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.

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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!

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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.

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Vendor integrations 24

• Copaco 2tcloud billing integration
• Connect Allocloud.
• Connect Google Workspace reseller account.
• Connect Acronis Cybercloud.
• Connect Altaro Cloud Management.

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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)

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