Personio integration

Contents

• What can you do with a Dado-Personio integration?
• What data is exchanged between Dado and Personio?
• How to set up the Personio integration

What can you do with a Dado-Personio integration?

The Dado <> Personio Integration allows you to:

• use Personio as a source for importing users and updating user data

What data is exchanged between Dado and Personio?

Personio data accessible to Dado:

Dado connects to Personio via their API, using an API key generated by a particular Personio user. Dado can in theory access any data in Personio accessible to this user.

In practice, which data is synced to Dado is determined by you, when you set up Personio as an import source and select which fields should be imported (see 'Adding Personio as a User Import Source' below).

Once the integration is set up, Dado will import data for all users in Personio. That means it is not possible to restrict Dado's access to a subset of the users in Personio.

Dado data accessible to Personio:

No employee data is synced back from Dado to Personio

How to set up the Personio integration

Step 1. Create API credentials in Personio

• Log into your Personio account and visit Settings in the bottom left
• Find the Integrations tile on your settings page and click on API credentials
• Click Create custom integration
• Enter a name for your new integration and click Next

• 

• Under Select the attributes you want to grant access rights for, select the following attributes:
  • Employees
  • Org Units
• Under Readable employee attributes, click select all or select the individual fields you want to sync through to Dado. We'd suggest, at the very least:
  • Email
  • First name
  • Preferred name
  • Last Name
  • Position
  • Team
  • Employment type
  • Hire date
  • Termination date
  • Birthday
  • Status
  • Supervisor
  • Office
  • Employee ID

• Click Create integration. You will then see your API Credentials populate. Copy and save these in a secure place.

• 

Step 2. Set up the integration in Dado

• Log in to Dado and navigate to Settings in the top navigation. 
• Under Settings, choose Integrations from the left-side menu. A list of integrations is shown – click Personio.
• You’ll be asked to input the following details:
  • Client ID: this is the client ID you copied from Personio in the previous step
  • API Secret: this is the secret you copied from Personio in the previous step
• Click Save. Dado will quickly check your credentials and, if they're valid, your integration will be set up
  • If you see an error at this point, please reach out to the Dado support team who can help you work through it.

Troubleshooting the Personio integration

When I set up an import source, I can't find the Personio field I want in the dropdown

The fields that Dado can access in Personio are restricted by the permissions on the API credentials set up in Personio. If you can't see the Personio field you want when setting up an import source, then you should first check that you have granted Dado access to that field.

• Log into your Personio account and visit Settings in the bottom left
• Find the Integrations tile on your settings page and click on API credentials
• Click on the Dado integration in the list, and then select the Access rights tab
• Under Readable employee attributes, check which attributes the Dado integration has access to, and ensure the field you want is checked

If the field you want is already checked, please contact your Dado customer success manager. The field you want may be of an unexpected configuration, that will require a small update on Dado's side.