Sync your company's Personio employee information with Lattice

If you use 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. 

This article covers the following topics:

• Getting Started
• Add new credential in Personio
• Integrate Personio in Lattice
• Syncing new users
• Syncing Options
• Update the types of employees to import
• Disconnecting

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 credential in Personio

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

Step 1: Sign in to Personio using your credentials. Make sure you're an admin or have the needed permissions to manage integrations

Step 2: Navigate to Settings > API Credentials > Generate new credentials.

Step 3: A popup form will appear –– Include the following within the form:

• Name: Lattice
• Integration: Lattice
• Employees: Read
• 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

Please 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.

Step 4: Select Generate new credential and refresh the page.

Step 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.

Integrate Personio in Lattice

Once you have completed adding the new credential, navigate to Lattice to finish the connection.

Step 1: Navigate to Admin > Settings > Integrations.

Step 2: Scroll down and click on the Personio button.

Step 3: You'll then be prompted to add the Client ID and Secret copied over from Personio. Select the employee types you want to pull into Lattice from Personio.

Step 4: Select Connect.

The integration will run its first sync once connected. You can view results within the Import log. 

Syncing new users

Lattice will create a user for each user-fitting the criteria you selected and set their name, title, email, and manager. Once you're ready, invite them by going to Admin > People > Created > Invite All Users. This will email the team for the first time and can also be used as a nudge to resend invites if employees are slow to accept.

Syncing Options

Personio has the option to:

Option 1: Sync employees manually

1. Navigate to Admin > Settings > Integrations.
2. Click on the Sync button. This will import new users and update existing ones.

Option 2: Auto-sync your employees nightly

1. Navigate to Admin > Settings > Integrations.
2. Select the Nightly Sync option (This will happen at 12 am PST).
3. Click on the Save button.

Note that, even if you choose to auto-sync nightly, you will always have the option to manually sync during the day if needed. This option is enabled by default.

Update the types of employees to import

1. Navigate to Admin > Settings > 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 > 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.

Disconnecting

If you need to disconnect the Personio integration with Lattice at any time, you can do so from the integrations page Admin > Settings > Integrations within Lattice.

When disconnecting, you will also have the option to remove external IDs upon disconnecting.  This would remove the external IDs tied to each user.  If you were to integrate again, IDs would be reassigned using the emails as the unique identifier between the two systems.  If you want to disconnect the integration in order to integrate with a different external system, this option is highly advised.