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Note: We’re updating the Settings area. The steps, navigation paths, and visuals in this article may look different in your account.

Greenhouse

This article explains how to set up the Greenhouse integration with Personio. When connected, the Greenhouse integration automatically sets up new employees in Personio once a candidate's status in Greenhouse is marked as Hired. The integration allows specific attributes in Personio and Greenhouse to be synchronized, so Personio can import the corresponding information into your account.

Prerequisites for a successful integration

Before beginning the integration process, ensure the following is in place:

  • You have an admin role or edit permissions via your employee role for Marketplace Integration and API.
  • You have access to the Dev Center (Developer Permissions) in Greenhouse.
  • The attributes First name, Last name and Email address are populated in Greenhouse for a successful exchange of information.

Connect and authenticate Greenhouse

Set up the Greenhouse integration directly in Personio's Marketplace with the Configuration Wizard. This requires you to generate an API key in Greenhouse, which you then enter in Personio. Follow these steps:

  1. Go to Marketplace in Personio, then search for and select the Greenhouse integration.
  2. Click Connect to open the Configuration Wizard.
  3. Log in to your Greenhouse account.
  4. Create an API key in the Greenhouse API Credential Management area. These steps are outlined in step one of the Configuration Wizard in Personio.
  5. Once generated, enter the API key in the Greenhouse API Key text box in the Personio Configuration Wizard.
  6. Click Next to go to step two of the Configuration Wizard and authenticate Personio.

Note:
Store your Greenhouse API key securely. If you lose it, you will need to create a new one.

Authenticate Personio

Step two of the Configuration wizard requires you to grant the Greenhouse integration access to the necessary Personio data. Follow these steps:

  1. Review the permissions that the Greenhouse integration requires.
  2. Click Next to continue to step three of the Configuration Wizard and map attributes.

Tip:
You can review the granted permissions after the setup process by going to Settings > Security & Integrations > API credentials and selecting the Greenhouse integration.

Map attributes

In step three of the Configuration Wizard, you can select which Greenhouse attributes should be synchronized, or aligned, with Personio. Follow these steps:

  1. Review all the attributes and ensure that each Personio attribute matches the corresponding Greenhouse attribute.
  2. Click Add new attribute to include more attributes.
  3. Click Next to continue to step four of the Configuration Wizard, Create a webhook.

Note:
If you are mapping attributes of the type List of options, make sure that the attribute values are identical in Personio and Greenhouse.

greenhouse-integration-map-attributes_en-us.png

Important notes about attribute mapping

If the integration creates an employee profile but some attributes are missing, this may be due to mapping issues between Greenhouse and Personio. Consider the following common cases:

  • Date attributes: Personio requires dates in the format DD.MM.YYYY. If a Personio date attribute is not directly mapped to a Greenhouse date attribute, the data may not transfer correctly.
  • Currency/salary attributes: Greenhouse combines the value and currency type into one field. These combined fields cannot be mapped to Personio’s separate currency fields.
  • Number-based attributes: Greenhouse multi-select attribute types are incompatible with Personio’s integer or decimal attributes and cannot be mapped.

Review your attribute mappings to ensure compatibility and adjust as needed.

Create a webhook

In step four of the Configuration Wizard, you need to create a webhook. To create a webhook, follow these steps:

  1. Return to the Web Hooks section of the Greenhouse Dev Center, and follow the instructions on the Greenhouse page.
  2. Reference the steps outlined in Personio's Configuration Wizard for additional instructions.
  3. Enter the Endpoint URL in Greenhouse by clicking the Copy link button below the steps in the Configuration Wizard. Paste the link in the Endpoint URL box. 
  4. Continue to follow the steps in the Configuration Wizard to finish creating the webhook.
  5. Click Finish. 
  6. Return to the Greenhouse Dev Center and enable the webhook.
    • Under Edit Web Hook, click the pencil icon next to the webhook you want to enable.
    • Under Deactivated?, select No.
    • Click Update Webhook.

The integration setup is complete.

Note:
If you reactivate the Greenhouse integration, you need to create a new webhook. The previous webhook will not work anymore. 

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