How to configure your SCIM in Lattice
Instead of spending hours copying and updating users manually, Lattice allows you to automatically configure Sapling to send user profile updates to Lattice using SCIM. The supported features include:
Create Users: When a user is created or activated in Sapling, they will automatically be created or reactivated in Lattice.
Update User Attributes: When a user attribute is changed in Sapling, the corresponding user in Lattice will automatically be updated.
Deactivated Users: When a user is deactivated or disabled in Sapling, the corresponding user in Lattice will automatically be deactivated.
Link Users: Link all existing Sapling team members to a user account in Lattice based on email address.
Configuring SCIM in Lattice
Since Lattice's User Provisioning is currently in beta, you will need to contact Customer Care (email@example.com) to have SCIM enabled for your company. This process is typically completed within a few days. Next, all you need to do in Lattice is create an API key.
Note: an API key can give a server access to almost all of your Lattice data! Treat this key as if it were your password — do not share this key with anyone you do not trust, and avoid sending it to others over IM or email.
Step 1: Log in to Lattice and navigate to the Admin page on the left-hand Discovery Navigation.
Step 2: Using the secondary panel on the left, click Settings.
Step 3: Navigate to "API Keys" and click on that section.
Here we'll create a key that gives Sapling access to Lattice's SCIM service.
Step 4: Click the "Generate API Key" button.
It will present you with an API Key like so:
Step 4: Copy the API Key to your clipboard.
Ensure you copy the exact value of this key (including all of the dashes) and store it somewhere secure. We'll need this key in the next step when configuring SCIM in Sapling.
Note: if you revoke this API key, then the SCIM integration will not work. If you believe your key has been compromised, create a new key, update your Sapling settings, then revoke the old key.
Step 5: Once you have copied your API key, follow the steps documented by Sapling here to integrate with Lattice.