The integration with Hyarchis ensures that all communication with clients can take place online and be automatically archived. Additionally, it is possible to view, edit, and manage documents in Hyarchis online.
Hyarchis can be activated in the environment upon request. To do so, send an email to [email protected] or your Customer Success Manager. For the accountancy add-ons, a fee of €2 per month per user will be charged.
The activation of the Hyarchis integration is only available for the Accountancy & Administration industry. You can set this up under Settings > Account > Subscription.
Setting up
The integration between Simplicate and Hyarchis is easy to set up. This integration can only be configured if you have the latest version of Hyarchis. If you do, go to Settings > General > Add-ons & Integrations in Simplicate and click on Hyarchis.
You will now need to enter two URLs (you can find these in Hyarchis itself, the location depends on your setup, so we cannot assist with this):
Hyarchis API URL
DMS application URL
Once you’ve entered the correct URLs and selected the archive to use, the basics are set up.
Next, go to File Structure via the left menu. Here, for each type of relationship (company or individual), specify which File Structure should be created in Hyarchis. Note: These are just the settings, and for each relationship in CRM, you decide if the file should actually be created.
How the integration works
By ticking the box "Synchronize with Hyarchis", CRM data will be synchronized with the existing file structure in Hyarchis. If the file structure does not exist in Hyarchis, Simplicate will create a new file structure in Hyarchis. Simplicate will then send the name of the company or individual and the corresponding relationship number to Hyarchis.
Required fields for synchronization with Hyarchis:
Company name or individual’s name
Relationship number
Once the box is checked, Simplicate will display a link to the corresponding file in Hyarchis below the checkbox (and also in the timeline), allowing you to navigate to the file in Hyarchis with a single click.
Manually linking relationships
If you already use Hyarchis, you can manually link existing relationships in Hyarchis with your Simplicate relationships. To do this, go to Link Relationships via the left menu and click Click here to open in a new tab.
Here, for each relationship in Simplicate, search for the corresponding relationship in Hyarchis. You link the relationships by entering the client’s ID number from Hyarchis in the last column ‘Linked in Hyarchis to’.
In Hyarchis, you can find the ID number in the client’s file under the ‘ID’ column.