Errors When Uploading Employee List or Org Chart in EngageRocket
This article explains the most common upload errors for the Employee List and Organisational Chart in EngageRocket and how to fix them.
⚠️ Who is this article for? This guide is for Entity Admins who manage employee data in EngageRocket. If you cannot see the Employees tab at all, you may not have the required admin permissions — see How to Check What Permissions You Have in EngageRocket.
Upload errors for the Employee List and Organisational Chart are almost always caused by a formatting issue in the Excel file — not a platform problem. Work through the checks below based on the type of upload you are performing.
💡 Where to start: Read the error message on screen first. EngageRocket usually identifies the specific row and column causing the issue — start there before checking anything else.
General checks for any upload error
These checks apply to both Employee List and Org Chart uploads and should be completed before investigating specific error types.
Always download a fresh copy of the template from the platform each time you upload — do not reuse older versions as column headers may have changed. Do not modify any column headers in the template, even adding a space or changing capitalisation will cause the upload to fail. If you have a large file, try uploading a small test batch of 5–10 rows first to confirm the format is correct before uploading the full dataset.
Common errors when uploading the Employee List
"Unit Code not found" error The unit assigned to an employee in your file does not match any unit in the Organisational Chart. Check for differences in spelling, capitalisation, or spacing between the two files — they must match exactly.
Duplicate email address error Each employee must have a unique email address. Check for duplicate rows or employees listed with slightly different email formats (e.g. extra spaces or different domains).
Date format error Date fields such as Start Date must follow the format DD/MM/YYYY exactly. Excel may auto-reformat dates when you enter or paste data — check the cell format in Excel after entering dates to ensure they have not been changed.
Missing mandatory fields Full Name and Email Address (or Unique Employee ID) are required for every row. Check for any blank cells in these columns before uploading.
Common errors when uploading the Org Chart
Unit structure error All Level columns must be filled in correctly and parent unit names must match child unit references exactly. Check that there are no blank rows in the middle of your data — these will break the structure hierarchy.
Units missing after upload Units that appear missing may have been in rows with validation errors and were skipped during the upload. Check the error report generated after the upload and re-upload only the corrected rows.
💡 Pro tip: If a row keeps failing even after you fix the error, copy the data into a brand new template file and try again. Hidden characters or cell formatting from the original file can persist even after editing and will continue to cause failures.
Something Not Working?
I used "Replace Entire List" by mistake and lost data.
- Likely cause: The Replace Entire List function overwrites all existing data with the new file.
- Action: Contact support immediately at support@engagerocket.co and do not make any further changes to the Employee List. Data recovery may be possible depending on timing.
⚠️ Important: The Replace Entire List option permanently overwrites your existing employee data. Always use the Add or Update option unless you intend to replace the full list. If in doubt, contact support before uploading.
Still Need Help?
If you have questions about uploading your Employee List or Org Chart in EngageRocket, reach out to us at support@engagerocket.co and we'll be happy to assist!