This template demonstrates how to use Anything-as-a-Source (XaaS) to import records from Personio. The workflow requests records from Personio using the Personio - List Users card and stores the resulting list of records in a temporary Workflows table. The workflow then processes those records by creating import sessions and handling bulk import requests. These imports are handled based on the number of records to import and the parameters outlined in the XaaS documentation.
Before you get started, here are the things you need:
- Access to an Okta tenant with Okta Workflows enabled for your org
- Access to a Personio tenant
- Create and configure a Custom Identity Source using the instructions at Use Anything-as-a-Source. This template functions as an API client for XaaS, as described in the Synchronize data with a Custom Identity Source section.
- Set up a Workflows connection for Personio. See Authorization
- Go to the Implementing anything-as-a-source with Personio using Okta Workflows folder and edit the Orchestrate Import from Personio flow. Ensure that the Okta - List Users with Search card uses your Okta connection. Also ensure that the Personio - List Users card uses the correct connection to Personio.
- Edit the XaaS Import Session Handler and XaaS Bulk Import Request Handler flows to use the Okta connection on the Okta cards.
- In the Scheduled Flows folder, edit both the Import from Personio (Create & Activate) and Import from Personio (Deactivate & Delete) flows. Update the Scheduled Flow event card in both flows to meet your requirements.
- In the Utilities folder, change the Create Import Session and Delete Import Session flows so that the Okta cards use the correct connection.
For testing, Okta recommends configuring this template in an Okta Preview environment.
If you don't want to test a full import, you can request a small batch of records from Personio:
- Go to the Implementing anything-as-a-source with Personio using Okta Workflows folder
- Edit the Personio - List User card in the Orchestrate Import from Personio flow and add a small value for the Record Limit field.
- You can manually initiate an import. Go the Scheduled Flows folder and click Test in the Import from Personio (Create & Activate) flow.
- To verify the results, open the Okta Admin Console. Go to Reports > Import Monitoring and expand on the entry created by your test import.
- To understand in depth how the Anything-as-a-Source process works, see the following Okta documentation: Use Anything-as-a-Source and Build an Anything-as-a-Source custom client integration.