Hi Rasmus | Lumary Integration: How to Set Up Automatic Import of Client Profiles from Lumary

Enable Auto Import of Client Profiles

Currently, to enable this feature, you'll need to communicate with the Hi Rasmus and Lumary teams.

Enabling this setting will:

• Automatically create Client Profiles in Hi Rasmus when the Client Profiles are created in Lumary. 

  • *Talk to your Lumary team to set this up. This is triggered when the field “Enable Data Collection” is triggered. This can be done manually or done by status!
• Add Client Licenses automatically in Hi Rasmus if you do not have enough already.  Important: This impacts your Hi Rasmus invoice
• Block the ability to manually link or un-link clients to Lumary.
  
  
• Automatically deactivate clients who are deactivated in Lumary. If the client is re-activated in Lumary, it will re-activate the same profile in Hi Rasmus
• Disable the manual deactivate option in Hi Rasmus for Lumary-linked clients. Deactivation must happen in Lumary.