How to use the Lattice CSV upload to mass update employee user attributes
Before you start
Before you can update your custom attributes in Lattice, you first need to create them in Lattice. Learn how to create a custom attribute by checking out Managing Custom User Attributes.
Once created, you may want to populate or update your custom attributes in Lattice all at once (instead of individually) for your employees. Any user details can be updated this way.
Notes on upload behavior
If the CSV uploaded contains a field as a column and there are rows that contain empty values, the previous field value for those users will be removed. This does not apply to name or employee email fields, nor does it apply to employee IDs if they are set. For an employee's role, the field will populate with "n/a" if left blank on a CSV. If you only need to add or change one or a few users' details, you can upload a partial .csv that just contains the email addresses and attributes (custom and required) of those users.
Changing an email address has to be done manually in Lattice for each employee (not in a CSV). Making this change in a CSV will result in brand new accounts once uploaded. Only full Admins in Lattice are able to update user attributes via CSV. Users with custom roles must update attributes directly in employee profiles.
Update Employees via CSV
Step 1: Admin Page > Employees beneath People, click Export CSV.
Step 2: Your new custom attributes will be new columns at the end of your CSV (shown above with the examples of Office Location and Employee Level). Fill in the proper information for each column and then save the updated CSV.
Step 3: Click Add employees and Upload CSV and follow the instructions in the pop-up modal to load the new information back into Lattice.