Connecting Personio to Ledgy allows you to automatically sync employee data — such as names, emails, start dates, and termination dates — directly into your Ledgy stakeholder profiles. This saves time on manual data entry and keeps your cap table up to date.
This article covers the Personio-specific steps: creating API credentials and linking your account. Once connected, configuring and syncing data follows the same process as all HRIS integrations.
See How do I connect and sync my HRIS system with Ledgy? for full details on configuration and syncing.
Prerequisites: You need Administrator permissions in Personio and Admin access in Ledgy.
Step 1: Start the connection in Ledgy
In Ledgy, go to Company Settings > Data Management
Find the HRIS System Integration section
Click Connect
Search for and select Personio
Click Connect again to proceed
A linking window will appear which will for your Personio Client ID and Client Secret. The next section explains how to get these.
Step 2: Generate API credentials in Personio
You need to create a custom API integration in Personio to get the Client ID and Client Secret.
Step 1: Log into Personio and click Settings (bottom left corner)
Step 2: Select API credentials from the Integrations tile
Step 3: Click Create custom integration
Step 4: Enter an integration name (e.g. "Ledgy") and click Next
Step 5: Grant access permissions. Under Select the attributes you want to grant access, select at least:
Employees (required)
Org Units (required)
Step 6: Under Readable employee attributes, select the following fields:
Required fields:
Email
First name
Last name
Note: These are the minimum permissions needed for Ledgy to map the default fields. If you want to sync additional custom attributes, enable them here too.
Other recommended fields:
Hire date
Termination date (needed for Leaver tagging)
Status (Employment status)
Team
Occupation type
Salary
Salary interval
Missing field support
Address information, Personal email, and Employment type will not be synced to the default Ledgy fields. We recommend adding the address-related attributes as Readable employee attributes.
Missing support | Recommendation |
Employment type | Request Support to add via custom HR field mapping and can manually connect to Employment type default field |
Address fields | Request Support to add via custom HR field mapping and connect to Ledgy custom fields |
Personal email | Request Support to add via custom HR field mapping and can manually connect to Personal email default field |
Step 7: Click Create integration to generate your credentials. Copy and save the Client ID and Client Secret — you'll need these in the next step.
Step 3: Link your Personio account with Ledgy
Back in Ledgy, enter your Personio Client ID and Client Secret in the linking window
Click Next
When prompted to map additional HR fields, click Skip for now — you can request additional field mappings via Support chat once the connection is complete
Your Personio account is now connected to Ledgy!
Step 4: Configure your sync settings
Go to the Data Sync page and click Configure. For full details on all configuration options, see the "Configuring your HRIS import settings" section in our general HRIS guide:
Key settings to configure:
Stakeholder identifier — For Personio, the recommended identifier is Work Email. This is how Ledgy matches HRIS records to existing stakeholder profiles.
Stakeholder email — Choose which employee field maps to Ledgy's primary email.
Additional fields to import — Optionally import Manager, Mobile Phone Number, or Pay Rate.
Nb. ‘Mobile number’ will appear as invalid if the country code is not inputted in HRIS. Please add country code to HRIS entries to successfully sync mobile number - otherwise, this will need to be manually updated in Ledgy.
Sync-if conditions — Filter which employees are included in the sync (e.g. only active employees, or employees in specific locations).
⚠️ Important: If you already have stakeholder profiles in Ledgy
If you already have existing stakeholder profiles in Ledgy before connecting Personio, you need to ensure Ledgy can match your HRIS records to the correct existing profiles. Without this step, duplicate stakeholder profiles may be created during the sync.
How matching works
Ledgy uses a Stakeholder Identifier to match incoming HRIS data with existing stakeholder profiles. The identifier you choose in the Configure settings (e.g. Work Email, Employee Number, or Personal Email) must be present in both:
The employee record in Personio
The Identifier field on the stakeholder profile in Ledgy
If an existing stakeholder profile in Ledgy does not have a matching identifier, Ledgy cannot link it to the HRIS record and will create a new (duplicate) profile instead.
What you need to do
Before running your first sync, update the Identifier field on your existing Ledgy stakeholder profiles:
Go to Stakeholders in Ledgy and click the Bulk button
Select Natural person and click Stakeholders to download your stakeholder list as an Excel file
In the Excel file, fill in the Identifier column for each stakeholder — use the Work Email from Personio (or whichever identifier you selected in the Configure settings)
Upload the updated Excel file back to Ledgy
Then, in the Configure settings:
Go to Data Sync > Configure
Set the Stakeholder identifier dropdown to match the identifier type you used in the Excel file (e.g. Work Email)
Click Save
Now when you sync, Ledgy will correctly match your existing stakeholder profiles with the Personio data — no duplicates!
💡 Tip: You can update the Identifier field in bulk using Ledgy's Bulk Edit feature.
For the full explanation of how stakeholder identification works across all HRIS integrations, see the "Choosing how to identify stakeholders" and "What happens if I have existing stakeholders?" sections in our general HRIS guide.
Step 5: Sync your data
Once your configuration is set, you're ready to sync. For full details on syncing (including test syncing, syncing all stakeholders, and ongoing synchronisation), see the "Syncing data into Ledgy" section in our general HRIS guide:
Quick steps:
On the Data Sync page, review the stakeholder records pulled from Personio
Optionally, select a few records and click Sync Selected to test first
Once verified, click Sync Now to sync all matching stakeholders
Need help? Contact our support team via the in-app chat or email [email protected]