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Integrate Personio with Lattice

Dianmarie
  • Updated

Sync your company's Personio employee information with Lattice

Using Personio as your HRIS, you can easily set up your organization in Lattice through our integration. To sync your Lattice account with Personio, you must be an admin in both Lattice and Personio. 

What employee information will come over to Lattice from Personio?

If synced, Lattice will pull the following information from Personio:

  • Name
  • Preferred Name
  • Work Email
  • Primary Job Title (Not for contractors)
  • Start Date
  • Department
  • Manager (Not for contractors)
  • Birthdate (Not public to employees)

Lattice will also allow you to import custom attributes from Personio.

Getting Started

Add new credentials in Personio

To integrate with Lattice successfully, you must create new credentials within your Personio account. 

  1. Sign in to Personio. Make sure you're an admin or have the needed permissions to manage integrations.
  2. Navigate to Settings > API Credentials > Generate new credentials.
  3. A popup form will appear –– Include the following within the form:
    • Name: Lattice
    • Integration: Lattice
    • Personal data: check Read for employees
    • Allowed employee attributes: You will need to allow the employee attributes (default and custom ones) you want to share with Lattice. Some fields are required to create a new user in Lattice, so please make sure to check them:
      • Employee ID
      • Email
      • First name
      • Last name
      • Status
      • Employment Type

Note: Moving forward, you will need to update the Allowed employee attributes each time you create a new custom attribute you want to be shared with Lattice.

4. Click Generate new credential and refresh the page.

5. Click on the new Lattice credential from the list of API credentials and copy the Client ID and Your secret values into your clipboard. These fields will be required to finish the integration in Lattice.

Complete setup in Lattice

  1. Navigate to Admin > Settings > Platform > Integrations.
  2. Scroll down and click on the Personio button.
  3. You'll then be prompted to add the Client ID and Secret copied over from Personio.
  4. Select the employee types you want to pull into Lattice from Personio.
  5. Click Connect.

Syncing options

Today, Personio has the option to:

  • Auto-sync your employees nightly (this will happen at 12 am PST)
  • Sync manually by clicking the blue Sync button

Even if you choose to auto-sync nightly, you will always have the option to sync manually during the day if needed. 

Update the types of employees to import

  1. Navigate to Admin > Settings > Platform > Integrations.
  2. Select which employees you want to import. Options could be External, Internal, or both.
  3. Click on the Save button.
  4. Click on the Sync button to import users that are under the employee types you have set.

Update credentials

  1. Navigate to Admin > Settings > Platform > Integrations.
  2. Select Update credentials.
  3. Adjust the Client ID and/or Client secret. 
  4. Click on the Update button.
  5. Click on the Sync button to update changes.

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