Hi Rasmus | Lumary Integration: How to Set up Auto Import and Sync Client Profiles from Lumary

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.
Not allow you to manually link clients to 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.

💡Only users with access to the integrations page can complete this task

Enabling this setting will:

Allow continuous field updating (every 5 minutes) when changes are made in Lumary.
Allow the client profile fields to sync from Lumary to Hi Rasmus, except for the [Notes] and [Business Unit]. (The syncing fields will not be editable in Hi Rasmus).

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

1. Navigate to [Integrations]. [Settings] >> [Organization] >> [Integrations]

2. Scroll to the very bottom of the page to [Additional integration settings].

3. Toggle on the setting [Set Lumary data as the primary source for client profiles].

4. Confirm by pressing [Ok]

Now the fields on the client profile will sync to Lumary and cannot be edited in Hi Rasmus

See Client Profile Example: