--- title: How to Import Your Employee Data into Pequity description: If you're new to Pequity or using a free trial, this guide will walk you through how to import your own employee roster and start working with your actual data. --- [Skip to content](https://helpcenter.pequity.com/support/how-to-import-your-employee-data-into-pequity#main-content) English Show submenu for translations [More support](https://helpcenter.pequity.com/support/kb-tickets/new?hsLang=en) ![Logo (1)](https://helpcenter.pequity.com/hs-fs/hubfs/Logo%20(1).png?width=202&height=50&name=Logo%20(1).png) - [Pequity](https://pequity.com/) - [Platform](https://pequity.com/solutions) - [Blog](https://blog.pequity.com/) - [Login](https://pequity.app/login) - [Get a demo](https://pequity.com/contact) Open main navigation Close main navigation - [Pequity](https://pequity.com/) - [Platform](https://pequity.com/solutions) - [Blog](https://blog.pequity.com/) - [Login](https://pequity.app/login) - [Get a demo](https://pequity.com/contact) - English Show submenu for translations - [More support](https://helpcenter.pequity.com/support/kb-tickets/new) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Support Center](https://helpcenter.pequity.com/support?hsLang=en) 2. [Getting Started with Pequity](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en) 3. [Integrations & Data Management](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#integrations-data-management) # How to Import Your Employee Data into Pequity Welcome! If you're new to Pequity or using a free trial, this guide will walk you through how to import your own employee roster and start working with your actual data. Let’s get started! --- #### 🧹 Step 1: Clear Out Demo Data If your workspace was preloaded with demo data, you’ll see ~1,000 sample employee records. To remove them: 1. Go to the **People** tab. 2. Select all employees using **bulk select**. 3. Confirm that all 1,000+ are selected. 4. Click **Delete**. This may take a few moments—hang tight while it completes. > 💡 You can still explore Comp Cycle templates! These operate independently and won’t be affected by deleting the demo employee data. --- #### ➕ Step 2: Add Custom Columns (Optional) Want to track something specific—like a custom stipend or bonus type? 1. Go to **Edit Columns** in the People tab. 2. Click **+ Add Column**. 3. Name your new column (e.g., “Gym Stipend”). 4. Set the **type** (e.g., Currency). 5. Pick a color to highlight it (optional). 6. Make it **editable**, **filterable**, and **sortable** (optional). 7. Choose where it appears in your table (optional). --- #### 📁 Step 3: Import Your Employee Data File 1. Navigate to the **Data** tab. 2. Click **Add New Source**. 3. Upload your CSV file. 4. Name your import (optional). 5. (Optional) Add a description to help differentiate it later. > If your headers aren’t in Row 1, you can choose the correct row before mapping. --- #### 🧠 Step 4: Review and Map Your Data Pequity’s AI will take a first pass at mapping your columns to existing system fields. - Check for mapping errors (click **“Filter by Errors”**). - Resolve any flagged fields (e.g., duplicate emails). - If a column like "Email" doesn’t need to be unique, you can toggle that off. Once satisfied: 1. Confirm the data types (e.g., dates, currency). 2. Click **Next** and **Review** the import. 3. Export the cleaned data if desired. 4. Click **Upload** to complete the import. Your employee data is now in Pequity! --- #### 🔄 Step 5: Map Data to People Fields 1. Go back to the **People** tab. 2. Click **Edit Columns** \> **Data Mapping**. 3. Set the new upload as your **primary data source**. 4. Map key fields like: - First Name - Last Name - Start Date - Base Salary 5. Click **Publish Changes**. Your employee data will now appear correctly in the People list. --- #### 🚀 Step 6: Put Your Data to Work Now that your people data is loaded, you can: - Use it in **Insights** (refreshed daily) - Launch a new **Comp Cycle**: 1. Go to **Comp Cycles** and create a new cycle. 2. Select your uploaded employee list. 3. Choose which columns to import. 4. Click **Confirm**. Just like that—you’re ready to begin planning compensation with your own data. --- #### 🙋 Need Help? 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