Thanks to the integration with Personio, our Premium and Pro customers no longer need to manually manage their users' accounts. Forget about remembering to onboard or off-board employees — TravelPerk and Personio will work in sync.
This article provides you with step-by-step guidance on how to integrate your company's Personio account with TravelPerk.
What Personio does
Personio is the modern all-in-one HR solution made for SMEs. It helps HR teams spend less time on processes and more time on people.
Personio is used for employee onboarding, time tracking & absence management, HR data management, admin tasks automation, and reporting.
What integration is for:
- Fully automated user provisioning (onboarding and off-boarding) from an employee directory in Personio;
- Auto-enrichment of employee profiles info in TravelPerk;
- Automated account information setup (e.g. Cost Centers, or Supervisor Approvals).
Who can use this integration?
This integration is available to all TravelPerk Premium and Pro users.
💡 Please note that you need admin access to both Personio and TravelPerk in order to set up the integration.
Integration Setup Guide
In order to enable the integration, you need the Personio Client ID and Client Secret. You can either generate them yourself if you're an admin in Personio or request the ID and Secret from your company’s Personio admin.
Part 1 Generating your Personio Client ID and Client Secret
1.1. Log into your Personio account and visit Settings in the bottom left.
1.2. Find the Integrations tile on the Settings page. Proceed to API credentials.
1.3. Click on “Generate New Credential”.
1.4. Add a Name (e.g. “TravelPerk integration”) and set TravelPerk as the type of Integration (see a screenshot below).
In the Personal data section, allow reading of Employee attributes that should already be selected:
Then, among the Readable employee attributes, the following 13 attributes will be selected.
- First name
- Last name
- Hire date
- Termination date
- Last modified
And the following Optional attributes:
- Birthday (to reduce booking friction)
- Gender (to reduce booking friction)
- Team (to filter employees)
- Supervisor (required if automating approvals)
- Cost Center
Please note that date of birth is not pre-selected. To select date of birth, tick Birthday from the drop-down list of Readable employee attributes.
1.5. After completing the steps above, you will see that the API Credentials have been populated. Copy and save these in a secure place!
Part 2: Setting up the integration between Personio and TravelPerk
Fantastic, now that you set up the API Credentials and have both the Client ID and Client Secret, you can make the integration go live in TravelPerk!
2.1. If you haven't yet logged into your TravelPerk account, do it now, and click on Integrations under the Account settings in the upper menu, or simply follow this link.
2.2. Find Personio in the list of Integrations and click on Set up.
2.3. On the Personio page that opens up next, click on the Enable button.
2.4. You will immediately see a pop-up window. Click on the Continue button.
2.5. Finally, enter the Client ID and Client Secret into the corresponding fields.
2.6. Great job! After this, Personio must be successfully connected to your account. Finalize the integration setup by selecting which employees and account settings you want to automatically provision to TravelPerk. Please note that should any of the fields be missing in Personio that you opt to sync, the sync will fail where applicable and you will receive an error log detailing this.
2.7. Save the settings and run a manual sync.
It may take some time for it to finish. Please do not leave the page until it’s done. If you don’t stay, the integration will remain pending, and you’ll have to finish setting it up when you come back.
If you waited until this first sync is completed, please click on Save.
2.8. To have the synchronization run automatically, you can remember to turn on auto sync.
2.9. And last but not least, please proceed to the History tab to see the status of the synchronization.
If there were any errors during the sync, you can receive more details by downloading the XLS log.
That's it! After you’re done, you can see all the synced 🔄 employees in your TravelPerk account:
How to disable the integration
Go to Integrations and find Personio. Click on the Disable button on the right.
Confirm that you want to disable it.
- Do I need to be a Personio customer to use the integration?
- I’ve lost my Service User credentials (User ID / Token). What should I do?
- What happens after you disable the integration between Personio and TravelPerk?
- I still have questions about the integration setup. Whom can I contact to get help?
Do I need to be a Personio customer to use the integration?
Yes, it’s necessary to be a customer of Personio.
I’ve lost my Service User credentials (User ID / Token). What should I do?
If a user who enabled the integration is no longer active, the synchronization will fail. Please re-enable the integration with a new admin.
What happens after you disable the integration between Personio and TravelPerk?
The profiles of the employees you imported will remain on the TravelPerk platform, however, syncing will no longer be possible.
You can re-connect Personio to TravelPerk again if needed.
I still have questions about the integration setup. Whom can I contact to get help?
Please contact your Account Manager at TravelPerk.