In this article, you will learn how to integrate Small Improvements software with Personio. In the following, you will get an overview of all necessary prerequisites and instructions for setting up the integration via the Personio employee data API.
What is Small Improvements?
Small Improvements supports managers and employees to engage in a dialogue and create a culture of continuous development. Small Improvements offers 1:1s meetings, performance reviews, 360-degree feedback sessions, goal setting, analysis of retention data, pulse surveys, and features to value colleagues.
How can I set up the integration of Small Improvements and Personio?
Starting with the Essential Plan, you can connect one integration partner of your choice. If you would like to use more than one integration partner, this is possible from the Professional Plan onwards.
To set up the integration of Small Improvements and Personio you need the following information from your Personio account:
- Client ID
- Client Secret
To get the Client ID and Client Secret, navigate to Settings > API > Credentials. Select Generate new credentials.
Then the download of a file containing your credentials for the interface starts automatically.
Please note that the Generate new credentials command invalidates your previous credentials.
After you have generated the credentials, log in to your Small Improvements account as an account administrator. Navigate to Administration > Integrations > Personio. Under the Configuration tab, enter your Personio Client ID and Client Secret. Decide if automatic imports should be performed (changes in your Personio account will be automatically applied to your Small Improvements account).
With a click on Import, specific employee data stored in Personio is imported into your Small Improvements account.
What data will be transferred?
The following data is synchronized from Personio to Small Improvements:
- First Name
- Last Name
- Status (only active and inactive)
- Position (Job Title)
- Employee ID
- Personio ID
- Office (Location)
- Hire Date
What are the costs?
There are no additional costs for using the integration. The cost of using Small Improvements is 7€/User/Month.
Who do I contact at Small Improvements?
Small Improvements offers a chat for questions on the website. All other questions can also be directed to firstname.lastname@example.org or +1 415 300 4428.
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