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Knowledge base
Zomentum Grow
Getting Started
15
Steps for Setting Up your Zomentum Account
User Roles & Permissions
Generating an API User
Sales Pipelines
Zomentum Notifications
See all 15 articles
Opportunity
14
Opportunity Management - A Complete Guide
Create and delete Opportunity
Fields for Creating an Opportunity
Opportunity: Use Revenue/Cost of Documents
Opportunity - Kanban and List View
See all 14 articles
Products
8
Products in Zomentum: A Complete Guide
Add, Edit, Clone,Delete a product
Fields for Creating a product
Best Practices for Updating Product and Pricing Information in Zomentum
Understanding the Global Product Catalog (formerly Etilize) in Zomentum
See all 8 articles
Sales Automation
11
Sales automation- A Complete Guide
Manage Sales Automation
Audit logs of sales automation
Order of sales Automation & Sales automation cause and effect
Merge Tags in Sales Automation
See all 11 articles
Settings
16
My Preferences
Notifications
Email Template
Account
Users
See all 16 articles
Documents
38
Securing the document link with a PIN
Upload PDF File and Attach a Signature Block
Order Forms
Input Fields
Remove page breaks and blank spaces from templates.
See all 38 articles
Integrations
32
Custom Distributor Integration
Custom Distributor - API Pull and Push method
Halo PSA integration
User Permissions for KaseyaBMS
How to integrate with Autotask PSA?
See all 32 articles
Release Notes
1
Release Notes - Zomentum Grow
Zomentum Payments
Getting started
28
Integrate Payments for existing Zomentum customer?
How to register Zomentum Payments for new clients?
Getting Started with Zomentum Payments
Know Your Customer
Customising Account Settings in Zomentum Payments
See all 28 articles
Payment Methods
8
Direct Debit (ACH - USA)
Card Transaction Charges
Transaction Limits
Immediately Collecting Invoices with Zomentum Payments - 'Collect Now'
Transactions Page
See all 8 articles
Payouts
2
How to Update Payout Bank Account
Understanding Payouts in Zomentum Payments
Accounting Integrations
10
Integrating QuickBooks Online with Zomentum Payments
Integrating Xero with Zomentum Payments
Automated Bookkeeping Processes for QuickBooks Online Integration with Zomentum Payments
Automated Bookkeeping Processes for Xero Integration with Zomentum Payments
Handling Modifications to Automated Transactions in Zomentum Payments Integrations
See all 10 articles
Refunds & Chargebacks
5
How Is A Chargeback Handled In My Accounting Software?
How To Refund A Transaction In Zomentum Payments?
How Is A Chargeback Handled in QuickBooks Online with Zomentum Payments?
How Is A Chargeback Handled in Xero with Zomentum Payments?
United Kingdom BACS Direct Debit Claims Process
Payment Reminders
1
Understanding the Timing for Overdue Invoice Reminders
Release Notes
2
Release Notes - Zomentum Payments
Important Update: Admin-Only Control of Preferences Settings on Zomentum Platform
Zomentum Connect (formerly Goolash)
PSA provider
10
Connect your Autotask Account
Create an Autotask API account
Configuring PSA integration with Zomentum Connect
Changes in Autotask service in connect.
ConnectWise customer missing in contract wizard.
See all 10 articles
Managing contracts / Agreements
15
Create or link a Contract /Agreement
Managing Contracts - Zomentum Connect
Service override on contract/agreement for a customer
Bundle your IT services in your contracts/agreements
Hide contracts on the overview page!
See all 15 articles
Getting Started with Zomentum Connect
1
How to add a team member to Zomentum Connect?
Generic vendor import
6
Generic Vendor Import
Automate your CSV imports using email
Track your changes
How to change the mapping for an existing vendor?
Google sheet integration.
See all 6 articles
Vendor integrations
24
Copaco 2tcloud billing integration
Connect Allocloud.
Connect Google Workspace reseller account.
Connect Acronis Cybercloud.
Connect Altaro Cloud Management.
See all 24 articles
Microsoft
6
Connect your Microsoft partner account.
Manage Microsoft not for profit licenses
Microsoft NCE/CSP
Manage Microsoft NCE subscriptions with different renewal dates.
Microsoft Authentication (GDAP)
See all 6 articles
FAQs
FAQs
63
Why do I need to Whitelist Zomentum App?
How to Troubleshoot Email Rendering
How to enable push notifications for chat with Zomentum support team
General FAQs
What are Zomentum's IPs to be whitelisted?
See all 63 articles