If you are receiving errors during an SFTP sync, please refer to the notes below to ensure the file is set up correctly. For more information on managing your SFTP sync, please refer to this article here.

In the CSV file sent to Lattice (file should be UTF-8 encoded), each row MUST have these columns:

  1. Email
  2. Name
  3. Title
  4. Manager Email (Note: for CEO’s or company heads, you should leave this field blank)

In the CSV file you upload, each row MAY have these additional columns as well as custom attributes you’d like to sync:

  1. Start date (YYYY-MM-DD)
  2. Birthdate (YYYY-MM-DD)
  3. Gender (Male, Female, Non-binary)
  4. Department
  5. Phone number (293-191-9203)
  6. Status

Additional notes:

  1. Make sure file headers match the attribute names in Lattice
  2. Make sure custom attributes you are syncing from your HRIS have been created in Lattice first, and headers match
  3. Make sure users have a status that is either “active” or “terminated”
  4. Make sure all employees have an email address populated

What's Next?

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