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Integrate Personio with Engagedly

Table of contents

  1. Introduction
  2. Generate client ID and secret key
  3. Default field mappings
  4. Before user sync
  5. Sync employee accounts
  6. Primary unique identifier

1. Introduction

Integrating Personio with Engagedly allows admins to sync employee details, including custom fields, from Personio directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in Overview of integrations.

Prerequisites

  • Admin access to both Personio and Engagedly.

  • Client ID and secret key from your Personio account.

2. Generate client ID and secret key

  1. Log in to Personio.
  2. In the left navigation menu, select Settings.
  3. In the "Integrations" section, select API credentials.
  4. Click Generate new credential at the top right.
  5. Enter the name as required.
  6. Select the personal data, select the attributes, and click Generate new credential.
  7.  Click Save.

The client ID and secret key are successfully generated. Share them with our support team along with the field mappings.

3. Default field mappings

By default, the following fields are mapped between Personio and Engagedly:

Engagedly fields

Personio fields

First Name

First Name

Last Name

Last Name

Email

Email ID (default unique identifier)

Employee ID

Employee ID

Departments

Department

Job Title

Job Title

📒Note: These are the default mappings. Contact our support team to customize or add additional fields as required.

4. Before user sync

Before mapping and syncing, choose the following settings in Engagedly:

  • Sync only the active users
  • Sync all the users (active, onboarding, and inactive users)
  • Sync all the department, business unit, job titles, and location details

You receive an email notification after successful integration.

5. Sync employee accounts

Contact our support team to schedule user data syncs to keep employee accounts up-to-date in Engagedly. Syncs can run once daily, twice daily, or at a frequency you specify.

During each sync, Engagedly automatically:

  • Adds new employees
  • Updates existing employee records
  • Blocks or dismisses employees as required
  • Updates departments, job titles, and other mapping attributes

Employee details update automatically after every sync. You may also request our support team to stop syncing at any time.

6. Primary unique identifier

By default, email ID serves as the primary unique identifier for employees. If you prefer to use employee ID, contact our support team to update this setting.

7. Sync status and reports

Contact our support team to request the current sync status and detailed reports.