Personio Integration

Learn how to connect Personio to the DCO to import your employee list.

Preparation

Before starting the integration, please ensure that you meet all necessary requirements:

To set up the integration with Personio, you must have at least the following access rights:

• In the DCO: Administrator rights to set up the integration
• In Personio:
  • Account Configuration > API (to create the API key)
  • Account Configuration > Marketplace Integration (to view the credentials of the created API key)

To make sure your account has access to these roles in Personio, please follow these steps:

1. Click on the "Settings" button in the sidebar (if you can not see this button, you are missing permissions):
   
2. Ensure you can see the "API credentials" tab in the "Integrations" section under the "Settings" page:
   
3. Click on the "Marketplace" button in the sidebar (if you can not see this button, you are missing permissions):
   
4. Ensure that you can click on "See connected integrations"
   
   
   

If you are unable to complete these steps, you won’t be able to set up the integration. Please request a system administrator to grant these access rights to your account. For more information on access rights, you can refer to this guide.

Generate your API credentials

1. Log into your Personio account.
2. Open the "API credential" page. You can follow the link in the connection guide or use the following link with your own subdomain:
   https://<your subdomain>.personio.de/configuration/api/credentials/management
   
   
   
3. Click on "Generate new credential" on the marketplace page
4. Enter a name for your new connection
   
   
   
5. Check the needed access rights in the connection flow
   

   This is just a general example. To view the specific scopes needed for your integration, please initiate the connection flow yourself.

6. Enable the required access rights in the Personio interface:
   
   
   
7. Enable the required readable employee attributes in the Personio interface:
   
   
   
8. Click on "Generate new credential":
   
   
   
9. Open the "Connected integrations" page. You can follow the link in the connection guide or use the following link with your own subdomain:
   https://<your subdomain>.personio.de/configuration/marketplace/connected
   
   
10. Then, find the API credentials you just created and click on that entry. A new window should open on the right. At the top select the "API credentials" tab:

11. Click on the "Reset client ID and API secret" button:
    
    
    

12. You should get the API credentials:

    
13. Start connecting the Personio integration in the DCO. When asked, copy client ID and client secret into the connection flow. Then click on “Set up integration”.