

• Data Type

• Allow Empty

• Uniqueness

This ensures consistency between the Data Source and how data is displayed throughout the platform.

Data Preparation Tips

How do I ensure my data uploads successfully?

Before uploading, review each column carefully:

Confirm the correct Data Type

• String – alphanumeric values and symbols (e.g., abc, abc3, abc@email.com)

• Number – numeric values only (e.g., 123, 1.23)

• Boolean – Yes or No

• Date – preferred format: YYYY-MM-DD

Check column rules

• Should the column Allow Empty?

• Should the values be Unique?

Column Changes & Updates

Can I upload a version with renamed columns?

No. Column names must exactly match the original Data Source template.
If you need different column names, create a new Data Source.

What if my file has the same columns plus new ones?

That’s fine—as long as all original columns are present.

• The upload will succeed

• The additional columns will become part of the new template

• Future uploads must now include these new columns

• Don’t forget to:

  • Create the corresponding columns in the destination page

  • Map them correctly

If any required column is missing, the upload will fail.

Reviewing & Fixing Errors

Can I filter to only see errors during review?

Yes. Enable “Show errors only” to quickly identify and fix problematic columns or cells.

Can I edit data during the ingestion process?

Yes, with some limitations:

You can:

• Edit individual cells

• Remove rows

You cannot:

• Remove columns

• Change date formats

For those changes, update the file externally and re-upload.

Data Mappings

Why are some mapping options greyed out?

This happens when the Data Type of the source column does not match the destination field.

Valid mappings include:

• String → Text or Short Text

• Number →

  • Decimal (select decimal precision)

  • Currency (for monetary values)

  • Integer (whole numbers only)

⚠️ Important:
Percentages must:

• Be stored as decimals

• Already be formatted as percentages before upload

SFTP vs API

Which is easier to set up?

SFTP is generally faster and simpler. It uses a scheduled file transfer between your HRIS and a secure Pequity folder.

Why does API integration take longer?

API integrations require:

• Coordination with your HRIS

• Validation that the data being pulled is accurate and up to date

• Multiple rounds of testing and alignment

This naturally results in a longer setup timeline.

What’s next after setting up an HRIS API?

Contact Pequity Support and provide:

• The list of columns you want pulled via API

• Any additional column requests

For new columns, align with Support on:

• Timeline

• Data availability

• Expectations