Integrate Personio with Perk

Personio is a modern all-in-one HR solution made for SMEs. It is used for employee onboarding, time tracking, absence management, HR data management, admin tasks automation, and reporting.

Understanding the Personio integration

The Personio integration lets you:

  • Provision users — onboard and offboard employees directly from your employee directory.
  • Auto-fill employee profile information on Perk.
  • Trigger manual syncs to import new employees and archive those who left.
  • Run fully automated syncs between Personio and Perk.
  • Set up accounts automatically, such as adding cost objects and approval processes (Pro plan only).

Before you begin

  • To enable the Personio integration, you must be an account admin on Perk and Personio.
  • If the person who enabled the integration is no longer active, the sync will fail, and you’ll need to re-enable the integration with a new admin.
  • If you have SSO enabled for Perk, it is recommended to disable Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
  • If a person's first name, last name, or email in the identity provider (IDP) is different from Personio, the IDP will override the data synced from Personio to Perk.
  • To disable the Personio integration, follow the instructions on Manage integrations.
  • If you have any questions or need assistance setting up the integration, contact your account manager.

1. Connecting Personio to Perk

Note: Connecting Personio requires specific readable employee attributes to be configured in Personio for the integration to work correctly. Configure the attributes listed below before or during the Merge setup process.

  1. Go to Settings > Integrations.
  2. Find the Personio integration and click Start setup.
  3. Click Enable. This will open the Merge Link pop-up.
  4. Follow the Personio guide on the Merge Help Center to complete the connection. Once connected, return here to set up the integration.

Perk attributes required in Personio

The API credentials created during the Merge setup need the following readable employee attributes for the integration to work correctly with Perk.

Personio Attribute Required Fields used for integration
Email Yes Primary email
First name Yes First name
Last name Yes Last name
Hire date Yes Start date
Termination date Yes Status
Office Yes Location
Status Yes Status
Last modified Yes Sync trigger
Gender Optional Sex
Team Optional Groups filter
Supervisor Optional Line manager
Cost Centre Optional Cost object
Subcompany Optional Company
Absences Optional Out-of-office

2. Setting up the Personio integration

After you successfully connect to Personio, navigate to the Perk configuration page to complete your setup.

  1. Start setup:
    1. Go to Settings > Integrations.
    2. Find the Personio integration in the Enabled section and click Manage.
    3. In the Finish setup box, click Configure.
  2. Employee selection: Select which employees to sync to Perk — click either Sync all employees or Sync a group of employees.
    • When Sync all employees is selected, Perk syncs all active employees.
    • When Sync a group of employees is selected, Perk syncs only the selected groups.
  3. Default field selection and mapping: Select and map fields to sync from Personio to Perk. All available fields are selected and mapped by default, with the exception of Unique ID which requires custom mapping or removal.
    • To remove a field, click the trash can icon to the right of the field row.
    • To add a field, click Add default field at the bottom of the default field list.
    • To customize a field mapping, use the left-side column to select an alternative field from Personio.
  4. Custom field selection and mapping: Select and map custom fields to sync from Personio to Perk. All existing custom fields in Perk will be available for sync with Personio.
    • If a custom field is not visible, check that it has been created in Perk.
  5. Company selection and mapping: Select and map companies to sync from Personio to Perk. Personio automatically detects companies and displays them in the left-side column. By default, all companies from Personio are mapped to the default company in Perk.
    • To customize the source field, use the left-hand column to select an alternative source.
    • To customize the company mapping, use the right-hand column to select an alternative company in Perk. If a company is not visible, check that it has been created in Perk.
    • To complete the process, click Save and sync. The initial sync will take a few hours to complete — the account admin will receive an email notification when it's done.
  6. Turning on error notifications (optional):
    • To automatically sync Personio to Perk on a daily basis, turn on the Automatic sync toggle.
    • To receive error notifications, enter an email address and click Save.

Running a manual sync

Use manual sync to import the latest employee data from Personio at any time. On the Personio integration settings page in Perk, click Sync now to import the latest data.

If there are any errors during the sync, you can download the XLS log to find more details. For more information, see Understanding the integration sync log.

Synced employees are indicated with the Sync icon on the People page.

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