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Personio Integration
Personio Integration

If you are using Personio as your HR system, you can synchronize Personio time-off types and time-off periods to Productive.

Updated over 3 months ago

This integration will allow you to sync time-off types and time-off periods from Personio with Productive.

Important

  • For the sync to run smoothly, ensure the users' email addresses match between Personio and Productive.

  • Only approved time-off bookings in Persionio will be synced with Productive.

Integration Setup

To begin, you’ll need to create integration credentials in Personio.

1) Generate API Credentials in Personio

  • Log in to your Personio account and navigate to Settings in the left sidebar.

  • Select API credentials from the Settings menu.

  • Click Generate new credential.

2) Configure Your Credentials

  • Select Generate new credential

  • Name your integration (e.g., "Productive").

  • Choose Other as the integration tool (Productive is not yet listed).

  • Check the Read box for Absences data.

  • Click Generate new credential to finalize the creation.

  • Your new credential is all set and should look like this:

3) Retrieve Your API Credentials

  • In the API credentials list, find the entry for Productive.

  • Click on it to access and copy your Client ID and Client secret.

4) Complete the Integration in Productive

  • In Productive, go to Settings and then App Marketplace.

  • Locate Personio under available integrations.

  • Click Connect app.

  • Paste your Personio API credentials (Client ID and Client secret) into the appropriate fields in Productive.

Syncing Persionio Absence Types and Time-Off Periods

  • Absence Types

    Once connected, all assigned absence types in Personio will sync to Productive as time-off allocations for the person. Updates to these absence types in Personio will be reflected in Productive.

  • Time-Off Periods

    Approved absences in Personio will sync to Productive, creating corresponding time-off periods (daily or hourly). Any updates made in Personio will also be reflected in Productive. Additionally, the following time-off periods will sync:

    • Periods ending in the past three months.

    • Periods ending at any future date.

  • Resourcing

    Each time-off period synced from Personio will be marked as imported from external software within Productive's Resourcing module.

  • Note: Bookings in Personio labeled as "First part of the day" or "Second part of the day" will be converted to hours in Productive. For example, an 8-hour capacity in Personio will be shown as a 4-hour time-off period in Productive.

FAQ

Why isn't a time off period showing up in Productive?

  • Email Mismatch: Ensure the user’s email address matches between Personio and Productive.

  • Approval Status: Only approved time-off periods are synced. Check that the period is approved.

  • Period Type: Only daily and half-day periods are synced. Time off periods set up in hours in Personio won’t appear in Productive.

  • Sync Frequency: Data syncs once per hour, so a delay might occur. You can check the last sync time in the integration settings.

I deleted a time off period in Personio, but it still appears in Productive.

  • Deleting a time-off period in Personio does not automatically remove it from Productive due to technical limitations. You’ll need to manually delete the time-off booking from Productive.

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