Personio - How To Link My Account

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

Ensure you fulfil the following 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

1. Log into 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 and click Next in the bottom right corner of the page.

   

5. Under Select the attributes you want to grant access rights for, select the attributes you want to sync. To sync all data supported by Merge, you must select at least the following attributes:

   • Employees

   • Attendances

   • Absences

   • Org Units

6. 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)

   

7. 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

1. Paste your created Client ID and Client Secret into the linking flow and click Next.