Connect Personio

Connect Personio to read your HR data in automations: people, employments, absences, attendances, projects and documents. Personio has no sign-in window for other apps. Instead you create an API credential in your Personio account and paste its Client ID and secret into Famulor. What you get: the Personio actions in the App Catalog. They all read data; Personio offers no triggers here.

Action	What it returns
List persons	Current people, filtered by identity, status or creation date
List person employments	Employment records of one person, including status, type and working hours
List absence periods	Absence periods filtered by person, absence type or date range
List absence types	The absence types configured for your company
List attendance periods	Attendance periods filtered by people, projects, status or dates
List projects	Time-tracking projects
List documents	Document metadata for one owner, optionally by category and date
List document categories	The document categories and their IDs
List employee attributes	The standard and custom employee attributes the credential can read
List employee records	Employee records with the attributes you choose

Before you start

You are a Personio user with API access rights. Without them, Personio does not let you create API credentials.
Your Famulor workspace has the Automation platform on its plan, and you are an owner or admin of the workspace.

Client ID and secret stay at the app connector; Famulor never stores them in your workspace.

Step 1 — Create an API credential in Personio

In Personio, open Marketplace → Connected integrations and go to API credentials.
Create a new credential and give it a name you will recognize, for example Famulor.
Turn on read access for the data your automations need. Persons is required, because Famulor uses it to check the connection. Add absences, attendances, projects, documents and employee attributes if you want to use those actions.
Save, then copy the Client ID and the Client secret. Personio shows the secret only once. If you lose it, reset the credential and use the new pair.

Step 2 — Connect in Famulor

Go to Automations → Connections and click New connection.
Open the App marketplace, search for Personio and select it.
Enter the Client ID and the Client secret. The connection name is optional; empty, it is called Personio.
Click Connect Personio.

Famulor checks the credential with Personio right away. On success the connection appears as ok in the Connections list, and the Personio actions are available in every automation of the workspace.

Troubleshooting

Message	What it means	Fix
Personio rejected the Client ID or secret	A typo, or the secret was reset in Personio.	Copy both values again, or reset the credential and use the new pair.
Personio accepted the credentials but they cannot read employees	The credential has no read access to persons.	Edit the credential in Personio, turn on read access for persons, and connect again.
An automation step fails with a permission error	The credential lacks read access for that data.	Add the read access in Personio, then Replace credentials on the connection in Famulor.

Reconnecting and removing

Replace credentials: open the connection under Automations → Connections and choose Edit. Enter the new Client ID and secret; Famulor replaces the stored credential in one step.
Remove: deleting the connection also removes the credential from the app connector. Automations that used the connection show Connect needed until you connect Personio again.
To revoke access on the Personio side, delete or reset the API credential in Personio.

​Before you start

​Step 1 — Create an API credential in Personio

​Step 2 — Connect in Famulor

​Troubleshooting

​Reconnecting and removing

​Related

Before you start

Step 1 — Create an API credential in Personio

Step 2 — Connect in Famulor

Troubleshooting

Reconnecting and removing

Related