---
title: Lattice Integration
slug: lattice-integration
docTags: 
createdAt: 2024-05-01T01:04:56.652Z
---

:::hint{type="warning"}
This feature is currently in Alpha. Be one of the first customers to try it! Please share any feedback with the ChartHop team. 

### How to setup a Alpha Feature

1. Contact [ChartHop support](mailto\:support@charthop.com) or your CSM if you have one. They can activate the feature for you. 
2. Read below for setup instructions and context on how the feature will work.
:::

The Lattice integration is a one way sync that allows the syncing of forms and reviews from Lattice into ChartHop. 

## What information is synced from Lattice

The Lattice app will import and sync the following pieces of information:

1. Lattice Updates → ChartHop Forms
2. Lattice Feedback → ChartHop Forms
3. Lattice Review Cycles → ChartHop Forms & Performance Reviews

Imports will align to the following details:

- Rating scale questions in Lattice are imported as numeric scale fields with Manager Only access in ChartHop
- All other questions are mapped as questions in the form, not fields.
- Access levels will align to the similar strucutre in Lattice. See full mapping below.
- All forms are imported as “Archived”
- You can identify forms and fields and reviews created by the app because they will list "Lattice" as the "Created by".
- Changing the name of the form or review in ChartHop will break a continuous sync.

:::hint{type="info"}
If you would like any additional or different information synced from Lattice, please let the ChartHop team know. 
:::



## How to setup the Lattice App

1. Go to **Apps & Bundles > Apps**
2. Navigate to the **Other Availible Apps** and search for **Lattice**
3. Install the **App** and add in your **API key from Lattice **
   1. To generate an [API key in Lattice:](https://help.lattice.com/hc/en-us/articles/360059449534-Lattice-s-Public-API#:~\:text=request%20additional%20approval.-,Create%20an%20API%20key,-Navigate%20to%20Admin)
      1. Navigate to Admin > Platform > API keys.
      2. Click **Generate API key.**
      3. After the key is generated, click **Copy.**



## Lattice Updates & Feedback

Updates and feedback will be imported with the following access levels that align with the access in Lattice. 

| Forms	                             | Access level in ChartHop |
| ---------------------------------- | ------------------------ |
| Lattice Private Updates            | Manager shared           |
| Lattice Public Updates             | Org Public               |
| Lattice Public Feedback            | Org Public               |
| Lattice Manager Only Feedback      | Manager only             |
| Lattice Private + Manager Feedback | Manager shared           |
| Lattice Private Feedback           | Personal                 |



## Review Cycles

[Performance reviews](docId\:pgai8TVrVYWmDcEAnerwg) will be created for every review cycle in Lattice. Separate ChartHop [Forms](docId\:QR76GaDOskC1RlC_S0jes) will be created for each direction or type of review. 

For example — A 360 review named `2023 Q1 Review Cycle` will contain forms for each direction of feedback: 

- 2023 Q1 Review Cycle - Self
- 2023 Q1 Review Cycle - Downward
- 2023 Q1 Review Cycle - Upward
- 2023 Q1 Review Cycle - Peer



If you have mutliple cycles in Lattice with similar names that you would like to combine in ChartHop list the name you would like to combine in the  **Condense Cycle Names** setting. For example, you would write `2024 Q3 Review Cycle` if you had 2 review in Lattice named: `2024 Q3 Review Cycle: Retail` & `2024 Q3 Review Cycle: Office` that you wanted to combine into one review called `2024 Q3 Review Cycle.`

### Import ratings as fields

All Rating Scale questions in Lattice will be imported as Numeric Scale questions in ChartHop. All fields will be imported with a sensitivity of `Manager Only` at this time.  The fields will be named: 

- **Label: **The question such as: "How did this employee perform to their 90 day objectives?"
- **Code: **`lattice` + `TheQuestionsFirstCharacters`  ex.`latticeHowDidThisEmployeePerfo`

All other field types are not able to be imported as fields at this time. 



:::hint{type="warning"}
Changing the code of the field will throw off the sync and cause an additional field to be created. 
:::



## How imported form responses will appear to employees

Imported form responses are not immediately visible to employees, but can be surfaced on [Custom profile tabs](docId\:Kiuev47LOf6QTLVjlujlr). 

Imported form responses will display **"Imported from Lattice"** on the form response.  

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