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 click on 'Marketplace' from the menu on the left.
1.2. Search for 'TravelPerk' and click on the 'TravelPerk' tile.
1.3. Click on 'Connect'.
1.4. Click on 'Generate New Credential'.
1.5. Click on 'Manage Credentials'.
1.6. Find the TravelPerk Integration in the list and click on it.
You will notice a pop up which will allow you to adjust the attributes required. 'Read' access for the 'Employee' section should already be selected:
Then, among the Readable employee attributes, the following 13 attributes will be selected. More details regarding mandatory & optional attributes below:
These are the Mandatory attributes:
- First name
- Last name
- Hire date
- Termination date
- Last modified
- Gender (to reduce booking friction)
- Team (to filter employees)
- Supervisor (required if automating approvals)
- Cost Center (required if Cost Center sync is needed)
- Subcompany (required if companies matching needed)
Please note that Subcompany is not automatically selected. Under Readable employee Attributes, open the drop down menu and select Subcompany.
Note: Date of birth is currently not available with the integration.
1.7 Once reviewing and selecting all the attributes as needed, click 'Save'. You will see a pop up saying 'Credential Updated'.
1.8. Take note of the Client ID & Client Secret and save it in a secure place as you will require it for Part 2!
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. Enter the Client ID and Client Secret into the corresponding field and click 'Submit'.
2.6. There will be a pop-up that states “Sync fields between Travelperk Sandbox and Personio”.
If you have multiple Companies (entites) set up in TravelPerk, please select "Map Fields" and follow step 4.6 onwards in this guide.
If you just have a single Company (entity) in TravelPerk, please select "Skip for now".
2.7. Great job! The Personio integration is now successfully connected to your TravelPerk account.
Now, you will be taken to the page to configure the Personio integration within TravelPerk.
2.7.1 You will be given the option to sync "All Employees" or "Selected Employees" which allows you to filter based on location and cost center.
Important Note: The filter (e.g. cost center, location) will only be available if you have data on Personio that can be correctly mapped to TravelPerk. Otherwise, this filter will not appear in the dropdown list and that is expected.
2.7.2 You will then select which information should be synced. We recommend to “sync full employee data” for your employees. Alternatively, you may opt to “Select employee details to sync” which will only sync the boxes that are ticked outside of the mandatory data fields.
2.7.3 Cost Center Sync - You can toggle on “Cost Center” which would automatically sync and assign the Cost Center field in Personio to your employees in TravelPerk. If Cost Center data is populated in a custom field in Personio, this will not be synced.
Approval Process - PRO plan customers can also toggle on automatic approval processes based on direct line managers. Approval groups will be automatically created using the “Supervisor” field in Personio. Turning on this feature will create approval groups for line managers with their direct reports automatically added to the group. Here are the options available for the automated approval flows:
A. Automatically approve in-policy trips
All trips that fall within the travel policy are automatically approved. Out-of-policy trips require line manager approval.
B. Automatically approve in-policy trips and receive notifications
All trips that fall within the travel policy are automatically approved and the line manager will be notified of the trip. Out-of-policy trips require line manager approval.
C. Manually approve all trips
All trips go for line manager approval
Now you are ready to run your first manual sync!
2.8. 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.
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.
2.9. To have the synchronization run automatically, you can remember to turn on auto sync.
2.9.1 Once a manual or automatic sync has taken place, you may proceed to the Last Imports section 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.
Is it possible to automatically match employees to the correct Company (entity) in TravelPerk using the Personio integration?
Yes, instructions on how to set up this feature with your integration can be found in this guide: