How to use the Lattice CSV upload to mass update employee user attributes
As an admin, 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.
Please Note: 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.
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. After your custom attribute(s) and options have been created, follow the steps listed below:
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.
Leaving fields blank will neither remove information from a user's Lattice account nor change their account status. If you only need to add or change one or a few users' details, you can upload a partial .csv that just contains their email addresses and attributes.