Sync your company's Gusto employee information with Lattice

If you use Gusto as your HRIS, you can easily set up your organization in Lattice through our integration. To sync your Lattice account with Gusto, you must be an admin in both Lattice and Gusto. 

This article covers the following topics:

• Getting started
• Syncing new users
• Syncing options
• Update the type of employees to import
• Choose what company you want to import users from
• Gusto Import log

What employee information will come over to Lattice from Gusto?

If synced, Lattice will pull the following information from Gusto:

• Name
• Preferred Name (Populated as the first name of the employee's name)
• Work Email
• Primary Job Title (Not for contractors)
• Start Date
• Department
• Manager (Not for contractors)
• Birthdate (Not public to employees)

Lattice will also allow you to import custom attributes from Gusto. Note, Gusto custom attributes must be number or radio type.

Getting started

Step 1: Navigate to Admin > Settings > Integrations.

Step 2: Scroll down and click on the Gusto button. You'll then be prompted to select the types of employees that you want to pull into Lattice from Gusto.

Step 3: Clicking Connect will take you through a login flow for Gusto. Login, and then your sync will begin.

Syncing new users

Lattice will create a user for each user fitting the criteria you selected and set their name, title, email, and manager. Once you're ready, invite them by going to Admin > People > Created > Invite All Users. This will email the team for the first time and can also be used as a nudge to resend invites if employees are slow to accept.

Syncing options

Gusto has the option to:

Option 1: Sync employees manually

1. Navigate to Admin > Settings > Integrations.
2. Click on the Sync button. This will import new users and update existing ones.

Option 2: Auto-sync your employees nightly

1. Navigate to Admin > Settings > Integrations.
2. Select the Nightly Sync option (This will happen at 12 am PST).
3. Click on the Save button.

Note that, even if you choose to auto-sync nightly, you will always have the option to manually sync during the day if needed. This option is enabled by default.

Update the type of employees to import

1. Navigate to Admin > Settings > Integrations.
2. Select which employees you want to import. Options could be "Employee," "Contractor," or both.
3. Click on the Save button.
4. Click on the Sync button to import users that are under the employee types you have set.

Choose which company you want to import users from

If you have more than one company on Gusto's side, you need to select which company you want to keep synched before you are able to import any data into Lattice. Note that after you save the changes, you can no longer switch to another company until you disconnect from Gusto and reconnect again.

1. Navigate to Admin > Settings > Integrations.
2. Select the company you want to sync.
3. Click on the Save button.
4. Click on the Sync button to import users from the companies you just chose.

Gusto Import logs

If you want to confirm that your Gusto integration has synced successfully, you can check in the integration log. Here's how you access your integration log:

Step 1: Navigate to Admin > People > Import Log.

From here, you can view what synced successfully, and what needs to be troubleshot. You can view what occurred within Lattice by looking at the Description column. There are three statuses in the import log:

• The green checkmark indicates that Gusto synced successfully with Lattice

• The orange exclamation point indicates that the Gusto sync was successful, but not all data was pulled over.

• The red "X" indicates that the Gusto sync failed.

If you want to view each status in more detail, click directly on the event that you would like to view.

Disconnecting

If you need to disconnect the Gusto integration with Lattice at any time you can do so from the integrations page Admin>Settings>Integrations within Lattice.

When disconnecting you will also have the option to remove external IDs upon disconnecting.  This would remove the external IDs tied to each user.  If you were to integrate again, IDs would be reassigned by using the emails as the unique identifier between the two systems.  If you want to disconnect the integration in order to integrate with a different external system this option is highly advised.