Setup Guide: Personio

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.

Contents

• Prerequisites
• Generate your API credentials
• Paste your Client ID and Secret into the linking flow

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 granted you access.

Generate your API credentials

1. Log in to your Personio account and visit Settings in the bottom left.
2. On the Integrations tile, select API credentials.

3. Click Create custom integration.

4. Enter a name for your new integration, then click Next in the bottom right of the page.

5. 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

6. Under Readable employee attributes, select the following fields:

• Email
• First name
• Hire date
• Termination date
   

7. Click Create integration once done. You will then see your API Credentials populate. Copy and save these in a secure place.

Paste your Client ID and Secret into the linking flow

Paste your Client ID and Client Secret into the linking flow, then select Next.