Connecting Sage HR
Last updated: October 7, 2024
Background
This article walks through the requirements and steps for connecting the Sage HR integration to Lumos.
Lumos partners with Merge.dev for our Sage HR integration. For more info on the integration requirements, please review the Merge.dev documentation.
Instructions
1. Click the Sage HR card in your Lumos integrations. (Reconnect or add new)
2. Click the Connect Sage HR button.
3. Follow the instructions in the pop-up that appears to finish connecting the integration.
Once you've connected the integration, you'll probably want to set it as a source of user data. You can do this in Lumos here. We also have documentation on the different source of truth settings here:📄 Source of Truth
Troubleshooting
Role Requirement
Ensure you have Administrator or Manager permissions in your company's Sage HR instance or someone has shared their access with you.