💡Only users with access to the integrations page can complete this task
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]
Custom Client Information Fields -
Block access from editing these 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.
Client Fields that will Sync to Hi Rasmus:
|
Hi Rasmus Fields |
|---|
|
First Name |
|
Last Name |
|
Country |
|
State |
|
Address Line 1 |
|
Address Line 2 |
|
Zip Code |
|
City/District |
|
Phone number (mapped to [Mobile] field in Lumary) |
|
|
|
Gender |
|
Reference ID (mapped to Unique ID in Lumary) |
|
Date of Birth |
|
Age |
Steps to Enable Syncing Client Profiles
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 from Lumary and cannot be edited in Hi Rasmus. Changes must be made from Lumary and will sync to Hi Rasmus within 15 minutes.
See Client Profile Example:
