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

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

Search for Personio in the search bar.

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.

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

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.

Add Candidate to Personio - Choose when Candidates get added to Personio, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidate to option, we will only add notes to existing records in Personio once a Candidate has been marked as "interested" or "replied".

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.

Update field in Personio - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

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

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

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.

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.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬