Lattice

How to set up an SFTP integration to send employee data to LatticeJump to Section
About SFTP with Lattice
Before You Begin
Initiating Setu...

Keep Your Org Updated with SFTP

Column Headers Accepted for SFTP

After SFTP is configured, you'll have access to update the settings on the Integrations page in Lattice.
Navigate to Admin &gt; Settings &...

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. Lattice offers...

Reset your SFTP Password

Automatically upload or bulk update your entire organization from Rippling with a CSV file via manual upload or SFTPAdmins can import thei...

Import Your Organization from Rippling via SFTP

Adam Kroboth

SFTP 

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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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