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Personio setup

Personio connects through the unified HRIS connector. This page covers the Personio-side configuration you complete first. Once it's done, add the connector in Mesh by following Connect your HR system.

You finish with two values: a client ID and a client secret.

Before you start

You need administrator permissions in your company's Personio instance, or a colleague who has them.

Third-party product

These steps reflect Axiad's current understanding of Personio's configuration. Because Personio is a third-party product, there may be variations between your experience and what this guide describes, depending on the version in use and recent updates.

If you find a significant difference, or anything that doesn't make sense, let us know through Axiad support.

Step 1 — Create a custom integration

  1. Sign in to Personio and open Settings at the bottom left.

  2. On the Integrations tile, select API credentials.

    The Personio settings page with API credentials under Integrations

  3. Select Create custom integration.

    The API credentials page with the create custom integration action

  4. Name the integration — something identifying the Axiad Mesh connection — and select Next.

    Naming the new custom integration

Step 2 — Grant attributes

Under Select the attributes you want to grant access rights for, select at least:

  • Employees
  • Org Units

Add Attendances and Absences only if you want that data in Mesh.

Then, under Readable employee attributes, select the fields to sync. Mesh uses HR data for identity correlation and risk assessment, so identity, employment status, and organizational fields are the useful ones — it reads what you grant, and nothing more.

Step 3 — Connect in Mesh

Follow Connect your HR system, choose Personio in the connection window, and supply the client ID and client secret.

After connecting

The connector appears in your connectors list with Health: Initializing while the first collection runs, then moves to Good. Access is read-only: Mesh does not write back to Personio.

If it doesn't come online, see Troubleshoot HR connectors.

Troubleshooting

What you seeLikely causeFix
The connector authorizes but collects no peopleThe Employees attribute was not grantedEdit the custom integration, grant it, then re-run the collection
Employee fields are missingThose fields are not in Readable employee attributesAdd them to the integration and re-run the collection
Department or team data is absentOrg Units was not grantedAdd it to the integration