Bulk Update Employees by CSV

How to use the Lattice CSV upload to mass update employee fields

Admins can update employees in Lattice using one of the following methods: bulk updating via CSV or individually editing an employee's profile in the platform. Bulk updating allows admins to update batches of employees at once.

Before you start

• Custom fields and field options must be created in the platform before an admin can update via CSV. Learn more in Create a Custom Field.
• Changing an email address cannot be done via CSV. Making this change in bulk via CSV will create brand-new accounts instead of updating existing ones. Learn more in Bulk Update Email Addresses.
• Only super admins can update fields via CSV. People custom role owners must update fields within employee profiles. 

Notes on upload behavior

• If a previously filled value is removed, the value will also be removed for the employee. This does not apply to already set names, employee email fields, or employee IDs.
• If the Role is left blank, the value will populate with "n/a" on the employee profile.
• If you only need to add or change one or a few users' details, you can upload a partial CSV that contains those users' preferred first name, email address, title and manager email, and then the columns for the particular fields you are looking to update. 
• Ensure the Manager column includes manager email addresses for a successful upload.

Update Employees via CSV

1. Navigate to Admin > Organization > Directory.
2. Select Download CSV.
3. Fill in the information for each column and save the updated CSV.
   • Note: Do not reorder the columns.
4. In Lattice, select Add employees > Import via CSV.
5. Select Skip this step to go directly to the importer.
6. Select Upload CSV and select the CSV.
7. Select Close.