Connectors / Integration
Connect Lattice and BambooHR to Run a Tighter People Operations Workflow
Stop updating two systems by hand. tray.ai keeps employee data, performance workflows, and HR records in sync automatically.
Lattice + BambooHR integration
Lattice handles performance management, engagement, and growth. BambooHR holds your employee records. Together, they cover most of the HR lifecycle — but without an integration, your team pays the price. Records get duplicated, org charts drift out of date, and data mismatches slow down the processes that actually matter. Connecting Lattice and BambooHR through tray.ai removes that manual overhead and keeps both systems accurate without anyone babysitting the sync.
When Lattice and BambooHR don't talk to each other, the problems stack up fast. New hires miss performance onboarding because the systems aren't in sync. Terminated employees stay active in review cycles weeks after they've left. Managers run evaluations against wrong reporting lines or stale department data. Integrating Lattice and BambooHR with tray.ai means every hire, change, or departure in BambooHR flows into Lattice automatically — right manager, right department, right review cycle, no manual follow-up. The result is cleaner data, less busywork for HR ops, and a better experience for everyone involved.
Automate & integrate Lattice + BambooHR
Automating Lattice and BambooHR business processes or integrating data is made easy with Tray.ai.
Use case
Automated Employee Provisioning in Lattice on Hire
When a new employee record is created in BambooHR, tray.ai automatically provisions that employee in Lattice with the correct department, manager, location, and start date. New hires get enrolled in onboarding reviews and goal-setting cycles from day one without HR admins lifting a finger.
- Eliminate manual Lattice account creation for every new hire
- Get new employees into performance cycles immediately
- Automate performance onboarding so nothing falls through the cracks
Use case
Real-Time Employee Profile Updates Across Both Systems
When an employee's job title, department, manager, or location changes in BambooHR, tray.ai pushes those updates to Lattice right away. Org charts, review routing, and goal visibility stay accurate without HR teams having to touch two systems.
- Keep employee data consistent across your HRIS and performance platforms
- Route performance reviews to the right manager, always
- Cut down on the data gaps that make HR reporting hard to trust
Use case
Automatic Offboarding and Deactivation Workflows
When an employee is marked as terminated in BambooHR, tray.ai triggers a deactivation workflow in Lattice — closing open reviews, removing the employee from active performance cycles, and notifying relevant managers. Stale data doesn't linger, and offboarding stays clean.
- Keep terminated employees out of active review cycles
- Protect the accuracy of your performance and engagement data
- Save HR ops teams hours of cleanup after each offboarding
Use case
Sync Manager Hierarchies for Accurate Review Routing
Manager relationships defined in BambooHR are mirrored in Lattice automatically, so 1-on-1s, reviews, and goal visibility always follow the current reporting structure. When a manager change happens in BambooHR, tray.ai updates the hierarchy in Lattice without HR needing to step in.
- Keep review routing aligned with your actual org structure
- Prevent reviews from going orphaned when managers change
- Give managers immediate visibility into their direct reports in Lattice
Use case
Trigger Performance Review Cycles Based on Employment Milestones
Using employment data from BambooHR — hire anniversaries, probation end dates, promotion events — tray.ai automatically triggers the right performance review cycle in Lattice. People teams can run milestone-based reviews without manually tracking each employee's tenure.
- Automate probationary and anniversary review cycle creation in Lattice
- Stop missing performance check-ins tied to employment milestones
- Give every employee a consistent review experience regardless of when they joined
Use case
Sync Custom Fields for Richer Performance Context
Custom employee attributes in BambooHR — work location type, employment category, business unit — can be mapped to corresponding fields in Lattice. This lets People teams slice performance data and filter engagement results by the dimensions leadership actually cares about.
- Bring business-critical HR attributes from BambooHR into Lattice profiles
- Filter and report in Lattice analytics with more precision
- Stop manually updating fields when employee attributes change
Challenges Tray.ai solves
Common obstacles when integrating Lattice and BambooHR — and how Tray.ai handles them.
Challenge
Keeping Employee IDs and Email Addresses Consistent Across Systems
BambooHR and Lattice use different internal identifiers, and email changes — after a legal name change, for example — can break the link between records in both systems, causing sync failures or duplicate profiles.
How Tray.ai helps
tray.ai uses flexible field mapping and lookup logic to match employees across systems using multiple identifiers at once, like work email combined with employee ID. When an email changes in BambooHR, tray.ai finds and updates the right Lattice profile instead of creating a duplicate.
Challenge
Handling Multiple Entities and Locations
Companies running across multiple legal entities, countries, or BambooHR instances have a harder sync problem. Org structures, field names, and employment types can vary significantly between instances, even within the same company.
How Tray.ai helps
tray.ai's multi-instance connector support and conditional branching let you route employees from different BambooHR instances into Lattice with the right department mappings, location attributes, and review cycle assignments — all managed from a single workflow.
Challenge
Avoiding Duplicate or Conflicting Updates When HR Admins Edit Both Systems
When someone makes a manual edit directly in Lattice while an automated sync is running from BambooHR, those changes can collide. Data gets overwritten, admins get frustrated, and trust in the integration goes out the window.
How Tray.ai helps
tray.ai supports configurable sync direction controls and conflict resolution logic, so you can designate BambooHR as the authoritative source for specific fields while leaving manually managed fields in Lattice untouched. You can also set up alerts when out-of-band edits are detected.
Templates
Pre-built workflows for Lattice and BambooHR you can deploy in minutes.
New BambooHR Employee → Create Lattice User
BambooHR 
Lattice Automatically creates a new user profile in Lattice whenever a new employee record is added in BambooHR, mapping name, email, department, job title, manager, and start date.
BambooHR Employee Update → Sync Lattice Profile
BambooHR Lattice Monitors BambooHR for changes to job title, department, manager, or location and pushes those updates to the corresponding Lattice user profile right away.
BambooHR Termination → Deactivate Lattice User and Close Reviews
BambooHR Lattice When an employee is terminated in BambooHR, this template deactivates their Lattice account, closes any open performance reviews, and sends a notification to their manager and HR business partner.
BambooHR Work Anniversary → Trigger Lattice Review Cycle
BambooHR Lattice Automatically starts a milestone-based performance review cycle in Lattice when BambooHR reports that an employee has hit a defined tenure milestone — 90 days, six months, or one year.
Daily BambooHR to Lattice Full Employee Sync
BambooHR Lattice Runs a scheduled daily reconciliation between BambooHR and Lattice to make sure all active employees, manager relationships, and department assignments are accurately reflected in Lattice, creating or updating records as needed.
BambooHR Manager Change → Update Lattice Reporting Hierarchy
BambooHR Lattice When a manager reassignment is recorded in BambooHR, this template updates the reporting relationship in Lattice so 1-on-1s, reviews, and goal visibility go to the right person immediately.
How Tray.ai makes this work
Lattice + BambooHR runs on the full Tray.ai platform
Intelligent iPaaS
Integrate and automate across 700+ connectors with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Lattice and BambooHR — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Lattice + BambooHR actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Ship your Lattice + BambooHR integration.
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