In this article, you will learn how to integrate Greenhouse with Personio. You will get an overview of all the requirements, together with instructions for the installation of the integration.
Tip This integration was developed by Personio. This means that you can activate and configure it directly in your Personio account.
What are the Functionalities Available With the Integration of Greenhouse With Personio?
The Greenhouse integration allows the automatic set up of new employees in Personio, when candidates reach the status Hired in Greenhouse. The integration enables specific attributes in Personio and Greenhouse to be synchronized, allowing Personio to import the corresponding information in your account.
Note The attributes First name, Last name and Email address need to be populated in Greenhouse for this workflow to work.
How can I set up the Integration of Greenhouse With Personio?
1. Requirements for a successful integration
- You need to have an admin role or have an editing right for the marketplace (Settings > People > Employee Roles > Access rights > Account configuration > Marketplace integration) in Personio.
- You also need access to the Dev Center (Developer Permissions) in Greenhouse.
2. Generate new API credentials
You need to generate new API credentials for this integration in Personio at Settings > Integrations > API Credentials. In most cases, when selecting an integration in the drop-down menu, the system automatically preselects the system attributes that need to be read or written by the integration. You can always add or remove attributes manually if they are needed, or you wish to do so. For more information on how to do this, have a look at our help center article on how to generate and manage API credentials.
For the employee data, please ensure to allow the integration to read the following system attributes:
- First name (mandatory)
- Last name (mandatory)
- Email (mandatory)
- Hire date
3. Find Greenhouse in the Marketplace
The Greenhouse integration can be implemented directly within Personio. To do this, navigate to Marketplace and look for the Greenhouse integration solution. For more information on how to find a solution on the Marketplace, have a look here.
You can then click on the Connect Greenhouse button to start the integration.
4. Greenhouse authentication
You first need to log into your Greenhouse account and create a Greenhouse API key. Select the Harvest type for your API key and activate the permissions for Custom fields.
Click on Manage Permissions to receive your API key.
Note Store your Greenhouse API key securely. If you lose it, you will need to create a new one.
5. Personio authentication
You now need to add the client ID and client secret you received when creating your API credentials for Personio (second step). Click on Next to continue.
6. Map attributes
On this page, you can select the attributes to be synchronized between Greenhouse and Personio. Please note that, even if the name of the attribute is different, the attribute values must be identical in both systems (e.g. the office is called "Munich" in both systems). Click on Next to proceed further.
7. Create a webhook
To create a webhook, you first need to go back to your Greenhouse account via this URL. You can then follow the instructions on the Greenhouse page to create your webhook. Note that you should not complete the Greenhouse integration wizard in Personio before creating the webhook.
- In the When selection box, select Candidate is hired
- Paste the URL copied from Personio into the Endpoint URL field
- Under Secret key, you can enter a random word
- Under Disabled?, make sure "Yes" is ticked
- Click on Create Web hook to save your settings.
8. Finalize the integration
Once you have created the webhook, go back to the Personio page and click on Finish.
9. Enable the webhook
After finalizing the setup in Personio, make sure to go back to your Greenhouse account and enable the webhook. Follow these steps:
- Under Edit Web Hook, click on the pencil icon next to the webhook you want to enable.
- Select "No" under Disabled?.
- Click on Update Web hook.