Lumary Integration
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      Hi Rasmus | Lumary Integration: How to import Client profiles from Lumary to Hi Rasmus

      This article reviews how to import Clients from Lumary to create profiles in Hi Rasmus

       

      Pro Tip #1

      Before you link any Hi Rasmus profiles with the Lumary profiles, please make sure you have created all staff members and clients in Lumary first!**

       

      Pro Tip #2

      Before you import your clients into Hi Rasmus from Lumary, verify that subscription number of active license is correct.

      • settings -> subscription -> check # of active licenses
      • increase the number of licenses if needed and press update subscription

      Importing Clients from Lumary

      1. Select clients on the left hand side

      2. Select the 3 grey dots on the right hand side

      3. Select Import from Lumary 

      4. A list of all your client's profiles in Lumary will appear in a pop up box

        1. Select the box to the left of your client(s) name(s) 

        2. Select save

      5. Your client's from Lumary will now have active profiles created on Hi Rasmus and will be displayed in a list format

        1. Please note that the only information about your client that is pulled into Hi Rasmus is your client's first name, last name, Date of Birth and Assigned Gender.

        2. You can click on a client's name to open up their profile

        3. Once the profile is open, it is recommended to fill out the client alias. Press save on the bottom left hand corner once that is filled out.

        4. It is optional to fill out any other information on the client's profile in Hi Rasmus

          1. This information will be useful to fill out should you want to pull in any client information to a report

          2. Click here too see how you can create custom client data fields 

        5. You can also customize what information you can see on your client list by editing the table columns

          1. select the grey wheel above your first client's profile

          2. select the box to include the information you would like to be able to view 

          3. press ok