Overview
To authenticate Personio, you will need to provide the following information:
Client ID
Client Secret
This guide will walk you through finding or creating those credentials within Personio.
Prerequisites
Please ensure you fulfill all the requirements to set up the integration:
You have Administrator permissions in your company's Personio instance or someone has shared their access with you
Instructions
Step 1: Generating your API credentials
Log into your Personio account and visit Settings in the bottom left
On the Integrations tile, select API credentials
Click Create custom integration
Enter a name for your new integration and click Next in the bottom right corner of the page
Under Select the attributes you want to grant access rights for, select the attributes you want to sync. In order to sync all data supported by Merge, select at least the following attributes:
Employees
Attendances
Absences
Org Units
Under Readable employee attributes, click select all or select the individual fields you want to sync. Commonly used fields include:
Email
First name
Last Name
Gender
Hire date
Office
Profile Picture
Termination date
Status
Supervisor
Occupation type (optional)
Click Create integration once done. You will then see your API Credentials populate. Copy and save these in a secure place.
Step 2: Paste your Client ID and Secret into the linking flow
Paste your created Client ID and Client Secret into the linking flow and select Next.
