As an admin, you may want to populate or update your custom attributes in Lattice all at once (instead of individually) for your employees. Before you can update your custom attributes in Lattice, you first need to create them in Lattice. Learn how to create a custom attribute here.
After your custom attribute(s) and options have been created, follow these steps:
Step 1: Under Admin > People, click "Export CSV"
Step 2: Your new custom attributes will be new columns at the end of your CSV (shown above with the examples of "Office Location" and "Employee Level"). Fill in the proper information for each column.
Make sure that you are only filling in the columns with options that were set up with your custom attribute.
Step 3: Click "Add employees" and "Upload CSV" and follow the instructions in the pop-up modal to load the new information back into Lattice.
Leaving fields blank will neither remove information from a user's Lattice account nor change their account status. If you only need to add or change the details of one or a few users, you can upload a partial .csv that only contains their email addresses and attributes.
Questions? Feel free to reach out to our support team at [email protected] or by clicking on the chat icon located on the bottom right of your screen.