This article applies to organization admins and Diagnose users in the PI2 software.
Uploading an organization file is an essential action in the PI software. There are two primary use cases:
If you are are an organization admin, you can use org upload to add/update your employee data.
If you are a Diagnose user, you can use org upload to send an engagement survey to your employees.
As powerful as org upload is, the process has a learning curve. If it's your first time uploading an org file, you may encounter some formatting issues that you'll need to resolve before we can import your data.
In this article, we'll walk through how to format your org upload file and troubleshoot any errors you encounter.
What are the most common formatting errors for org upload?
There are 4 errors that you're most likely to see when uploading for the first time:
Let's walk through each in detail.
Tip: If a cell is highlighted, but you don't see an error message, simply click the highlighted cell. Doing so will surface the relevant error.
Date formatting error
If you see an error titled "Date MM/DD/YYYY formatting error," it means the highlighted cells don't currently match the formatting convention we need to import correctly.
Thankfully, the fix is relatively simple.
Click the dropdown button titled "Use a different action."
Select the option that says "Fix all formatting errors."
Once done, the highlighted cells should autocorrect to the proper format.
Review these cells to make sure everything looks accurate.
Repeat the process as needed for any other date-specific columns.
Example: In the screenshots above, both the "DateOfBirth" and "DateOfHire" fields are showing the same error. In this case, you'd need to click "Fix all formatting errors" twice — once for each column.
Email domain error
If you see an error titled "Email domain," it means the entered email does not match any of your allowed organization email domains.
There are a few ways to resolve this issue:
(Recommended) Add this domain to your allow list. Doing so will allow you to add any email tied to this domain moving forward.
Enable your account's domain override. Doing so will allow you to add any email moving forward, regardless of domain.
Search for and select a valid domain email where it says "Suggested options." (This list suggests valid emails based on your organization's allowed domains.)
Note: These emails suggestions, while technically valid, aren't necessarily the correct email to input here. If you select from this list, please verify that it is indeed the email on file for the given employee.
Manager's email address error
If you see an error titled "Manager's Email Address," it means you have not specified a manager email for the selected employee.
To resolve this error:
Click on the highlighted cell.
Enter the email of the selected person's manager.
Important: If you're receiving this error for an employee(s) who has a valid manager email inputted, it likely means their manager doesn't have a valid email inputted.
If the error is being thrown because the selected person has no manager (e.g., they're the CEO), here's how to resolve:
Click on the highlighted cell for the relevant employee.
Enter the person's own email (to signify that this person reports, essentially, to themself).
Example: Julie Massey and George Adams both report to Edgar Allan, the CEO of the company.
Edgar's "ManagerEmail" cell is currently blank, as he has no manager. However, this is throwing an error for Edgar (and the employees who report up to him).
To resolve this error, you'd add Edgar's email where the cell is highlighted.
Manager error
If you see an error titled "Manager Error," it means there's currently a reporting hierarchy "loop" within your data.
Example: The emails in the "ManagerEmail" field show that Derek reports to Michele, Michele reports to Jane, and Jane reports to Derek.
This creates a reporting loop between the three.
To resolve this issue, update the reporting structure (via the "ManagerEmail" field) so the loop no longer exists.
Here are some general guidelines:
Two employees cannot report to one another.
You cannot have a reporting line that is circular (e.g., A to B, B to C, C to A).
If a manager reports to no one (i.e., the CEO), their manager email should be their own. (See: Manager email address error.)
FAQs
Where do I go to upload an organization file?
Where do I go to upload an organization file?
There are two places where you can upload organization data to the PI software:
The "Upload Org File" button, located on the Administration page. (Requires organization admin access.)
The "Import your data" option within Diagnose when creating a survey. (Requires Diagnose access.)
What's the easiest way to cut, copy, or paste cells?
What's the easiest way to cut, copy, or paste cells?
Users tend to be familiar with the action of right-clicking cells in an Excel or Google spreadsheet to perform cut, copy, and paste actions. Unfortunately, the program we use to upload org data, OneSchema, does not allow you to right-click cells.
Instead, we recommend you use your computer's hotkeys to perform these actions. Here are some standard hotkeys you can use:
Cut: CTRL + X on Windows; Command + X on Mac
Copy: CTRL + C on Windows; Command + C on Mac
Paste: CTRL + V on Windows; Command + V on Mac
Select all: CTRL + A on Windows; Command + A on Mac
Tip: If you're struggling to manipulate the data in OneSchema, we recommend modifying your data file in your preferred program (e.g., Excel, Google Sheets) and then reuploading once you're done.
I've made progress reformatting my file, but prefer to work in Excel, Sheets, etc. Can I export the data?
I've made progress reformatting my file, but prefer to work in Excel, Sheets, etc. Can I export the data?
Yes, you can export your progress and continue in your preferred spreadsheet software.
To export:
Hit the "Export" button in the top-right corner of the panel.
Select your preferred option from the dropdown menu. (You can choose to export as an Excel file, export just the error rows, or export as a CSV.)
A copy of the data will download via your browser.
Open the file to continue working where you left off.
Tip: Once you're ready to resume within PI, simply upload your new file and continue with the org upload process.
I'm getting the "Manager's Email Address" error, but all cells are filled out. Why?
I'm getting the "Manager's Email Address" error, but all cells are filled out. Why?
If you're receiving this error, but all the cells are filled out, it's possible there's a hierarchy "loop" with the reporting structure.
Example: The emails in the "ManagerEmail" field show that Derek reports to Michele, Michele reports to Jane, and Jane reports to Derek.
This creates a reporting loop between the three.
To resolve this issue, update the reporting structure (via the "ManagerEmail" field) so the loop no longer exists.
Here are some general guidelines:
Two employees cannot report to one another.
You cannot have a reporting line that is circular (e.g., A to B, B to C, C to A).
If a manager reports to no one (i.e., the CEO), their manager email should be their own. (See: Manager email address error.)
I don't see an option to add or override organization domains? Why?
I don't see an option to add or override organization domains? Why?
The ability to add or override organization domains is available only to organization admins.
If you are uploading org data via Administration, you already have org admin access. You can find the organization domains page under the "Organization Settings" tab.
If you are uploading org data via Diagnose, it's possible you don't have org admin access. If this is the case, please request that an existing org admin either promote your access or make these changes on your behalf.
Additional support