Zomentum is a platform designed to accelerate the sales process for MSPs through sales funnel management, product catalogue management, document/proposals builder and more. The Autotask-Zomentum integration is intended to provide sync between both Autotask and Zomentum ecosystem so you can use both products in tandem. 



  1. The Setup

  2. Did you Know?
    >Audit Logs
    >View Opportunity Link to Autotask from Zomentum
    >View Client Link in Autotask from Zomentum
    >History Tab Logs

  3. Detailed Field Mappings


Entity Mapping between Zomentum & Autotask


Zomentum

Autotask

Client 

Account

Client Contact

Contact

Opportunities

Opportunities

Products

Products

Quote Line Items

Quote Line Items including the setup price for each product

 

Section 1


How to setup Autotask integration with Zomentum


> Step 1: Create API User in Autotask

  1. Login to your Autotask Account
    Go to "Admin" and choose "Resources (Users)"

  2. Create a new API User, enter the title and other necessary fields

  3. Set the username and password. Make a note of these as you will use them while connecting with Zomentum

  4. For the "API Tracking Identifier", select "Integration Vendor" and choose "Zomentum"

  5. Save your settings

 

 
Step 2: Set up your Autotask integration in Zomentum

I. Connecting to Autotask

 

  1. Navigate to Settings -> Integrations tab

  2. Under 3rd party integrations-> Autotask -> Click on Connect

  3. Enter the Autotask API user credentials in the Connect Screen and click on Save and Proceed

  4. Configure the Settings for the Autotask sync


II. Settings

Zomentum as your CRM
Recommended for users who would like to utilize Zomentum to manage their entire sales process and activities including Opportunity management and Document creation. 

Select how data you want the data to Sync 

  1. Both pull new entities from Autotask and push Won opportunity to Autotask:
     a. Sync Time: Pulls information from Autotask every 15-mins and pushes data from Zomentum in real-time. 

b. Condition: This will pull data from Autotask and push back data to Autotask whenever you mark the Opportunity as WON in Zomentum

 

Important Note: For all of the above modes of integration, we sync entities between the systems only when they are created the first time. Any updates made to the entities, would not be pulled or pushed. 
Ex: If a new client has been created in Autotask, we pull that information into Zomentum as it is a newly created entity. However, if you update the client’s telephone number on a later day/time, that information would not be synced. 

 

2. Real-Time Sync: as the name suggests, selecting this mode allows users to sync information between the systems regardless of the status of the Opportunity and the document. It also allows real-time sync for any ‘updates’ made to entities across the product modules. 
Sync Time: Pulls information from Autotask every 15-mins and pushes data from Zomentum in real-time. 

 

 

Select what data you want to Sync



 

Sync Filters







Autotask Companies, contacts and Opportunity

(Select this to sync Autotask Accounts, Contacts and Opportunities)

Advance Filters

·       Only Sync where the Account Type is: use this filter to sync only certain types of Account type from Autotask to Zomentum


·       Only Sync where Opportunity Owner is: apply this filter to sync opportunities only from certain Autotask users. This is applicable only for Opportunities.

 

·       Only Sync where Opportunity Status is: use this filter to sync opportunities of a particular status


·       Only sync Opportunity created after sync opportunities that were created after a particular date



Pull Autotask Products


Check this option if you would like to sync products from Autotask. 


Only Push Documents to Autotask that are either in Won and Signed status. 


Selecting this option ensures that documents that are in the draft, sent or viewed status will not be pushed to Autotask. 

 

Note: 

The users have an additional option in integration settings to enable Company type syncing. You can enable the ‘Sync Account type in Autotask with Company Type’ under the Settings during integration. It will sync the type of the account in Autotask with the type of company in Zomentum.







III. Field Mapping

  1. Opportunity Field Mapping


(i) Stage Mapping: The stage mapping is designed in a way to map one stage in Zomentum to a particular stage in Autotask. ie, the system will not populate the option to map a stage in Autotask to a stage in Zomentum if the former has already been selected in any of the other stages. 

Note 1: It is optional to map the ‘Won’ and ‘Lost’ stages in Zomentum to stages in Autotask as these are considered as ‘terminal stages’. Instead, you can select a stage against the default stage mapping to initiate the sync. 

Note 2: If you do not have the adequate number of stages created in Autotask to be mapped against stages in Zomentum, we recommend that you create additional stages in Autotask and reinitiate the setup. 

(ii) Statues Mapping: map the default Autotask statuts with Zomentum stages. 

(iii) Additional Settings: Enable this setting if you would like to Pull opportunities from Autotask with the statuses as 'Closed' and/or 'Lost'.

  1. Tax Mapping: the ability to sync tax information from between Zomentum and Autotask. 

  2. Note Mapping: select this mapping to sync notes on your Autotask Opportunities and Clients to Zomentum. 

> Once done with the Fields Mapping, ‘Click on ‘Save and Proceed’ to start the Sync. 



 

Section 2

Did You Know?

 

  1. Access the ‘Audit Logs’ to get a glimpse of the sync status of the entities that has been synced between the systems. Entities that are successfully synced into Zomentum will have a link to ‘Go to [[entity]]’ which takes you to the details page view of that particular entity. The ones with the ‘Error’ status will have a short ‘Description’ on the right of the page with the error reason. 

    Head over to Settings > Integrations > hover over ‘Autotask’ > click on ‘Audit Logs’ to view the audit logs. 



  1. ‘View Opportunity in Autotask’: every opportunity that is successfully synced to/from Autotask will have this link available in the Opportunities Details page view. 



  2. ‘View Client in Autotask’: every Client that is successfully synced to/from Autotask will have this link available both in the Opportunities details page and the Client details page view. 

 

  1. The History tab of the Opportunity details page will showcase the trail of the sync information between Autotask & Zomentum. 


  2. When a document in Zomentum is updated to ‘Won’ status, the PDF of the document is synced with Autotask as an attachment. This can be viewed in the activities of the opportunity in Autotask.







Section 3

Below are fields we sync between Autotask and Zomentum:

Module

Zomentum fields

Autotask



Pull from Autotask

Push - Updating existing in Autotask

Push - Creating new

in Autotask

Opportunity

Title

Name

Name

Name


Client

Account

Account

Account


Stage (D)

Stage




Owner

Autotask_bot


Owner


Primary Contact

Contact

Contact

Contact


Expected Close Date

Projected Close Date

Projected Close Date

Projected Close Date


Close Probability

Probability

Probability

Probability


Source

Lead Source








Client

Company Name

Account Name

Account Name

Account Name


Phone

Phone

Phone

Phone


Company Type



Account Type


Billing Country

Country


Country


Billing State

State


State


Billing City

City


City


Billing Street

Address 1 + Address 2


Address 1


Billing Zip Code

Zip Code


Zip Code

Client Contact

First Name

First Name

First Name

First Name


Last Name

Last Name

Last Name

Last Name


Email

Email Address

Email Address

Email Address


Phone

Phone

Phone

Phone


Job Title

Title

Title

Title


Mobile

Mobile

Mobile

M






Quote Line Item

Title


Item Name

Item Name


Description


Item Description

Item Description


Type (D)


Type

Type


Cost Price


Unit Cost

Unit Cost


Billing Period (D)


Period Type

Period Type


Quantity


Quantity

Quantity


Sell Price


Unit Price

Unit Price


Mfg. Number


Manufacturer Product Number

Manufacturer Product

Number