This article will walk through how to integrate your Tech Data account with your Zomentum account. The integration will allow you to retrieve real-time pricing and availability while adding a product to a document. Effectively removing the need to manage your products in two places.


Note: We only integrate with Tech Data North America (US & Canada) region. Support for other regions will come soon.


Prerequisites:

To integrate Tech Data with Zomentum you will need access credentials to Tech Data's XML Online Check Service. These are not the same credentials you use to log into Tech Data. To request access, you’ll need to contact the Tech Data office.


Below is an email template you can use to contact Tech Data's support team to request XML Online Check service:


Hello,


We would like to set our account up with access to Tech Data's XML Online Check service. Please provide an XML authorization code.


Below is our account information:


Company Name: <<Add your company name>>

Tech Data Account Number: <<Add your Tech Data Account Number>>


Thanks.


Below is the contact information for the Tech Data team:

Tech Data US


Email: ECSupport@TechData.com

Phone: 1-800-222-7926


Tech Data Canada


Email: ETeam@TechData.ca

Phone: 1-800-668-5588


If you have access to the Tech Data XML service and are receiving an Invalid Credentials error when attempting to integrate with Tech Data, please contact us.


Setting up Integration:

  1. Navigate to Settings -> Integrations tab
  2. Click on TechData under distributors section

  3. A right-side drawer will appear where you will be asked to enter credentials.

  4. Enter Login ID and Password
  5. Hit Save and you will be connected


Using the integration:

Once you are connected whenever you search a product from Etilize while adding the product to Quote block. We will show the real-time pricing & availability along with the product details.

To search for products in Etilize:

  1. Drag and drop a quote block in a document
  2. Click on Add Product
  3. Select Etilize from the Dropdown
  4. Search for the product. The results will show the real-time pricing from the integrated distributors
  5. Before adding the product to the quote block, you can set the Sell price and change any other product details required.