Personio

Personio is a human resources management software that helps businesses streamline HR processes, including recruitment, employee data management, and payroll, in one platform.

ingestr supports Personio as a source.

URI format

The URI format for Personio is as follows:

personio://?client_id=<client-id>&client_secret=<client-secret>

URI parameters:

• client_id: the client ID used for authentication with the Personio API
• client_secret: the client secret used for authentication with the Personio API

Setting up a Personio Integration

To connect to Personio, you need to create API credentials in your Personio account.

Step 1: Access API Settings

1. Log in to your Personio account
2. Navigate to Settings → Integrations → API credentials

Step 2: Create API Credentials

1. Click Generate new credentials
2. Enter a description for the API credential (e.g., "Data Integration")
3. Select the required permissions for the data you want to access:
   • Read employees - For employee data
   • Read absences - For absence data
   • Read attendances - For attendance records
   • Read documents - For document categories
   • Read custom reports - For custom reports
4. Click Generate

Step 3: Copy Credentials

After generating, you will see:

• Client ID - A unique identifier for your API credential
• Client Secret - A secret key (shown only once, save it securely)

These are your client_id and client_secret for the ingestr URI.

Let's say your client_id is id_123 and your client_secret is secret_123, here's a sample command that will copy the data from Personio into a DuckDB database:

ingestr ingest --source-uri 'personio://?client_id=id_123&client_secret=secret_123' \
 --source-table 'employees' \
 --dest-uri duckdb:///personio.duckdb \
 --dest-table 'dest.employees'

Personio source allows ingesting the following resources into separate tables:

Tables

Personio source allows ingesting the following sources into separate tables:

Table	PK	Inc Key	Inc Strategy	Details
employees	id	last_modified_at	merge	Retrieves company employees details.
absence_types	id	–	replace	Retrieves list of various types of employee absences Retrieves absence periods for absences tracked in days.
absences	id	updated_at	merge	Fetches absence periods for absences with time unit set to days.
attendances	id	updated_at	merge	Retrieves attendance records for each employee
projects	id	–	replace	Retrieves a list of all company projects
document_categories	id	–	replace	Retrieves all document categories of the company
custom_reports_list	id	–	replace	Retrieves metadata about existing custom reports in your Personio account, such as report name, report type, report date / timeframe.
employees_absences_balance	[employee_id,id]	–	merge	Retrieves the absence balance for a specific employee

Use these as --source-table parameter in the ingestr ingest command.\

WARNING

Personio does not support incremental loading for many endpoints, which means ingestr will load endpoints incrementally if they support it, and do a full-refresh if not.