Import Your Organization from Rippling

Automatically upload or bulk update your entire organization from Rippling with a CSV file via SFTP

Admins can import their employees from Rippling into Lattice using a CSV. The best method for adding your employee data from Rippling into Lattice is via CSV import. Once employees are added, they will be set to a Created state and then can be invited to Lattice.

Learn more in Invite Your Organization to Lattice.

What employee information will come over to Lattice from Rippling? 

The SFTP report should include the following:

• Name (will populate both Legal and Preferred Names in Lattice) 
• Email
• Job Title
• Start Date
• Telephone Number
• Gender
• Department
• Manager email

Build a custom report in Rippling

Build the report in Rippling

1. Navigate to Tools > Reports > New Report.
2. Click Start from Scratch to enter the Variable Selector page.
3. On the Variable Selector page, you can search for and add fields or formulas. See the BASIC FIELD MAPPING table below for a list of the required fields for a successful Lattice employee import and the suggested mapping in Rippling.
   • The following 5 fields are the minimum requirements:
     • Employee > Employee personal information > Employee name
     • Employee > Employment information > Work email
     • Employee > Employment information > Title
     • Employee > Employment information > Manager - Work email
     • Employee > Employment status > Employment status
       • Note: Statuses in Rippling don't necessarily directly correlate to Lattice accepted values. Lattice only accepts Active and Terminated by default. Users marked as Hired or Accepted will be skipped over in an import.
4. If fields are named differently in Lattice versus Rippling then the fields on the report will need to be renamed. See the section RENAMING FIELDS WITH FORMULAS below for more detailed steps on how to add an additional formula column.
5. Once you've added all required fields, formulas, and any additional optional fields you wish to bring into Lattice, click Continue.
   • Note: If you want to add more fields later, you can edit the report.
6. If you want to only include some employees in Lattice, add any filters. A common filter option is Employment Type. By default, the report will include all employees.
   • Note: Include terminated employees in this report so Lattice knows to deactivate their accounts.
7. On the left of the page where you have a list of Columns, click the eye icon next to the following fields to hide them in the report, and any other fields that you used in formulas to rename the header:
   • Employee
   • Employment Status
   • Work Email
   • Manager - Work Email
8. Run report then Save.
9. Click the download icon, select File Type = CSV, then Download.
10. Upload that CSV into Lattice.

Rename fields with formulas

Use the following steps for any fields that need to be renamed because their label in Rippling does not match Lattice. For example, Rippling has a field called Manager - Work email, but Lattice expects that column to be labeled Manager Email. By creating a formula, Lattice can pull the field contents and give a custom column header to meet Lattice's needs and ensure the fields match.

1. In the report builder, on the Variable Selector page, click New Report Formula.
2. In the Field Name text box, type the header you want in the final file. This should be the Column Header for Lattice listed in the table below or in the Column Headers Accepted article.
3. In the Formula text box, type the name of the Rippling field to view a dropdown of fields that will update as you type. When the correct field shows, click on it or press TAB to add it to the formula.
4. Select the relevant Data Type from the dropdown. In most cases, this will be text.
5. Click Continue.
6. Repeat these steps for any additional fields that need different headers. 
   • Of the required columns, four need a formula:
     • Employee Name (rename to Name)
     • Work Email (rename to Email)
     • Manager - Work Email (rename to Manager Email)
     • Employment Status (rename to Status)
7. After adding all formulas, you will see both the original field and the re-labeled version on the report overview page where you have a list of all Columns. Click the eye icon to hide the original field with its default Rippling label.

Basic field mapping

This table lists the default fields in Rippling that most companies will want to pull into default fields in Lattice. Companies are not limited to this list - any of the mappings can be changed by a customer with unique needs, and any custom fields can be added.

Note: If you want to bring in an Employee ID, you can pull in the Employee Number from Rippling.

Additional fields

Additional Employee fields can be added to the Rippling custom report. Once they are added to the report ensure that matching custom fields are created in Lattice. To create and link fields in Lattice read Create a Custom Field. For more details on additional fields that can be added through SFTP, read here.

Note: Your Lattice custom field and Rippling Column header must match exactly for the import to be successful. The field values should also match exactly. For example, if you are importing a field called Favorite Color and the options are Red, Blue, and Grey, the column header cannot be Fav. Color, and the values cannot be Red, Blue and Gray.

Schedule Import into Lattice

Once your report is built and saved in Rippling you must set up the scheduled import of the report into Lattice.

1. Reach out to customercare@lattice.com to have them create credentials 
2. In Rippling home, select Workflow Studio
3. Click Create Workflow
4. Select Choose your workflow trigger
5. Select on a set schedule
6. Set the frequency you would like the report to run - most common is daily
7. Click Save 
8. Under Actions, click and drag Send a Report via SFTP to the workflow
9. Click More information required yellow banner 
10. Input SFTP details provided by Lattice Customer Care
    1. Select the report built in earlier steps
    2. Host name: sftp2.lattice.com
    3. Username/Password - provided by Lattice Customer Care
    4. Port: 22
    5. file path: /sftpgateway-i-04f566964c5b7ff21/USERNAME/uploads
       1. Replace "USERNAME" with the same username of the account that was provided by Customer Care.
    6. File type: CSV
    7. Date & Time Formatting: In ISO Format
    8. Check box for Add a column for employee IDs
    9. Click save
11. Name the workflow
12. Save and publish