Lattice

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

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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