The Personio integration connects your Personio account with Candis and keeps your employee data automatically in sync across both systems. Once the integration is set up, Candis automatically informs you about new employees, departing employees, and changes to master data.
Requirements
Before you set up the Personio integration in Candis, make sure the following requirements are met:
You need a Personio admin who enables the API in Personio and sets up a custom integration with the appropriate access rights. Without this setup, you cannot establish a connection between Personio and Candis.
Your organization needs at least the Max plan in Candis. If your organization uses a lower plan, the Personio integration is not available to you. In that case, contact Candis support to review your subscription.
Step 1: Create API credentials in Personio
The Personio integration requires a client ID and a client secret from Personio. Your Personio admin creates these credentials through a custom integration.
The Personio admin opens the custom integrations area in Personio and selects Create custom integration.
The Personio admin assigns a unique name to the integration, for example "Candis Integration." This name lets you recognize and manage the integration later in Personio.
The Personio admin configures the access rights for the integration in the next step. This means selecting the attributes that Candis is allowed to access and setting, for each attribute, whether Candis may only read it or also edit it.
The Personio admin completes the setup and receives the integration's access credentials. These credentials consist of a client ID and a client secret.
You need the client ID and the client secret from your Personio admin to establish the connection in Candis. Store both values securely, since Personio does not display the client secret again after creation for security reasons.
Access right categories in Personio
In the Configure access rights step, the Personio admin decides individually, for each of the following categories, whether Candis may Read or also Edit:
Employees (Read)
Webhooks (Read / Write)
Org Units (Read)
Subcompanies (Read)
Attributes within the Employees category
When the Personio admin opens the Employees category in more detail, they select the individual attributes that Candis is allowed to access. The available options include:
Select all
First name
Last name
Name (preferred)
Email
Step 2: Connect Personio in Candis
Open the Settings area in Candis and select HR Integration.
Select Connect Personio.
Enter the client ID and the client secret that you received from your Personio admin.
Test the connection after entering both values. The connection test tells you directly whether Candis can successfully access your Personio account.
If the connection test fails, first check whether the client ID and the client secret were entered correctly. If the error persists, check together with your Personio admin whether the custom integration in Personio is still active and has the correct access rights.
Step 3: Check required and optional fields
After a successful connection test, Candis checks whether all the fields it needs are present and filled in Personio.
Check whether all required fields are present in Personio. Required fields are attributes that Candis needs for the synchronization to work.
Also check whether the optional fields you want to use are present in Personio.
If a required field or a desired optional field is missing, correct the attribute selection directly in Personio. Contact your Personio admin again so they can grant access to the corresponding attribute in the custom integration.
Step 4: Link existing Candis users with Personio
After completing the setup, link your existing Candis users with the matching Personio profiles.
Open the User management area in Candis.
Link each existing Candis user with the matching profile in Personio.
Once this linking is complete, Candis automatically assigns future changes from Personio to the correct team member.
What happens after setup
Once you have set up the Personio integration and linked your users, Candis automatically informs you about:
new employees created in Personio,
employees who leave the company in Personio,
changes to master data of existing employees.
You no longer need to update these changes manually in Candis, since the synchronization runs automatically in the background.
Example use case
A company with 80 employees already uses Personio as its central HR system and Candis for invoice processing and approvals. The Personio admin sets up a custom integration with read access to name, email address, and status, and hands over the client ID and client secret to the Candis admin. The Candis admin establishes the connection, checks the required fields, and then links all existing team members with their Personio profiles. From this point on, Candis automatically creates new employees as users as soon as they start in Personio, and automatically flags departing employees as soon as their leaving date is reached in Personio.