Integrate with Lattice

Lattice is performance management software that helps develop engaged and high-performing teams. Manage reviews, goals, feedback, surveys, growth plans and so much more. 

Gusto integrates with Lattice to help streamline administrative work by syncing your employees from Gusto to Lattice.

Customers who join Gusto from Lattice will receive Gusto payroll free for their first 3 months.

Connect to Gusto from Lattice

To complete this step, you must be an admin in both Lattice and Gusto.

1. Sign in to Lattice.
2. Go to your Admin page.
3. Click Settings from the left-menu.
4. Click Integrations.
5. Under “HRIS Integrations”, click Gusto.
   • Before connecting, make sure the information in Gusto is up to date. Lattice will override existing names, titles, and reporting relationships with what’s in Gusto. 
   • Lattice accounts will be created for all selected employees that aren’t already in Lattice–when ready, head to the Invited People page to send invite emails to those users. 
6. Select the employee types you’d like to import (employee and/or contractor).
   • You can update your choices later if needed.
7. Click Connect.
   • You’ll be redirected to Gusto to sign in.
8. Enter your Gusto credentials and click Sign In.
9. Select the companies you’d like to authorize and click Authorize.
   • You’ll be taken back to Lattice where you can see the integration settings.

Once connected, your people in Gusto will automatically be imported to your Lattice account. Go to the People section and click Import log to review the details of the import.

Integration settings 

1. Click Settings from the left-menu.
2. Click Integrations.
3. Select Gusto.

From the integration setting page you’ll be able to:

• Set the sync to be automatic or manual
  • If you set the sync to automatic, you can still  use the blue Sync button to run the sync manually at any time.
• Change the employee type you’d like to sync–you can choose to sync employees and/or contractors.
  • You must have at least one employee type selected.
• Disconnect from Gusto
  • If you disconnect from Gusto: the information that was previously imported will remain as-is in Lattice, no additional information will sync, and you can always integrate again and any new information that was added to Gusto will import to Lattice at that time. 

The following employee information will sync from Gusto to Lattice:

• First and last name
• Preferred name
• Work email
• Primary job title (not for contractors)
• Start date
• Dismissal date
• Department
• Manager (not for contractors)
• Birthdate (not public to employees)
• Custom fields

The following contractor information will sync from Gusto to Lattice:

• First and last name
• Email
• Active or inactive status

Troubleshoot syncing errors

Go to the People section and click Import log to review the details of all historical imports. Click into each import to see additional detail. 

Some common errors and their resolution(s) can be found below.

• Not importing users because of a missing email.
  • Check if the "work email" field in Gusto is missing and complete it.
  •  Once the email is added, try manually resyncing from the integration settings page in Lattice.
• Not importing users because of future hire date.
  • Check if the "start date" field on Gusto is set in the future.
  • Once you’ve updated the start date (if needed), try manually resyncing from the integration settings page in Lattice.
• Not importing users because of invalid API token.
  • Make sure you’re an Admin in both Lattice and Gusto.
  • Make sure the initial Gusto connection was successful from the integration settings page in Lattice.
    • If not successful, go to the integration settings page, click Disconnect Gusto and then click the Gusto button to connect again.

Still need help? 

Check our Lattice's Help Center or contact them directly at [email protected]