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      Integrate Personio with Engagedly

      Table of contents

      1. Introduction
      2. Generate client ID and secret key
      3. Sync employee accounts
      4. Set up identifier

      1. Introduction

      Integrating Personio with Engagedly allows the admins to sync all the employees’ information, including custom field data, from Personio to the Engagedly platform. The integration enables the admins to sync data seamlessly, aiming to improve efficiency, streamline administrative workflows, and enhance functionality, ensuring accurate and timely exchange of employee information. Learn more in Overview of integrations.

      Prerequisites

      Before mapping and syncing, you must contact our support team and provide the following details:

      • Client ID and secret key of your organization's Personio account.
      • Set of field mappings to integrate on Engagedly.

      2. Generate client ID and secret key

      1. Log in to your Personio account.
      2. On the left pane, select Settings.
      3. In the Integrations field, select API credentials.
      4.  At the top right, click Generate new credential.
      5.  Type the name as required, select the Personal data, select the attributes, and click Generate new credential.
      6.  Click Save.

      Once the client ID and secret key are generated, you must share them with our support team along with the user field mappings between Personio and Engagedly.

      Based on your requirements, you can choose the following settings on 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

      After successful integration, you will receive an email notification from our support team.

      3. Sync employee accounts

      You can contact our support team to schedule the user data sync to keep employees’ accounts on Engagedly up-to-date. The user data sync can happen once a day, twice a day, or as per your requirements.


      With each user data sync, the following user details are updated:

      • Adding new employees
      • Updating the existing employees’
      • Blocking or dismissing the employees
      • Editing the department, job titles, and other employee-related information available in the field mapping

      After every sync, the employees’ details are automatically updated on the Engagedly platform.

      You can contact our support team to stop syncing the employees’ details.

      4. Set up identifier

      You can opt for the unique identifier as an employee ID or an employee’s email ID. By default, the email ID is the primary unique identifier. You can contact our support team to set the employee ID as the primary unique identifier.