Complete Guide to the Lever Lattice Integration

Tool Comparison

Why Connect Them

For growing B2B organizations, the handoff between talent acquisition and people operations is a frequent source of administrative friction. When recruitment data lives in a silo separate from your HR tech stack, HR teams waste valuable hours copying profile details, assigning initial goals, and spinning up onboarding checklists manually.

Implementing this native connection solves that operational bottleneck. Specifically, your primary use case is to automatically transition newly hired candidates from the applicant tracking system into the performance management platform to streamline onboarding and goal setting. By bridging these systems the moment an offer is accepted, your business ensures that new hires move smoothly into their developmental pathways without data delays.

Step-by-step Setup Guide

Step 1: Review Prerequisites and Admin Permissions

Before initiating the connection, ensure you hold administrator privileges in both Lever and Lattice. Verify your subscription tiers support native connections and gather any necessary API keys or authentication credentials required by your respective account settings.

Step 2: Establish the Native Integration Connection

Navigate to the integration or settings marketplace within your Lattice or Lever dashboard. Locate the partner application section, search for the corresponding platform, and authorize the connection using the Native Integration framework provided by the two tools.

Step 3: Configure Field and Data Mapping

Map the necessary candidate profile attributes from Lever to their corresponding fields in Lattice. Ensure that core identifiers—such as candidate name, personal email, start date, and job title—align correctly so that newly hired profiles populate accurately in your performance management platform.

Step 4: Run a Test Transfer

Execute a test sync using a sandbox profile or a dummy candidate record within Lever. Verify that the test record successfully triggers the automation and populates correctly inside Lattice with all mapped fields intact.

Step 5: Go Live and Monitor Syncs

Enable the live integration toggle to allow automatic transitions for all future hired candidates. Periodically review your audit logs or newly created profiles in Lattice to ensure the data transfer remains stable and accurate.

Common Troubleshooting Issues

Candidate data fails to sync after hire

• Symptom: A candidate marked as hired in Lever does not appear in Lattice.
• Likely Cause: The trigger event in Lever was not correctly mapped to the hire stage, or admin permissions expired.
• Fix: Verify your pipeline stage configurations in Lever and re-authenticate the connection settings in your integration dashboard.

Duplicate profiles created in Lattice

• Symptom: Multiple employee profiles appear for a single newly hired candidate.
• Likely Cause: The candidate had an existing historical record in Lattice that did not match the unique identifiers sent from Lever.
• Fix: Manually merge the duplicate profiles inside Lattice and check your matching identifier settings to prevent future duplicates.

Missing custom field attributes

• Symptom: Basic candidate details transfer over, but custom role or department tags are missing.
• Likely Cause: Custom fields were created in one platform without corresponding data mapping configured in the integration settings.
• Fix: Update your field mapping schema in the integration configuration panel to explicitly pair the custom attributes.

Authentication or token expiration errors

• Symptom: Sync logs show persistent authorization failures or connection refused alerts.
• Likely Cause: An account password change or security update invalidated the API token linking the two platforms.
• Fix: Disconnect the integration, regenerate the necessary administrative tokens, and reconnect the native link from scratch.

Frequently Asked Questions

Does Lever integrate natively with Lattice?

Yes, the connection is built as a Native Integration designed to bridge your applicant tracking and performance management systems. It securely connects both platforms without requiring custom middleware or third-party webhooks.

What is the primary use case for connecting Lever and Lattice?

The primary use case is to automatically transition newly hired candidates from the applicant tracking system into the performance management platform to streamline onboarding and goal setting. This eliminates manual data entry between recruitment and HR operations.

Do I need technical coding skills to set up this integration?

No, because this is a native setup, technical coding is not required. Administrators can establish the connection using guided UI prompts and built-in configuration settings within both applications.

How often does candidate data sync between Lever and Lattice?

Data typically transitions automatically based on specific recruitment triggers, such as when a candidate status changes to "Hired" in Lever. Exact synchronization timing depends on the native event triggers built into the integration framework.

What permissions are required to configure the integration?

You must have administrative or super-user permissions in both your Lever account and your Lattice account to authorize the connection and configure field mappings. Standard user roles usually lack the security clearance required to manage integrations.

Can I map custom candidate properties during the transfer?

Yes, depending on how your fields are structured, you can map standard and custom attributes so that data like departmental tags and custom start dates transfer smoothly into your performance management workspace.

Get Started

Ready to connect your applicant tracking and performance management workflows? Try Lever and Try Lattice.

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