If we don't have a one-click integration with your HRIS, often times you can still automate your user management using SFTP (SSH File Transfer Protocol). Rather than you having to update your employee data manually, you can set up a recurring data dump of your employee information that Lattice reconcile with your current user information. For example, if there is someone in the data dump that doesn't yet exist in Lattice, Lattice will invite them. If their information has changed, Lattice will update their information accordingly. Finally, if someone has been terminated, Lattice will de-activate their account.
Using SFTP is very similar to uploading your employee information via CSV except it happens on an automated schedule. Many HRIS solutions can be configured to automatically generate a CSV of your employee data and send it to our SFTP server. If you don't know if your HRIS has this capability, please reach out to your HRIS account manager. They often can set this up on their backend. Otherwise, if you have an engineering or IT team they may be able to write a script to upload CSVs to Lattice’s SFTP server.
This feature is limited to enterprise accounts only. If you want to set up an SFTP integration, reach out to your CSM to receive our SFTP credentials and put Lattice in touch with a technical contact at your company. Your CSM will then work with your technical contact to provision you an account on our SFTP server and give them instructions of how to set up the integration.
After the first file is transferred, a technical contact at your company will need to reach out to us and let us know so that we can ensure that the file is in the correct format (the CSV should be UTF-8 encoded). Once this is done, the SFTP is set up and the integration will be active. From then on, the process will be completely automated and your company controls how often you send us the file to auto-upload.
The SFTP Integration Log
If you want to confirm that your SFTP has synced successfully, you can check in the integration log. Here's how you access your integration log:
Step 1: Navigate to your "Admin" panel
Step 2: Under "People" on the left hand side, click into "Import Log"
From here, you can view what synced successfully, and what needs to be troubleshooted. You can view what occurred within Lattice by looking at the "Description" column. There are three statuses in the import log:
The green check mark indicates that your SFTP synced successfully with Lattice.
The orange exclamation point indicates that the SFTP sync was successful, but not all data was pulled over.
The red "X" indicates that the SFTP sync failed.
If you want to view each status in more detail, click directly into event that you would like to view.
From here, you will have more of a high level overview into what updated or what failed to update within your SFTP sync.
Frequently Asked Questions
Q: Is the SFTP formatting case sensitive?
A: No, headers are not case sensitive. For example, the column header could be "Email" or "email" and function properly.
Q: Can I sync employee IDs into Lattice via the SFTP sync? And if so, is there a character limit?
A: Yes, you can! You can upload employee IDs into Lattice either using the SFTP sync, or the CSV upload. There is no character limit on employee ID, and they can be alphanumeric.
Q: When setting up an SFTP sync to pull in an Employee ID, do you first need to set up a corresponding custom attribute for Employee ID?
A: No, you can create this field in the SFTP sync without creating a user attribute for Employee ID.
Q: Is there a way to set up a dotted-line manager relationship that is updated with an SFTP sync?
A: Yes! First, you would need to set up a dotted-line manager user attribute and configure the permissions in Lattice. Then, you can pair that field with the dotted-line manager email with a field in your HRIS.