At a glance
With the Personio Multi-Integration, different Personio sub-companies can be connected to different Circula entities.
To do this, certain pre-settings must be configured on Personio. In the second step, the respective entities must be connected on Circula.
You must have admin rights in Personio and Circula to be able to set this up.
Preset in Personio
In order to set up or configure the Personio API, you must first make a few settings in the Personio app. As the second step, you need to connect the Circula Entities.
Setup in Personio
In Personio, navigate to "Settings".
Now click on "API access data" under "Integrations".
Integrations in Personio
In the new window, click on the toggle next to Circula to activate the integration.
Click on "Generate new access data".
Generating new access data on Personio
Now select the required attributes under "Readable employee attributes", especially the attribute "Company".
Choosing the attributes in Personio
Click on "Save".
Saving the attributes on Personio
After the successful configuration on Personio, you can now start with the settings and connections on Circula.
Settings in Circula
Setup in Circula
Important
The steps listed below must be carried out individually in all Circula entities. It is not sufficient to perform the steps only in your main Circula entity.
The same Client ID and the same Client Secret apply to every Circula entity.
Click on "Integrations" and navigate to "Personio".
Personio Integration in the web app
Enter your Client ID and Client Secret and click on "Connect".
Once the initial connection is made, a search is conducted in Personio to see if your company has sub-companies. As this may take a few minutes, a loading screen will be shown whilst this happens.
The sub-companies will then be shown in the drop-down menu. You must then select the sub-company (s) that you wish to import the users from and click "Connect". If there are no sub-companies in Personio, the drop-down menu will be deactivated.
Choosing the sub-company
Once the user selects the sub-company and clicks “Connect”, a pop-up will appear to confirm which users will be imported. If no sub-companies are selected or sub-companies do not exist, all users in Personio will be imported.
Confirmation of the import of users
After the users were invited, you will be asked to map the attributes. More information on mapping the attributes can be found here.
Disabling the integration
If you would like to disable the integration, click on the three dots under "Personio" and click on "Disable Integration".
Note
Disabling the sync means that the users will not be synced. The connection to Personio remains.
Enabling the integration
If you would like to re-enable the integration, click on the three dots under "Personio" and click on "Enable Integration".
Note
Admins have the option to add or remove sub-companies at a later time.
This can be done by returning to the drop-down, adding/removing additional sub-companies and saving the changes using the “Save changes” button.
Please note that in this case, changes made to the sub-company attribute in Personio will not be reflected in Circula until after the nightly sync has taken place.
Do you still have questions?
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