First steps towards a product partnership with Personio – Personio

This article contains a detailed overview of the process of becoming a Personio product partner, including all the relevant information you may need.

Benefits of becoming a product partner

Join the Personio Marketplace and create real value for your customers.

By connecting your software solution to Personio, via our open API, you will allow your customers to transfer their data automatically between systems. You will create direct added value for your customers, expand your product portfolio, and become part of the Personio community.

As a Personio product partner, you will be listed on the Personio Marketplace website as well as within our software as an integration partner. In addition, you will receive a personal information page.

Furthermore, we inform our existing customers about the new interface to your software in our monthly Product Newsletter. With selected product partners, we also extend the cooperation to a referral partnership, in addition to exploring joint marketing opportunities.

We are here to support you through the entire process.

Minimum requirements

To become a Personio product partner, you should meet the following criteria:

Your focus is on small- and medium-sized businesses.
You already have customers who are using Personio.
The interface you develop offers real added value for our mutual customers.
You operate in our strategic European markets.
You will provide customer support in case of any queries or problems regarding the interface.

The steps toward a product partnership

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The following steps must be completed before you can become a Personio product partner:

Fill out the registration form and receive a link to create a free developer account
Develop and test the interface
Complete the technical quality check
Create marketing and support material
Announce the integration

1. Fill out the registration form and get an extended trial account

First, fill out the form below. After successful submission, it will be reviewed by our Partner Manager. If your software solution fits Personio and meets our requirements, we will provide you with a developer trial account

2. Develop and test the interface

In addition to a trial account, we will provide you with interface documentation. This will contain detailed information on how to set up the interface.

It is important that you both comply with the specifications for the individual endpoints and test the interface extensively to ensure that all customer needs are met.

Technical information for available interfaces

Personio has a REST-API with six endpoints that can be used by product partners:

Employee API
Attendance API
Projects API
Time off API
Documents API
Recruiting API

Note:
No salary data (except Fixed salary 100% and Hourly salary) is currently available automatically via the API endpoints, and no GET retrieval can be carried out using the recruiting endpoint.

If you retrieve data via the employee master data endpoint, all the data (based on the employee filter) will be transferred. We do not currently offer any webhooks.

For further information on the individual API endpoints, refer to the following:

Refer to the frequently asked questions, listed at the end of this article, which include a list of the interface functions that are important to our customers.

3. The technical quality check

You must successfully complete the technical quality check in order for us to list you as an official Personio product partner. This is to ensure high-quality product integration and interfaces for our customers.

To do so, please contact us via integration-partner@personio.com after you have completed the development of the interface. Our colleagues from the Partner Management Team will then contact you regarding team coordination.

During the technical quality check, we will check the interface functionalities, including the following:

An autonomous activation process for customers
The interface's configuration options
Automated filter options
A live example of data transmission

4. Create marketing and support materials

We require information from all of our product partners so that we can offer our customers comprehensive information about you.

Please fill in the Google form so that we can list you as a product partner at https://www.marketplace.personio.com and in our Help Center.

Note:
We require the English version only. Fill out our glossary section so that we have the correct translations for our content in German, Spanish, Dutch, French or Italian, where applicable.

Frequently asked questions on Personio product partnerships

Can we do other go-to-market activities with Personio, such as co-marketing and co-selling?

Yes. We can work with you as you move up the tiering ladder. For more targeted commercial activities, you must be able to:

Identify 100+ shared customers
Have at least 250 total customers
Have 50+ integration adoptions
Send leads to Personio
Have a Personio landing page on the website
Show proof of partner-led marketing initiatives promoting integration

Note:
Partners begin at the Select tier. The thresholds above must be crossed in order to engage in additional activities.

What are the different tiers in the partnership journey?

Please find a high-level overview of Personio's Tech Partner Program for the opportunities and requirements of leveling up and the associated benefits.

Which tier does my company belong to?

Partners begin at the Select tier when they are listed on the Marketplace. If you move to the Elite or Premier tier, our team will get in touch with you and explore the possibilities of further collaboration in line with that status

Will my company be notified if we are moved to a different tier?

We review and evaluate the tiering at least once per year. We will update you if there is a change of tier for your company.

Who should we contact for any questions regarding the partnership?

You can reach out to us via integration-partner@personio.com.

Are there any costs associated with joining as a Personio product partner?

No, there are no costs associated with joining the Personio product partner program. However, a vetted and qualified integration needs to take place.

I am not exploring an opportunity to integrate with Personio – do you offer reseller or referral partnerships?

Not at this point in time.

Do I need to build an integration with Personio before joining the Personio Marketplace as a partner?

Yes, a vetted and qualified integration is a prerequisite for being listed on the Personio Marketplace as a partner.

How can I share potential leads with Personio?

You and your sales or account management teams can send us potential leads through this form. We also have a customer-facing lead share form that can be added to your Personio listing on your website or marketplace.

How do I evaluate our customer or prospect overlap?

To better understand our customer and prospect overlap with prospective partners, we use Reveal. It allows us to review that potential overlap securely by comparing our CRM data in a GDPR-friendly way. To see the overlap, use the Reveal invite link. (This is optional and not required for partnership.)

How do I establish a commercial agreement with Personio?

Our partnership manager will get in touch with Elite and Premier partners.

What functions and/or settings are important when developing an interface and need to be taken into account?

Check the individual API endpoints' specifications. One basic functionality is that the transfer of employee data can only start after the Employee hire date and will stop on the Termination date.
Another basic function is that the customer can use the user-defined field Include in transfer to xy? (Yes/No) to exclude employees from the data transfer.

I have specific detailed questions that are not answered in the technical documentation. Who can I contact about this?

if you have any questions, contact our Partner Management Team at integration-partner@personio.com.

Find the answers you need