Sapling - Lattice Integration Guide

Introduction

Sapling can sync new hire data with your Lattice account, saving your HR, and People Operations team time from manual data entry and removing the risk of errors.

Lattice allows you to automatically configure Sapling to send user profile updates to Lattice using SCIM.

With the Lattice integration, Sapling will:

1. Create Users: When a user completes their Sapling profile (completes preboarding), they will automatically be created in Lattice.

2. Update User Attributes: When a user attribute is changed in Sapling, the corresponding user profile in Lattice will be updated immediately.

3. Deactivate Users: When a user is offboarded in Sapling, the corresponding user profile in Lattice will automatically be deactivated.

4. Link Users: Link all existing Sapling team members to a user account in Lattice, based on email address.

*IMPORTANT: To set up this integration, please reach out to [e-mail] and CC your Lattice Customer Success Manager.

For any additional assistance with setup on Sapling, feel free to email [e-mail].

This article covers the following topics:

• How It Works
• Setting up the Integration Step by Step
  • Step #1. Retrieve your Lattice API Key
  • Step #2. Enable the Lattice Integration in Sapling
  • Step #3. Confirm the Integration settings
• Overview
• Integration Fields
• Key Factors to be aware of
  • Import Log
  • API Key in Lattice
  • Employee & Field Names in Sapling
  • Filters in Sapling
• 💡Looking to do more?

How It Works

Setting up the Integration Step by Step

Step #1. Retrieve your Lattice API Key

1. Navigate to the Admin Tab ( If you do not see this tab, please send this guide to your Lattice admin and have them complete the steps.)

2. Navigate to Settings → API Keys

3. Click the Generate API key (You should then see your key appear and you will copy it.)

4. Go to the Integrations page, toggle on the “Enable SCIM” button

Step #2. Enable the Lattice Integration in Sapling

1. Navigate to the Integrations → Performance Management → Lattice

2. Enter your Lattice subdomain URL and API key retrieved from Lattice

Step #3. Confirm the Integration settings

1. Review the integration filters and make your selection

2. Save changes and that’s it!

Overview

Lattice is the people management platform that helps People Leaders develop engaged, high-performing teams.

Integration Fields

Sapling is continually expanding the number of fields that sync between Sapling and Lattice.

• Here is a full list of Sapling and Lattice Integration Fields.

Key Factors to be aware of

Import Log

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

• Navigate to your "Admin" page.

• Under "People" on the left-hand side, click on the "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 Sapling synced successfully with Lattice.
	The orange exclamation point indicates that the Sapling sync was successful, but not all data was pulled over.
	The red "X" indicates that the Sapling sync failed.

If you want to view each status in more detail, click directly on the event you would like to view. From here, you will have more of a high-level overview of what was updated or what failed to update

API Key in Lattice

• If you revoke this API key, then the SCIM integration will not work.

• An API key can give a 'server', access to almost all of your Lattice data! Treat this key as if it were your password — do not share this key with anyone you do not trust, and avoid sending it to others over IM or email.

Employee & Field Names in Sapling

• To ensure a consistent data flow, once you activate this integration, we'll attempt to match all existing employees between Sapling and Lattice.

• For the Fields to sync correctly, the naming conventions must match between Sapling and Lattice.

Termination and Offboarding

This integration will deactivate users in Lattice once they are no longer active in Sapling. 

When a user is offboarded in Sapling, their profile in Lattice will be deactivated based on the Access Cutoff specified during the offboarding workflow.

• For example: If a user has a Termination Date of 08/31 but their Access Cutoff was set to 09/02, their Lattice profile will only be deactivated on 09/02. 

Filters in Sapling

Sapling supports filtering, and allows you to identify what users you want to keep synced based on the following:

• Location

• Department

• Employment Status

💡Looking to do more?

• Check out our API

• Check out our Customer Success Stories

• Lattice Status Page