Steps to Enable Syncing Client Profiles
💡Only users with access to the integrations page can complete this task
With this feature, you'll be able to enter the client profile information in Lumary and those fields will sync over to Hi Rasmus, eliminating duplicate work.
Enabling this setting will:
- Allow continuous field updating on the client profile fields (every 15 minutes) when changes are made in Lumary.
-
Allow the client profile fields to sync from Lumary to Hi Rasmus, except for the following:
[Preferred Name]
[Alias]
[Notes]
[Business Unit] -
Not allow you to edit the syncing fields in Hi Rasmus.
- Override any information manually entered into those fields before turning on this setting
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:
