Integrate with Lattice

Once you connect the integration, the following information will sync from Gusto to Lattice.

Demographic data 

Employee demographics:

• 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

Contractor demographics:

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

Compensation data

If you use Lattice Compensation, you may also also use the integration to sync compensation data from Gusto to Lattice. syncing. Once you connect the integration, follow the steps in the "Sync compensation data from Gusto to Lattice" section below.

Here's how to set up the Gusto and Lattice integration. You must be an admin in both Lattice and Gusto to complete this step.

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 who aren’t already in Lattice. When you're ready, head to the "Invited People" page to send invitation emails to those new 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 admin 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.

If you use Lattice Compensation, you’ll need to add compensation data to Lattice, whether by setting up automatic syncing from Gusto or uploading a CSV.

Follow the steps below to set up syncing from Gusto. You can have the sync run automatically every night, or you can just run it manually as needed. If an employee's compensation changes, make the update in Gusto then sync it to Lattice.

Before you start 

To set up automatic compensation syncing, make sure you’ve already set up the integration by following the steps above.

You’ll also need to make sure these fields are filled out for each team member in Gusto: 

• Base pay amount
• Currency
• Pay effective date 
• Pay type (salary or hourly) 
• If your compensation structure includes a variable pay component or a bonus plan: Variable pay amount and bonus amount are also required 

If you choose not to record data in any of these fields in Gusto, you can also set up syncing without them, then upload the remaining data to Lattice with a CSV. 

Set up compensation data syncing

First, you’ll match your Lattice compensation attributes to the Gusto data fields they correspond to.

1. Sign in to your Lattice admin account.
   • Only Admins with permissions to view and edit user attributes can set up this sync.
2. Under “Organization,” go to People.
3. Choose User Attributes. 
4. Scroll to Compensation attributes.
5. First you’ll link the "Base pay amount" field to the corresponding field in Gusto: 
   • Find the “Base pay amount” line and click the three dots icon (...).
   • Choose Edit.
   • Under “Attribute name,” select the Gusto field that corresponds to the Lattice "Base pay" field. 
   • Select Save changes. 
6. Repeat for each field: “Currency,” “Pay effective date,” and “Pay type.” 
   • If your compensation structure includes a variable pay component or a bonus plan: “Variable pay amount” and “Bonus amount” are also required.  

Next, head to the Lattice Settings section to run a test sync and choose your sync settings:  

1. Under “Organization,” choose Settings. 
2. Click Integrations. 
3. Click Sync to run the first sync and check for any employees with missing data.
   • If you receive an error message: See below for troubleshooting. 
4. Under “Sync Options,” choose how you’d like data to sync: Automatic or Manually.

Once your compensation data syncs, Lattice Super Admins and Compensation Admins can view it by going to the Compensation section of Lattice and choosing Employee pay. 

Where to make compensation updates 

When you link a field to Gusto, Gusto overwrites existing Lattice data each time a sync is run. If someone's compensation changes, make the update in Gusto then run a sync to update their Lattice profile. You can run a manual sync from Lattice anytime. If you have Automatic syncing selected in your Lattice settings, the update will automatically sync to Lattice by the following day.

Compensation sync error troubleshooting

If you receive an error message, here’s where to look for next steps:

• Check the User attributes page in Lattice. All 4 compensation fields must be matched to their corresponding field in Gusto. You must either link the field to your Gusto data by clicking the three dots icon, or you can upload any outstanding data to Lattice with a CSV.
• Check your employees’ profiles in Gusto. They must have data in each required compensation field to appear in Lattice Compensation. Either add fill out the field in their Gusto profile or upload it to Lattice with a CSV.

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. 

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. 

Here are some common errors and their resolutions.

• 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.

Disconnecting the integration means that new information will no longer sync going forward. Previously synced information will remain in Lattice and is not deleted. You can always reconnect the integration later and resume syncing by following the steps above to connect. 

Here’s how to disconnect the integration:

1. Sign in to your Lattice admin account.
2. In the left menu, choose Settings.
3. Click Integrations.
4. Select Gusto.
5. Click Disconnect from Gusto.
6. Optional: If you want to remove Gusto-assigned employee IDs from Lattice, click the checkbox. This will let you connect a different HRIS to Lattice.
7. Click Disconnect from Gusto. 

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