How do I add an integration to a company in Lumino?

Add an integration to a company in Lumino.

This ability is only available for Customer Designer, this area is read only for Customer User

  1. Navigate to https://lumino.ariox.com/ and click Settings followed by Integrations;
    or under Account, click Company Management, click the ellipses next to your company and select Integrations. As a Partner Customer Designer level user, this path is how you will specify the Customer (Child Company) you are creating an integration for.

  2. Click the Add New Integration button.
  3. Select Source and Destination Connector from those available for your Company (this is based off of the Source and Destination system connections that you have added for your company). Please note: You must create connectors prior to creating an integration.

  4. Click next and select the Data Sets (Enable All is the default) for your system you wish to integrate and enter the Manual Entry time (time saved), toggle Data Archiving if you wish to save this data, and any schedule with which you want this data set to run (If none are available see Adding Task Schedules to a Customer Integration in Lumino), toggle Enable Parallel Processing if applicable, and any filters if available.

  5. Click Next, choose a name for the integration, and review the selections made before saving the integration.

     

  6. Click Finish to save the integration on the Customer Record.