Edi by HR Campus

 

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.

Activate from the Marketplace: We have improved the activation flow for this integration. You can now start the activation from the Marketplace. For more information, visit our article Activate Integrations from the Marketplace.

 

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?

You need to generate new API credentials for this integration in Personio at Settings > 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.

The credentials can then be stored in the admin area of Edi under the menu item Integrations.

edi-integration-system-create_en-us.png

 

What Data Will be Transferred?

With the integration, the following attributes are transferred to Edi:

  • Personnel number
  • First name
  • Last name
  • E-mail
  • Status
  • Date of employment
  • End of contract
  • Supervisor
  • Company
  • Location
  • Cost center
  • IBAN
  • Street
  • House number
  • Postal code
  • City

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 travelandexpense@hr-campus.ch.

 

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