Integrating with Personio

Drivetrain uses Client ID and Secret of a custom integration created in Personio, it enables user to select the objects and fields they want to share.

Prerequisites Personio Setup Generating API Credentials

Prerequisites

To connect Personio to Drivetrain, you need:

1. An active Personio admin account

Personio Setup

Step 1: Generating API Credentials

1. Log in to your Personio account and click on Settings in the bottom left.

2. Click API Credentials on Integrations Tile

1. Click Create Custom Integration

2. Enter name as "Drivetrain Integration" and click Next.

1. Under Select the attributes you want to grant access rights for, select the attributes you want to sync

Important: To ensure the integration functions accurately, the following objects must be selected:

• Employees

• Attendances

• Absences

• Custom Reports

• Org Units

1. 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)

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

That's it, please share the Client ID and Client Secret via a secured link or doc to your Customer Success Manager