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Import Your Company Organization via CSV

Katherine
  • Updated

Manually upload or bulk update your entire organization with a CSV file

Admins can import their employees into Lattice using a CSV. 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.

Before you start

  • We strongly recommend using CSV (UTF-8) files to render accented characters in Lattice correctly.
  • 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 containing only their email addresses. Excluding email addresses/users from the upload will not affect their accounts.  
  • Uploading an employee for the first time will set their Name field the first time. Subsequent uploads will not change the Name field, and edits must be made from the employee's profile. The CSV upload will change the HRIS full name field every time (this is a different field than Name).
  • Avoid using double quotes in CSV files which can cause the upload to fail.

Upload company CSV

  1. Navigate to Admin > Organization > Directory. 
  2. Select Add employees > Upload CSV. 
  3. (Optional) Select Download Template and add the necessary employee information.
  4. Select Upload CSV and upload your document. 

CSV requirements

For every row in the file, we will either:

  • Create a new user account using that row's details
  • Update an existing user's account as long as the user has a matching email address

The company CSV requires the following fields:

  • Name
  • Title
  • Email
  • Manager (For CEOs or company heads, you may leave the field blank)

The company CSV recommends the following fields:

  • Start date (YYYY-MM-DD)
  • Birthdate (YYYY-MM-DD)
  • Gender (Male, Female, Non-binary)
  • Department
  • Phone number (293-191-9203)
  • Status 
Note: The CSV file may include additional fields depending on any custom user attributes added to Lattice.

Manager 

The manager column will assign managers to each employee. You can enter either Manager Email or Manager ID (external ID) to configure your org chart and reporting structure. Ensure emails and IDs are correct, as managers have special permissions around managing their team. 

Note: Manager profiles will not be created if they are assigned to an employee before their profile has been created in the CSV. When assigning managers to employees, ensure that the manager's Lattice employee profile has been created first by having their profile row earlier in the CSV. 

Status

Status is used to create or deactivate Lattice accounts. The column can be set to either active or terminated. 

As a result:

  • If the row is active and the employee doesn't yet have an account, we will create one for them.
  • If the row is terminated and the employee doesn't have an account, we will skip that row.
  • If the row is active and the employee has an account, we will update their details.
  • If the row is terminated and the employee has an account, we will deactivate their account, and they will no longer be able to log in.

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