Prerequisites

Before getting started, please carefully read the following to make sure you fulfil all requirements for the integration to work:

In order to set up the integration with Personio, you must at least have "access rights" to the following roles:

• 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, 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 can not follow these steps, you will not be able to set up this integration. Please ask a system administrator to assign these "access rights" to your account. You can read more about "access rights" here.

Find your API domain

Your API domain is the same domain that you use to login to Personio

Open your Personio login page, you should be able to view your domain here.

Generate your API credentials

1. Follow our link to the marketplace page
   
2. Click on Connect at the the top right
3. Select the option Generate new API credential
4. Paste the credentials in our connection flow:
   

[Conditional] Grant access to employee custom fields.

Only proceed with this step if it's shown in your personalised connection flow.

1. Open the connected integrations page and select our integration
2. Select all applicable custom fields and click Update.