Import Your Organization from Rippling

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

• Legal first name
• Legal last name
• Email
• Job Title
• Manager email
• Status
• Start Date
• Gender
• Department

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 6 fields are the minimum requirements:
     • Employee > Employee personal information > Legal first name
     • Employee > Employee personal information > Legal last 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. Click the vertical three dots next to each field name to relabel them. The following three required fields must be re-labelled:
   
   • Work Email (rename to Email)
   • Manager - Work Email (rename to Manager Email)
   • Employment Status (rename to Status)
5. Once you've added all required fields 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. Run report then Save.
8. Click the download icon, select File Type = CSV, then Download.
9. Upload that CSV into Lattice.

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. For example, if you are importing a field called Favorite Color and the column header cannot be Fav. Color.

Schedule Import into Lattice

Once your report is built and saved in Rippling you may set up a scheduled import of the report into Lattice to automate the data transfer.

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