Personio — team member import

Import team members from Personio into Swopi. Connect with a Client ID + Client Secret (API credentials in Personio), read-only. Imports name, email, position, department and photo; the business card is created automatically.

The integration with Personio imports your team members straight from Personio into Swopi. A new employee in Personio = a ready account in Swopi with a business card; a job-title change in Personio = up-to-date details on the card. Set it up once by pasting your API credentials, and it runs without manual entry.

This is a member import (not CRM lead-sync). Swopi reads your Personio employee list (Company Employees API, read-only), one-way, and never deletes anything. The connection uses OAuth2 client-credentials — you generate a Client ID + Client Secret in Personio and paste them into Swopi. Credentials are stored per-organization (no shared app).

#Overview
Data source Personio (Company Employees API)
Connection OAuth2 client-credentials (Client ID + Client Secret)
Scope Read-only employees (whitelisted attributes)
Direction Personio → Swopi (one-way import)
What's imported Name, email, position, department, profile photo
Trigger Manual "Sync members"
Who connects Administrator with API access rights in Personio
Availability Swopi Teams plan, configured by the organization administrator

#Prerequisites

  • a Personio account with API-access rights (to generate API credentials),
  • the administrator role in Swopi and the Swopi Teams plan.

#How to connect

In Personio → Settings → API credentials:

  1. Generate a Client ID and Client Secret.
  2. Whitelist the employee attributes: first name, last name, email, position, department, profile picture.

In Swopi → Dashboard → Integrations → Team member import → Personio:

  1. Paste the Client ID and Client Secret and click Connect Personio.
  2. Swopi verifies the credentials — the integration is connected.

#Importing members

Once connected, click Sync members. Swopi walks through your Personio employees and:

  • creates a new member (an account + a ready business card),
  • updates an existing member's name, position and department,
  • skips inactive employees (status ≠ active),
  • skips employees without an email,
  • safely skips accounts belonging to another organization (never takes them over).

When it finishes you'll see the number of new and updated members and the time of the last sync.

#What gets imported

Personio field Swopi
first_name + last_name Name
email Email (sign-in identity)
position Job title
department.name Department / company
profile_picture Profile photo

#How it works

  • A new member gets an account — the business card is created right away (name, email, position from Personio).
  • The import is one-way and read-only — Swopi changes nothing in Personio.
  • The import does not delete members — removing someone from Personio does not remove the member in Swopi.
  • Swopi requests a Personio Bearer token (valid ~24h) on every run from the stored credentials.

#Troubleshooting

Symptom Fix
"Connection failed" Check the Client ID and Client Secret (re-copy them from Personio).
Position or department missing Whitelist those attributes in Personio → API credentials.
An employee wasn't imported Verify they have an email and their status is active.
Sync failed Verify the API credentials are valid and the connection is active.

#Disconnecting

In Integrations → Personio click Disconnect — the connection (Client ID + Secret) is removed and the import stops. Members and cards created by an earlier import stay.

Integration contact: support@swopi.co