Personio Setup Guide Lite

Follow our setup guide to connect Personio to Fivetran.

Prerequisites

To connect Personio to Fivetran, you need a Personio account.

Log in to your Personio account.
In the left navigation menu, go to Settings > Integrations.
Click API credentials.
Click Generate new credentials.
Enter a Name for the API credential.
Grant Read permission for or all Personal data types.
In the Readable employee attributes drop-down, select all attributes.
Click Generate new credential.
Make a note of the client ID and secret. You will need them to configure Fivetran.
Click Save.

Copy Client ID and Secret

In the connector setup form, enter your chosen Destination schema name.
Enter the Client ID and Secret you generated in Step 1.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Personio data.