personio

Personio

Warning!

This source is a Community source and was tested only once. Currently, we don't test it on a regular basis. If you have any problem with this source, ask for help in our Slack Community.

Personio is a human resources management software that helps businesses streamline HR processes, including recruitment, employee data management, and payroll, in one platform.

Resources that can be loaded using this verified source are:

Name	Description	Endpoint
employees	Retrieves company employees details	/company/employees
absences	Retrieves absence periods for absences tracked in days	/company/time-offs
absences_types	Retrieves list of various types of employee absences	/company/time-off-types
attendances	Retrieves attendance records for each employee	/company/attendances
projects	Retrieves a list of all company projects	/company/attendances/projects
document_categories	Retrieves all document categories of the company	/company/document-categories
employees_absences_balance	The transformer, retrieves the absence balance for a specific employee	/company/employees/{employee_id}/absences/balance
custom_reports_list	Retrieves metadata about existing custom reports (name, report type, report date)	/company/custom-reports/reports
custom_reports	The transformer for custom reports	/company/custom-reports/reports/{report_id}

Initialize the pipeline

dlt init personio duckdb

Here, we chose duckdb as the destination. Alternatively, you can also choose redshift, bigquery, or any of the other destinations.

Setup verified source

To grab Personio credentials and configure the verified source, please refer to the full documentation here.

Add credential

1. Inside the .dlt folder, you'll find a file called secrets.toml, which is where you can securely store your access tokens and other sensitive information. It's important to handle this file with care and keep it safe. Here's what the file looks like:

   # Put your secret values and credentials here
   # Note: Do not share this file and do not push it to GitHub!
   [sources.personio]
   client_id = "papi-*****" # please set me up!
   client_secret = "papi-*****" # please set me up!

2. Replace the value of client_id and client_secret. This will ensure that you can access Personio API securely.

3. Next, follow the instructions in Destinations to add credentials for your chosen destination. This will ensure that your data is properly routed to its final destination.

Run the pipeline

1. Install the necessary dependencies by running the following command:

   pip install -r requirements.txt

2. Now the pipeline can be run by using the command:

   python personio_pipeline.py

3. To make sure that everything is loaded as expected, use the command:

   dlt pipeline <pipeline_name> show

   For example, the pipeline_name for the above pipeline example is personio, you may also use any custom name instead.

💡 To explore additional customizations for this pipeline, we recommend referring to the official dlt Personio documentation. It provides comprehensive information and guidance on how to further customize and tailor the pipeline to suit your specific needs.