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.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact 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.
Adding to Personio
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".
Candidate Fields
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.
Contact Fields
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.
Using Personio with SourceWhale
Within SourceWhale you can use the Personio integration features in the campaign settings or Chrome extension.
Campaign Settings
On the campaigns setting page you will see different options regarding when and how contacts are pushed through to Personio.
If you have ticked any "Displayed Fields" or "Mandatory Fields" in your Integration Settings, they will display in your Campaign Settings so you can fill them out
When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.
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 setting options, by clicking on the Show More button underneath the Sync dropdown.
You will then be able to see the "Displayed Fields" you have selected within the Integration Settings.
Your team admin can alter the fields displayed at any time by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬