In this article, you will learn how to integrate Edi to Personio. You will get an overview of all the requirements, along with instructions for the installation of the integration with the Personio employee data API.
What is Edi - Your Clever Expense Collector?
Scan the receipt, save it and Edi takes care of the rest - from compliance checks to automatic expense approval. With Edi, your travel and expense process is fully digitalized.
How can I set up the Integration of Edi 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.
You need to generate new API credentials for this integration in Personio via Settings > Integrations > API credentials. For more information, read our article on how to generate and manage API credentials.
What Data Will be Transferred?
With the integration, the following attributes are transferred to Edi:
- Personnel number
- First name
- Last name
- Date of employment
- End of contract
- Cost center
- House number
- Postal code
A filter can be set on all attributes. In addition, the integration can also be customized so that Edi filters on customer-specific fields. The desired filters are discussed in the initial implementation workshop.
What are the Costs?
The cost of Edi is €5 / month per employee.
Who do I contact at HR Campus?
If you have any further questions regarding your integration of Personio and Edi, please contact the HR Campus travel & expense team directly at email@example.com.