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 connection 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 for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.
Click Save & Test. Fivetran will take it from here and sync your Personio data.