Personio Integrations Setup
1. Sync Features
Using Personio with SourceWhale
1. Campaign Settings
2. Chrome Extension

Personio Integration Setup

In order to set up your Personio integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.

Search for Personio in the search bar.

Step 2

Head to Settings > API credentials in your Personio account.

Enter the Recruiting API key, Company ID and Domain in the relevant fields and then click Activate.

Once your integration is active you will see a green connected box appear by the Personio icon.

Sync Features

On the integrations page, you will be able to set default settings for yourself and your team.

General Settings

Sync manual contact updates to Personio - Automatically update Personio with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Sync Settings

Only add notes to synced records - Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Personio once a Candidate has been marked as "interested" or "replied".
When adding to a campaign - Choose to sync when adding Candidates or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Displayed Fields - Choose which Personio fields users can optionally tag to a Candidate to push into Personio.
Mandatory Fields - Choose which Personio fields must be filled to push Candidates into Personio.
Protected Fields - Selected fields will not be overwritten in Personio when syncing data.
Filterable Fields - Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.

Field Mapping

Here you can customise and map all Personio fields to the corresponding SourceWhale variable.

Please do not adjust unless you are finding that the variables are not mapping as expected in Personio.

String Variables - These SourceWhale variables can only be mapped to one field in Personio.
List Variables - These SourceWhale variables can be mapped to multiple fields in Personio.
Social URLs - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Personio.

Using Personio with SourceWhale

Within SourceWhale you can use the Personio integration features in the campaign settings or Chrome extension.

Campaign Settings

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Candidate or not sync. You can also choose to adjust the default sync settings. If you click on the grey arrow to the right-hand side of the 'Sync options', you will see that you have the possibility to push a Candidate through with specific tags.

Chrome Extension

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. you have selected (in the campaign settings page) that you want everyone to be pushed through as a Candidate, but you come across someone you'd rather not push through, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Candidate better.

You can do the same in regards to advanced settings options, by clicking on the grey arrow to the right of the 'Sync as' box.