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Lattice Integration

Peter Flickinger avatar
Written by Peter Flickinger
Updated over a week ago

The Lattice integration lets you send employee information directly from Pinpoint to your Lattice HR system. It’s a one-way sync, meaning data flows from Pinpoint into Lattice, keeping your records up to date without double entry.

If you’d like this integration enabled, please reach out to your Pinpoint representative. They’ll work with our team to set it up for you. As part of setup, you’ll receive a link that allows you to authenticate the connection. Once completed, you’ll need to provide the integration ID back to our team to finalize the setup.


How do I set up the Lattice integration?

Once your Pinpoint representative has helped you get started, you’ll need to complete the following steps:

  1. Authenticate the connection
    Use the setup link provided to you during onboarding to authenticate your Lattice connection.

  2. Share your integration ID
    After authenticating, you’ll receive an integration ID. Provide this ID back to your Pinpoint representative so our team can finalize the configuration.

  3. (Optional) Configure visible fields
    You can choose which fields appear on the form by working with our team. Let us know if there are particular fields that are important for your integration.

Once saved, the integration will validate your settings. If everything looks good, you’re ready to start sending employees to Lattice.


How do I send employees to Lattice?

After setup, you’ll have access to a dynamic form when exporting employees. Here’s how to use it:

  1. Open the export form
    Go to the employee record you want to send to Lattice and select the export option.

  2. Review pre-filled details
    Core information like legal name and personal email will already be filled in from the application.

  3. Complete optional fields
    You can add details such as job title, manager, department, start date, compensation, and more. Dropdowns and date pickers make it easy to enter accurate data.

  4. Submit the form
    Once submitted, the employee is created in Lattice. You’ll see a confirmation message with the new employee ID for tracking.

That’s it—your employee is now available in Lattice.


FAQs and Troubleshooting

Can I import data from Lattice back into Pinpoint?
No. The integration is one-way only. Information flows from Pinpoint into Lattice, not the other way around.

Do I have to enter every field?
No. Only a few core fields are required. Everything else is optional, so you can keep it simple or add more detail depending on your organization’s needs.

Why am I seeing “No integration key found”?
This means your integration ID hasn’t been set up. Go to the integration settings and add your valid ID, or contact your Pinpoint representative for help.


What fields can be brought over?

The following fields can be synced from Pinpoint into Lattice

Core Employee Information

  • Legal First Name (Required) - Pre-filled from application

  • Legal Last Name (Required) - Pre-filled from application

  • Employee ID (Required) - Unique identifier for employee

  • Personal Email (Required) - Pre-filled from application

Contact Information

  • Work Email (Optional)

  • Phone Number (Optional)

  • Address Line 1 (Optional)

  • Address Line 2 (Optional)

  • Address City (Optional)

  • Address State (Optional) - Dropdown based on location

  • Address Country (Optional) - Dropdown selection

  • Address Postal Code (Optional)

Employment Details

  • Job Title (Optional)

  • Manager (Optional) - Dropdown of available managers

  • Department (Optional) - Dropdown of available departments

  • Employment Type (Optional) - Dropdown selection

  • Start Date (Optional) - Date picker

  • Termination Date (Optional) - Date picker

  • Termination Type (Optional) - Dropdown selection

  • Termination Reason (Optional) - Dropdown selection

Personal Information

  • Legal Middle Name (Optional)

  • Preferred First Name (Optional)

  • Preferred Last Name (Optional)

  • Birthdate (Optional) - Date picker

  • Gender Identity (Optional) - Dropdown selection

  • Binary Sex (Optional) - Dropdown selection

Compensation

  • Base Pay Amount (Optional) - Numeric field

  • Base Pay Currency (Optional) - Dropdown selection

  • Base Pay Effective Date (Optional) - Date picker

  • Base Payment Type (Optional) - Dropdown selection

  • Base Pay Schedule (Optional) - Dropdown selection

Additional Fields

  • SSN (Optional) - Sensitive data field

  • Role (Optional) - Dropdown selection

  • Work Location Preference (Optional) - Dropdown selection

  • Office Location (Optional) - Dropdown selection

  • Performance Tier (Optional) - Dropdown selection

  • Dotted-Line Manager (Optional) - Dropdown selection

  • T-Shirt Size (Optional) - Dropdown selection

  • Drivers License Expiration (Optional) - Date picker

  • CCNA Certificate Expiration Date (Optional) - Date picker

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