In this article, you will learn how to integrate Lanes & Planes in Personio. You will get an overview of all the requirements, and the instructions for installing the integration with the Personio employee data API.
What is Lanes & Planes?
Lanes & Planes is the first end-to-end travel management solution that digitizes the whole process of business travel and expense management including the following:
- Search & booking (all means of transport + direct interfaces)
- Cancellation, rebooking, and reimbursement
- Mobile travel buddy & ticket wallet (via an App)
- Travel expense accounting and receipt management
- ERP integrations (DATEV, MS Navision, SAP, etc.)
- Invoice processing from just one supplier
- Compliant travel roles, policies & requests
- Corona travel update center and corona travel map
- Extensive reporting and statistics (incl. CO2 reports and compensation)
- Servers based in Germany and ISO-certified computing centers
- Only skilled support agents trained in Germany
In digitizing travel and expense information, Lanes & Planes is able to save up to 30% of travel and indirect spend for its SME customers (e.g., edding, Personio or notebooksbilliger).
How can I set up the integration of Lanes & Planes and Personio?
This integration can only be set up by the partner.
Follow these steps in Personio:
- Go to the Marketplace and search for the integration.
- Click on the integration to open the drawer with further details.
- Select Connect.
- Click Copy email address to clipboard and contact the partner who will complete the setup process for you.
Follow these steps in Lanes & Planes:
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Once Lanes & Planes has enabled the Personio user data import for your organisation, a new button called Manage Personio Keys will appear in the Settings & Policies section of the company account. (Access to this page is available to users with the Administrator role). Click on Manage Personio Keys.
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You will now be asked for your Personio Client ID and your Personio Client Secret. You can find this information in your Personio company account.
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Before retrieving the API credentials from the Personio account, add a new custom attribute which will enable you to activate the integration for specific employees later. To add the new attribute, navigate to settings > employee information, choose a section and click on Add an attribute. Make sure to name the attribute lanes-planes_enabled, choose the attribute type List of options from the drop-down menu, add the option "yes" and click on Add to save the new attribute. For more information on how to create custom attributes, here.
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Now enter your Client ID and Client Secret in Lanes & Planes. As soon as you have saved the information, your Personio keys are stored.
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The current user data from Personio will now automatically be forwarded to Lanes & Planes via the API at least once a day. You can also actively initiate the import of Personio user data via the user management page in the company account by clicking on Pull users from Personio.
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Afterwards, you will receive an overview of which users have been created, updated or deactivated by your import job.
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If you click on Show user, you will see more details about which users the system has changed and you can click directly on the respective Lanes & Planes user account.
What data will be transferred?
The following user data can be transferred from Personio to Lanes & Planes directly via the interface and will be updated automatically:
- Name
- Email address
- Gender
- Cost centre(s)
- User account active / inactive
Who do I contact at Lanes & Planes?
You can reach Lanes & Planes via email at service@lanes-planes.com or directly by phone on +49 (0)89 / 215 407 120. You can also find a more detailed overview of all other Lanes & Planes functions here.