Lattice

Adam

Customer Care

Integrate Lattice with your other systems

Integrations 

Lattice MCP is a secure connector that allows AI Tools (like Claude or ChatGPT) to interact with and act on Lattice data.

Lattice MCP Integrations Overview

Explore example prompts and advanced automations you can use with the Lattice MCP to prepare for conversations, understand your team, manage reviews and updates, work with feedback and goals, and…

Lattice MCP Prompt Library

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to ChatGPT.

Set up Lattice MCP with ChatGPT

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to Claude.

Set up Lattice MCP with Claude

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to custom AI system.

Set up a Custom Lattice MCP Server

MCP Tools are the specific capabilities that the MCP exposes to an AI assistant.

Lattice MCP Tools

Lattice MCP Server FAQs

Connecting an AI tool to the Lattice MCP Server does not change what you can access in Lattice

Lattice MCP Security and Permissions

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to Slack.

Set up Lattice MCP with Slack

Troubleshoot missing MCP tools or permissions

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to Glean.

Set up Lattice MCP with Glean

Connect Lattice data directly into your AI assistants. 

Lattice MCP Integrations 

The Import Log allows admins to view every sync logged by an HRIS integration or SFTP integration and CSV upload. For troubleshooting, the...

The Import Log

Manage your employees in Lattice straight from your HRISLattice allows you to integrate your HRIS to sync your employees. Our HRIS integra...

Integrate Your HRIS with Lattice

How to switch your HRIS integrations within the platform

When switching HRIS vendors, it is important to reach out to your Relationship M...

Preparing Lattice for an HRIS Vendor Switch

Admins and IT admins can disconnect their HRIS integration* from Lattice by following these steps:
Navigate to Admin &gt; Settings &gt; Pl...

Disconnect Your HRIS Integration from Lattice

How to disconnect individual users from your HRIS, SFTP, or SCIM sync

Disconnect Individuals from Your External System

Melissa

HRIS Integrations 

Prerequisites:To connect Workday to Lattice, you will need:
To configure the reports as Advanced type reports to enable web service access...

Configure the Workday integration

Sync Lattice Review Data to Workday

Workday 

Sync your company's Rippling employee information with Lattice.The Lattice Rippling integration allows admins to manage users based on you...

Integrate Rippling with Lattice

The following are available attributes for mapping between Rippling and Lattice for API integration between Rippling and Lattice. For more...

Rippling Fields Available in Lattice

Rippling 

Sync all your company's BambooHR employee information with Lattice

Integrate BambooHR with Lattice

The following are available attributes for mapping between BambooHR and Lattice.

BambooHR Fields Available in Lattice

Problem

Is it possible to sync only a certain subset of employees into Lattice via the Bamboo HR sync?

Resolution 
You are able to contr...

Sync a Subset of Employees into Lattice via Bamboo HR

Bamboo

Sync your company's HiBob employee information with Lattice using SFTP.

Integrate HiBob with Lattice

HiBob

A guide to integrating your ADP account with Lattice

Integrate ADP with Lattice

The following are available attributes for mapping between ADP and Lattice.

ADP Fields Available in Lattice

Answers to common questions about Lattice's integration with ADP

Lattice Connector for ADP Workforce Now® FAQ

Moving an active user to the Deactivated state when syncing with ADP

Deactivate a User When Integrated with ADP

Changing the status of a Deactivated user synced with ADP

Reactivate a User when Integrated with ADP

ADP 

Sync your company's Personio employee information with Lattice

Integrate Personio with Lattice

Which Personio data maps to Lattice fields

Personio Fields Available in Lattice

Personio

Integrate Zenefits with Lattice

Which data in Zenefits maps to Lattice fields

Zenefits Fields Available in Lattice

How to unlink the data sync from Zenefits to Lattice

Disconnect the Zenefits Integration

Zenefits

Sync your company's UKG Pro employee information with Lattice

Integrate UKG with Lattice

UKG Fields Available in Lattice

UKG 

Automatically update Lattice with your data in Gusto

Integrate Gusto with Lattice

Gusto Fields Available in Lattice

Gusto 

Integrate Namely with Lattice

Which fields in Lattice map to data in Namely

Namely Fields Available in Lattice

Namely 

Sync your company's Humaans employee information with Lattice using SFTP.

Integrate Humaans with Lattice

Humaans 

Sync all of your company's TriNet employee information with Lattice

Integrate TriNet with Lattice

TriNet

Admins can pull and link HRIS custom fields into Lattice. Any updates to your user field within the HRIS will sync to Lattice.

Import Your Custom Field From an HRIS

Link Lattice Custom Fields to data in your HRIS

Manually Link Custom Fields to a HRIS

Override a supported default Lattice field with a custom HRIS field

Manually Override the Default Field Link to an HRIS Custom Field

Learn how to disconnect a custom user field from your HRIS while keeping its existing Lattice data intact

Disconnect Custom User Fields from an HRIS

Fields 

How to set up an SFTP integration to send employee data to Lattice.

Keep Your Org Updated with SFTP

Column Headers Accepted in Lattice's SFTP Import Process

Column Headers Accepted for SFTP

Learn how to pause or resume SFTP syncs in Lattice

Pause or Resume your SFTP sync

If you misplace your SFTP account password or need to reset the password for any reason, you can do so directly in Lattice.

Reset your SFTP Password

Automatically upload or bulk update your entire organization from Rippling with a CSV file via manual upload or SFTP

Import Your Organization from Rippling via SFTP

SFTP 

You may need to change the owner of your HRIS Integration if the admin who initially set up your integration has left your organization, or if their permissions in Lattice…

How can I change the owner of our HRIS Integration?

Unable to Update an Employee's Manager When Synced With HRIS

Troubleshooting steps when an employee is not pulling in from BambooHR

Employee is not pulling in from BambooHR

Configure alerts when an import has failed

Receive Import Log Alerts by Email

A guide to import errors and their suggested methods for resolution

Common Import Log Errors and How to Resolve Them

How to resolve the Manager Loop error in the import log

Import Log Error: Manager Loop

How to resolve the Cannot have a future hire date error in the import log

Import Log Error: Cannot have a future hire date

How to resolve the External ID does not match error in the import log

Import Log Error: External ID does not match

How to resolve the Cannot assign inactive manager error in the import log

Import Log Error: Cannot assign inactive manager

Import Log Error: Cannot find manager

How to resolve Business communication email error in the import log

Import Log Error: Business communication email

How to resolve Missing Fields error in the import log

Import Log Error: Missing Fields

Identifying which ID in BambooHR pulls into Lattice

External User ID in BambooHR Does Not Match in Lattice

Things to check as you set up your HRIS integration

Troubleshooting HRIS Integrations

When reactivating an employee or reusing an email address associated with a deactivated user, you may see a "This email belongs to a deactivated user" error in the import log.…

Import Log Error: This email belongs to a deactivated user

FAQs

Integrate your existing single sign-on solution right into your Lattice account.

Configure Single Sign-On for Lattice

Admins can require employees or admins to log in using Single Sign-On (SSO) instead of a username and password.

Require Employees to Use SSO to Login

Connecting your Lattice account with ADP via SSO

Set up SSO with ADP

Connecting your Lattice account with Trinet via SSO

Set up SSO With Trinet

Connecting your Lattice account with OneLogin via SSO

Set up SSO With OneLogin

Connecting your Lattice account with Okta via SSO

Set up SSO with Okta

Set up Single Sign-On with Microsoft Azure AD, now renamed to Microsoft Entra ID.

Set up SSO with Microsoft

Connecting your Lattice account with Google Workspace (formerly G Suite) via SSO

Set up SSO with Google Workspace

Troubleshooting steps for common SSO issues

Troubleshooting SSO

Single Sign On Integrations 

Learn which employee fields Lattice’s SCIM API can and cannot sync, including default and custom field mappings.

The SCIM API

Lattice SCIM API Schema

Set up SCIM provisioning with Microsoft Azure AD, now renamed to Microsoft Entra ID.

1. Microsoft SCIM: Get Started

How to map user attributes to Lattice with SCIM through Microsoft Azure AD, now renamed to Microsoft Entra ID.

2. Microsoft SCIM: Map Basic User Attributes

How to add additional user attribute mappings with SCIM through Microsoft Azure AD/Entra ID.

3. Microsoft SCIM: Add Additional User Attribute Mappings

Enable SCIM provisioning with Microsoft Azure AD, now renamed to Microsoft Entra ID.

4. Microsoft SCIM: Enable Provisioning

View provisioning logs with SCIM through Microsoft Azure AD, now renamed to Microsoft Entra ID.

5. Microsoft SCIM: View Provisioning Logs

Set Up SCIM with Sapling

Resolve issue with Teams application not being installed for a number of users

The Lattice Microsoft Teams application wasn't installed for a number of users

Set Up SCIM With Okta

Below are two ways to disconnect the integration if you are using Okta to provision users to Lattice.

Disconnect your Okta SCIM Integration

Set Up SCIM With OneLogin

Learn more about which fields will be locked when syncing with SCIM

SCIM Integration: Which fields will be locked and which will remain unlocked?

SCIM

Integrate and manage your company's Slack integration with Lattice.

Integrate with Slack

Once integrated with Slack, admins can customize which channels public activities are posted in Slack.

Customize Slack Integration Channels

How to optimize your Slack Integration by using Commands and Shortcuts

Slack Commands by Tool

Integrate Lattice with a private channel for permission purposes or to test the integration before making it public.

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