❓ TLDR

1. We sync your employee data from Personio every hour
2. Nobody is invited to Zavvy unless you choose to do so
3. You can use any employee attribute to create powerful automations

About the Integration

Why integrating?

Our Personio integration allows you to keep your user base on Zavvy up to date - completely automatically!

Once activated, the integration will automatically:

• create a new Zavvy user account for every new employee that you add to Personio,
• send a Zavvy invite to that user if the 'auto-invite' option is activated. Alternatively, Zavvy will invite users automatically once they are assigned to activities on Zavvy, such as an Onboarding journey,
• automatically synchronize users’ names, email addresses job titles, departments, and managers every 24h,
• mirror your employee data (e.g., department, team, supervisor) to Zavvy so you can more easily assign journeys to certain groups of people,
• notify managers based on the supervisor roles in Personio,

What data do we transfer?

The integration transfers attributes such as name, surname, email address, supervisor, title, department, and status. Please make sure to grant access to these attributes when setting up the integration.

Please note that - if the integration is enabled - changes in Personio will override any changes manually made on Zavvy. Attributes you manually add in Zavvy  - like an employee’s buddy - will not be changed by the integration. Any change to a user's attribute that is synced with Personio will always be overwritten by Personio.

You can also sync custom attributes from Personio like Buddy or personal E-mail for Preboarding.

How it works

Step 1: Setup on Personio

Before you get started

• Please make sure that you are an Admin both in Zavvy and Personio. Alternatively, ask a Personio Admin to help you with this setup.

Generating the necessary credentials in Personio

First, you need to create a Personio Client ID and Personio Client Secret that will allow Zavvy to access your employee data in Personio

• In Personio, go to Settings > API credentials and click on the 'Generate new credential' button in the top right corner

• In the sidebar, enter a name for the credentials (e.g. Zavvy Integration) in the name field and select the integration from the 'Integration' drop-down menu
• Make sure, that for the Personal data type 'employees', the permission to 'Read' is checked for Zavvy.

• In the 'Readable employee attributes' drop-down, make sure that the following fields are selected so that Zavvy can sync them via the API:
• Email
• Personal Email
• First name
• Last name
• Employment Type
• Team
• Department
• Office
• Supervisor
• Status
• Hire date
• Birth date
• Position
• Termination date
• Created at

• Finish the credential creation by clicking 'Generate new credential',
• Copy the API credentials (Client ID and secret), you will need them in a second.

Step 2: Set up on Zavvy

Then, go to Zavvy and navigate to the integrations page and find Personio in the list of available integrations.

Once on the Personio integration follow these steps:

• select turn on daily sync for the daily synchronization between Zavvy and Personio.
• If you want to send invitation emails to all your users on Personio immediately, select  ‘automatically send Zavvy invitation E-mails to all provisioned users.
• <aside>👉 We recommend leaving this unchecked. You can easily invite all users later through assigning activities - one by one or in bulk. This way you make sure users are only invited once there are relevant activities on Zavvy for them.
• </aside>
• Select the admin user name you would like to be displayed as the sender on the invitation E-mails to Zavvy
• Copy the API credentials you just created on Personio into the respective fields on Zavvy.
• Click Activate 💥

That’s it 🎉

Note: It might take Zavvy up to 10min to sync with Personio.