Personio Integration Set-up

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About the integration

Juicebox’s integration with Personio allows you to:

1. Export Profiles to Personio: Save profiles directly into Personio, including contact details, current company and job, profile URLs, and more.
   1. [Configurable] Auto-Export: Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
2. Link Personio Jobs to Juicebox
   1. Import Job Descriptions: Import a job description from Personio into Juicebox to automatically kick off a search using the job description.
   2. Simplify Exports: When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details here.
3. View Profiles in Personio: View profiles already in Personio within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.

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Start a project via the Personio integration

Open the projects page and select Import Job from ATS / CRM. You will then see your Personio jobs and can select the corresponding option.

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Export profiles to Personio

Follow the regular export steps and select Export to Personio on either an individual profile or a bulk export. After exporting, you will see the profile created in your Personio account.

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View profiles already in Personio

Juicebox will tag profiles that already exist in Personio. You will see the last modified date, as well as the option to view the profile directly in Personio by clicking the View in ATS button.

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Before you start

To set up the integration with Personio, your account must at least have access rights to the following roles:

• Account configuration > API (to create the API key)
• Account configuration > Marketplace Integration (to view the credentials of the created API key)

To make sure your account has access to these roles:

1. Click the Marketplace button in the sidebar. If you cannot see this button, you are missing permissions.
   
2. Ensure that you can click See connected integrations.
   
3. Ensure that you can click Create custom integration.
   

If you cannot follow these steps, you will not be able to set up this integration. Ask a system administrator to assign these access rights to your account.

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Find your API domain

Your API domain is the same domain that you use to log in to Personio. Open your Personio login page to view your domain.

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Ensure the XML feed is enabled

1. Log in to your Personio account.
2. Open the settings by clicking the gear icon on the bottom left corner of the page.
   
3. From the settings page, select Recruiting from the Recruiting section.
   
4. Click the Career page tab on the navigation bar.
   
5. Make sure the Enable XML feed setting is toggled on.
   

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Get your Recruiting API credentials

1. Log in to your Personio account.
2. Open the settings by clicking the gear icon on the bottom left corner of the page.
   
3. From the settings page, select API Credentials from the Integrations section.
   
4. Personio provides system-generated credentials for ATS APIs, so you do not need to generate new credentials. On the API credentials page, the credentials are listed at the bottom as Recruiting API key.
   
5. Click the Recruiting API key row. A pop-up appears with the credential details.
   
6. Copy the Company ID and Access token and paste them into the connection pop-up.
   

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Set up the Recruiting API channel

1. Open the settings by clicking the gear icon on the bottom left corner of the page.
2. From the settings page, select Recruiting from the Recruiting section.
   
3. Under the dropdown on the right, select Channels.
   
4. Click Add a new channel.
   
5. Copy the value from the connection pop-up for the Name of external channel and set the pricing type to None. Then press Save & Close.
   
6. Go to the created channel and copy the number underneath Recruiting API channel ID.
   
7. Copy that value into the connection pop-up.
   

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Generate your Personio API credentials

1. Open the API credential page. You can follow the link in the connection pop-up or use https://<your subdomain>.personio.de/configuration/marketplace/connected.
   
2. Click Create custom integration on the marketplace page.
   
3. Copy the integration name from the connection pop-up and paste it into Personio.
   
   
4. Enable the access rights in Personio based on the information provided by the connection pop-up, then click Create integration.
   
   
5. Copy the client ID and API Secret from Personio, paste them into the connection pop-up, and click Set up integration.
   
   

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Setting up the integration

1. Navigate to the Integrations tab on the Juicebox platform.
2. Select Personio and click Activate. You can also use the search bar at the top.
3. Follow the instructions in the connection pop-up, entering the credentials from the sections above when prompted.
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green Connected button in your Integrations marketplace.

Congratulations! You have successfully integrated Personio and Juicebox.

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Support

For an overview of all integration features, see ATS Integrations. If you’re facing any issues with your integration, contact our support team at support@juicebox.ai.