Personio

Integrate Circula with Personio

Eileen Rohlfs avatar
Written by Eileen Rohlfs
Updated over a week ago

Companies with a Personio subscription can connect their Personio account to their Circula account.

Once the integration is activated, all employees in Personio will automatically receive an invitation email to Circula!

🔧 Special case

If you have multiple entities or companies or user groups stored in your Personio account that should NOT be invited to Circula, you will not be able to split them on your own and create single API key files.

In this case, you will need help from our support team, who will be happy to assist you. Please contact our team via the contact information on the bottom of this page.


Why connect Personio to your Circula app?

Manually inserting employee data is annoying. Thanks to automated data transfer the integration to Personio takes the work off your hands. Once connected, your user data from Personio will be synced and pushed to Circula:

  • First and last name, e-mail, status, type of employment, if required additionally IBAN and creditor number.

  • New users created in Personio will create new users in Circula users, when they become active in Personio.

  • Deactivated users in Personio will be deactivated in Circula.

  • Data transmission is synchronized every night in the background.

Please note that we only import the status "Active" and employment type "Internal".


How to connect Personio to your Circula app

If you already have generated valid API key enabled

To enable the Personio integration, go to Integrations > Personio in the menu.

  • Enter the API credentials already generated in Personio in the Client ID and Client Secret fields.

  • Click Connect then. The Personio integration will be activated.

The integration always synchronizes the two databases overnight.

If you need to generate a new API key text file

To connect Personio to your Circula app, sign in to Personio and navigate to the Settings > INTEGRATIONS > API access details page.

Go to "Settings" > "Integrations" > "API Access Details"

  • Click "Generate new credential" to set up a new integration between your Personio account and the Circula app.

In "API credentials", you have the option to generate a new credential or adjust existing ones.

  • To create the access file, click "Create new credential" and make sure the following fields are selected as readable attributes: First name, Last name, Email, Status, Employment type.

Choose here which attributes the Circula integration can read out from your Personio account.

📝 Note: the following fields can also be pushed from Personio to Circula: Employee creditor number, Employee IBAN. If you wish to push them to Circula, make sure to add them to this list.

  • Click on Generate new credentials to generate the new API key.

  • Now you can go back to your Circula account and enter the credentials for this API key in the menu "Integrations" > "Personio"(Client ID and Client Secret, s. screenshot above).

For more information on setting up new API credentials, see

Important:

Once the API key is generated and the integration is enabled, do not click again on "Generate new credentials". Doing so will turn off the integration and require you to go through the integration process again.

Adding additional fields to attributes

After setting up the Circula-Personio API you can connect the three map attributes and match the Employee IBAN, Employee ID and the Employee creditor number, too.

Setting up map attributes after connecting Circula and Personio

If you are missing individual required attributes in the drop-down menu in your active Personio integration in Circula, you can simply activate them in Personio. Please go to the settings there, navigate to the active Circula API, click on it and add the required fields by marking in the list of readable employee attributes. Save the changes, and the required fields will be transferred to Circula.

All data transferred between Personio and Circula is encrypted.


Do you still have questions?

💬 Chat Support
📞 +49 30 588 491 01️️
✉️ support@circula.com

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