Sapling - Lattice Integration Guide

Introduction

The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams.​​

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

With the Lattice integration, Sapling will:

• Create Users: When a new hire completes preboarding in Sapling, they will automatically be created in Lattice

• Update User Attributes: When a user profile is updated in Sapling, the corresponding user profile will be updated in Lattice

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

• Link Users: Existing Sapling users will be linked to corresponding users in Lattice based on Company Email

How it Works

Create Users

• When a new hire completes preboarding in Sapling, they will immediately be created in Lattice with their personal information and job details

• The new hire will then be invited to Lattice based on your company settings in Lattice

• Check out the Supported Fields section for what fields are synced from Sapling to Lattice for user creation

Update User Attributes

• When a user profile is updated in Sapling, the corresponding user profile will immediately be updated in Lattice

• Check out the Supported Fields section for what fields are synced from Sapling to Lattice for user updates

Deactivate Users

• When a user is offboarded in Sapling, the corresponding user in Lattice will automatically be deactivated once the Sapling Access Cutoff date (specified during offboarding) is reached

• Check out this article for more information on offboarding users in Sapling

Link Users

• As long as the integration is enabled, a daily (overnight) sync will link existing Sapling users to corresponding Lattice users based on Company Email

• Check out the Before Enabling the Integration section to get the most of the initial user linking when the integration is first enabled 

Before Enabling the Integration

Sapling will only auto-create Lattice accounts for new hires that complete preboarding after the integration is enabled. 

As such, before enabling the integration you need to manually create Lattice accounts for all your existing Sapling users (if they don't already have one). For a speedier solution, please reach out to [e-mail] and ask if you're able to do so via bulk upload. 

Once the integration is enabled, existing Sapling users will be linked to corresponding Lattice users based on Company Email. Once linked, user updates in Sapling will sync to Lattice going forward. 

Setting Up the Integration

Part 1: Enable SCIM integrations and create an API key in Lattice

1. From your home page, click the "Switch to Admin" button

2. Under Settings, navigate to the Integrations page and click "Enable SCIM" - if it is already enabled for you, move to the next step
3. Under Settings, navigate to API Keys and click "Generate API Key"
4. Copy the API key for Part 2 of the setup

Part 2: Enable the Lattice integration and configure the L/D/E filters in Sapling

1. Under Administration Tools, navigate to Integrations

2. Scroll down to find the Lattice integration and enable the integration slider
3. Enter your Lattice subdomain and paste your Lattice API key
4. Specify which Location, Department, and Employment Statuses the integration applies to, and click "Next"
5. Confirm your configuration details and click "Activate" to complete the integration

Supported Fields

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

• Supported fields for this integration

Please note that is not possible to exclude or custom map any of the supported fields above, or map any additional fields at this time. 

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 Keys in Lattice

• If you revoke the API key in Lattice, then the Sapling integration will no longer 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

Field Name Matching

• For the fields to sync correctly, the naming conventions must match between Sapling and Lattice for both the fields names and field values (for dropdown fields)

Duplicating/Re-creating Users in Lattice

Where possible, please avoid duplicating or re-creating users (after deleting them) in Lattice. If you were to do so, the user's new Lattice profile will not be automatically linked to their existing Sapling profile - even if the Company Email matches. In this event, please reach out to our Support team so we can manually link those profiles for you on the back end. 

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?

Want to build your own custom integration? Check out the publicly available resources below:

• Sapling API

• Sapling Webhooks

• Lattice API