To set up your Personio integration with Nailted, you first need to create a new application programming interface (API) key in Personio. The following instructions will show you how to do that:
Login to Personio
Go to Settings > Integrations > API credentials.
Click Generate new credential on the top right of the screen.
The Add new credential sidebar will appear. In the Name field, enter a meaningful name (for example, 'Nailted integration') for the credentials.
If applicable, select the relevant integration from the Integration drop-down menu. If not, select Other.
Use the checkboxes to define the desired access levels. If you have selected an integration, the recommended access levels will be preselected.
To generate the API credentials (client ID and secret), click Generate new credential. A message will display confirming that the credentials have been created.
Employees: Select Read to allow third-party systems to pull employee data from Personio to allow them to create and update data in Personio.
⚠️The email address stored on Personio and Nailted for a person needs to be the same one in order the integration to work correclty.
What are the benefits of the Personio integration?
The Personio integration allows you to manage your employees’ status in Nailted in a much easier way:
When you add new people to Personio they are automatically transferred to Nailted on the date set for their first day of work.
Modifying or removing a person from Personio also automatically modifies or removes them from Nailted.
If you assign, remove or change someone’s manager, that change will automatically be reflected in Nailted.
Can I prevent certain users to be syncronized?
Yes, in those cases in which you have certain people that do no need to be syncronized every 24 hours, you can add them to a denylist.
💡To create a denylist, it is necessary to have activeted Personio integration first.
To activate a denylist follow the steps below:
Go to your ⚙️ Settings section and click on Settings. Next, click on Integrations.
Next to your Personio integration, you will see a three dots icon. Click on it and select the option of Configure the denylist.
Finally, select the emails from Nailted that you do not want to sincronize and click on the Save button to save your changes.
💡You can also bulk email addresses by spacing them by commas (,)
⚠️ Adding a person to the denylist list, doesn't mean that their profile is disabled in Nailted. You will need to do this process manually in Nailted.