Hyarchis Compliance Manager koppeling

The integration between Simplicate and Hyarchis Compliance Manager ensures that CRM data from Simplicate is quickly synchronized to Hyarchis Compliance Manager, anddata from Hyarchis Compliance Manager is synchronized back to Simplicate. The advantage of this integration is that the completeness of your compliance process is visible in your CRM, without having to do data entry twice!

The integration between Simplicate and Hyarchis Compliance Manager is easy to set up. In Simplicate, go to Settings > Account > Add-ons and Integrations, and click on Hyarchis Compliance Manager.

A new page will be opened, in which you can grant permission and on which you need to enter information.

After installing the integration, you will be asked to fill in information from your Hyarchis Compliance Manager environment. If you do not have this information, please contact Hyarchis.

-Organization name

-Acces token URL

-API URL

Next you will be asked to log in to Simplicate and to configure the API key for Hyarchis Comply. After entering this information, you can select which modules you want to synchronize to HCM. Finish the installation and your relations will be synchronized to Hyarchis automatically.

Within Simplicate, an additional tab will be added to your CRM contacts. The integration ensures that CRM data from Simplicate is sent to Hyarchis Compliance Manager. This synchronization happens every minute.

The synchronization is performed for every contact where the 'Synchronize to Hyarchis Compliance Manager' checkbox is enabled in the 'Compliance' tab. You can also enable this checkbox for multiple contacts simultaneously using a collective action.

Additionally, the integration retrieves the acceptance status, acceptance expiry date, and the estimated risks (AML and integrity) of the contact from Hyarchis Compliance Manager.

Upon installing the integration, the following custom fields will be created on the extra tab on your CRM contacts in Simplicate:

Companies:

People:

There are a few mandatory fields to be filled in, before a relation can be synchronized to Hyarchis Compliance Manager:

*If you don't use relation numbers yet, you can read more about relation numbers here.

If you have any questions about Simplicate or this integration, please contact us at [email protected] or +31 88 520 0500. If you have any questions about Hyarchis Compliance Manager, please contact Hyarchis.