With the latest release, It is possible to automatically allocate users to the correct “Company” in TravelPerk as opposed to all users being assigned to the default company.
The new feature also enables clients to filter the users synced to TravelPerk based on the company (entity) they belong to.
This document provides a step by step guide on how to add this feature to your existing Personio integration.
Step 1: Ensure the company names in TravelPerk have identical names to the Subcompany name in Personio
1.1 From the TravelPerk homepage, click on Account Settings > Account > Companies
1.2 Ensure the company names listed have the identical name to what is in the Subcompany field in Personio. It is recommended that you copy and paste the company name from there.
Please note that the names are case and character sensitive so the match must be identical.
Step 2: Add Subcompany as readable employee attribute in Personio
2.1 In your Personio platform, please find your API credentials used to connect Personio to TravelPerk (Settings > Integrations > API Credentials). Click on the credentials used.
2.2 Under Readable employee Attributes, open the drop down menu and select Subcompany.
2.3 Click Save
2.4 Copy and paste the client ID & Secret and add proceed to step 4 where you will add them to TravelPerk and reconnect the integration
Step 3: Edit your existing Personio integration
3.1 From the TravelPerk homepage, click on Account Settings > Integrations > Personio > Edit
If this is your first time connecting Personio to TravelPerk, please ignore this step.
3.2. You will immediately see a pop-up window. Click "Map fields"
3.3 There will be a pop-up that states “Sync fields between Travelperk Sandbox and Personio”. Please select Map Fields
3.4 In the search field bar, select Subcompany, save mapping and then finish the set up.
3.5 Once the sync has been completed (which can take around 10-20 minutes depending on the number of users you have in Personio) you will be taken to the configuration page in TravelPerk.
3.6 Optional - You are now able to filter by company in TravelPerk should you only want to add certain entities to TravelPerk
3.7 TravelPerk can automatically assign employees to companies synced from Personio. You will have the option to automatically assign all companies or selected companies only.
Please note that the company must already be set up in TravelPerk using the exact entity name that is in Personio
If you are connecting the integration for the first time, please return to the main Personio Help Center Article to step 2.7 to finish the integration process.