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Integrate Namely with Lattice

Sync your company's Namely employee information with Lattice Using Namely as your HRIS, you can easily set up your organization in Lattice...

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Written by Adam Kroboth

Sync your company's Namely employee information with Lattice

Using Namely as your HRIS, you can easily set up your organization in Lattice through our integration. To sync your Lattice account with Namely, you must be an admin in both Lattice and Namely.

What employee information will come over to Lattice from Namely?

If synced, Lattice will pull the following information from Namely:

  • Name

  • Email

  • Job Title

  • Start Date

  • Telephone Number

  • Gender

  • Department

  • Manager

Lattice allows you to import custom fields from Namely. They must be Select or Number type.

Before you start

Departments should be set up in Namely before starting the integration process.

Ensure departments are created by navigating to Company > Settings > Organizations Structures > Groups.

The Department header in Namely must exactly match the Department header in Lattice to successfully sync. Both 'Department' (singular) and 'Departments' (plural) will be accepted.

Screenshot of Department settings in Namely (Groups)

You must be logged into Namely to complete the next steps of the integration.

Getting Started

  1. Navigate to Admin > Settings > Platform > Integrations.

  2. Click on Namely.

  3. Enter the Namely company domain. The domain is the first portion of the URL. For example, if your Namely URL were bigco.namely.com, you'd enter bigco.

  4. Select the employee type to import.

    • Full time

    • Part time

    • Contractor

    • Freelance Intern

  5. Click Connect to be redirected to Namely.

  6. Authorize Lattice by clicking Allow.

Your employee data will be automatically imported immediately after you've authorized Lattice, and when the import is complete, you'll receive an email notification with more information about the import.

Syncing options

Today, Namely has the option to:

  • Auto-sync your employees nightly (this will happen at 12 am PST)

  • Sync manually by clicking the blue Sync button

Even if you choose to auto-sync nightly, you will always have the option to sync manually during the day if needed.

The Namely import log

The import log contains information about each sync, including any errors that prevented the sync from occurring.

Learn more about the Import Log.

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