Skip to content
English
Request Support Customer portal
hirasmus.com
  • There are no suggestions because the search field is empty.

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.

  • Add Client Licenses automatically in Hi Rasmus if you do not have enough already.  *Talk to your Lumary team to set this up. This is triggered by the client [Active] status in Lumary. 
  • Not allow you to manually link clients to Lumary.

  • Automatically deactivate clients who are deactivated in Lumary.

NOTE: This will not import the Business Unit. At this time, the business unit needs to be updated on each client individually in Hi Rasmus.