Kaseya BMS offers tools and workflows you need to empower your team to manage IT, maintain the device and network security and streamline operations through powerful automation.
Sync Time: 1-hour from Kaseya to Zomentum and vice versa.
Field Mappings from Kaseya to Zomentum:
Data Sync from Zomentum to Kaseya:
To begin with, you would need:
I. Setting up the Integration
Navigate to Settings > Integrations
Under the 3rd party PSA integrations > Kaseya BMS > Connect
Enter your Kaseya Credentials & Save
Company Name in Kaseya BMS
Unique URL is given by Kaseya for your company
Note: you can find these details (except the password) in the "My Profile" section of your Kaseya account.
II. Sync Options: Determine how you want the sync to take place –
Only pull from Kaseya to Zomentum (1-way sync) - this will only pull your data from Kaseya to Zomentum and pushes nothing to Kaseya
Sync data between Zomentum and Kaseya - 2-way sync: this will pull data from Kaseya and push back data to Kaseya whenever you the Opportunity as WON in Zomentum
Note: 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.
Eg: If a new client has been created in Kaseya, 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 will not be synced.