Table of Contents

Personio
- Connect Personio to Boost.space Integrator
- Build Personio Scenarios

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

Personio

With Personio modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the attendances, applications, documents, projects, employees, time-offs, and positions in your Personio account.

To use the Personio modules, you must have a paid account. For subscription information, refer to the Personio Pricing page.

Refer to the Personio API documentation for the list of available endpoints.

Connect Personio to Boost.space Integrator

To establish the connection, you must:

Create a custom application in Personio.
Only for Applications modules: Get a Company ID and a Recruiting Access Token in Personio.
Establish the connection in Boost.space Integrator.

Create a custom application in Personio

To create a Personio custom application and retrieve your client credentials:

Log in to your Personio account.
In the left sidebar, click Settings.
In the Integrations tab, click API credentials.
Click Create custom integration.
In the Name field, enter the name of a new integration. Click Next.
Select the needed scopes and attributes according to Boost.space Integrator modules that you will use. Click Create integration.
Copy your Client ID and API secret values and store them in a safe place. Click Finish.

You will use these values in the Client ID and Client Secret fields in Boost.space Integrator.

Get a Company ID and a Recruiting Access Token in Personio

To retrieve credentials:

Log in to your Personio account.
In the left sidebar, click Settings.
In the Integrations tab, click API credentials.
In the integrations table, click Recruiting Integrations.
Copy the Your company ID and Access tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. values and store them in a safe place.

You will use these values in the Company ID and Recruiting Access Token fields in Boost.space Integrator.

Establish the connection with Personio in Boost.space Integrator

To establish the connection in Boost.space Integrator:

Log in to your Boost.space Integrator account, add a Personio modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter your credentials:
1. For Applications modules:
  1. In the Company ID field, enter your Company ID value that you copied above.
  2. In the Recruiting Access Token field, enter your Access token that you copied above.
2. For the rest of modules:
  1. In the Client ID field, enter your Client ID value that you copied above.
  2. In the Client Secret field, enter your API secret that you copied above.
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Personio modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Personio ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

Attendances

Search Attendances

Applications

Create an Application
Upload Application Document

Documents

List Document Categories
Upload a Document

Projects

Create a Project

Employees

Watch Employees
Create an Employee
Update an Employee
List Employees
List Employee Absence Balances
Get an Employee

Time-Offs

Get a Time Off
List Time-Off Types
List Time-Offs

Positions

Watch Positions
List Open Positions

Other

Make an API Call