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.
To begin with, you would need:
How to set up Kaseya BMS integration with Zomentum
I. Connecting to Kaseya BMS
Navigate to Settings > Integrations tab
Under 3rd party integrations-> KaseyaBMS -> Click on Connect.
Enter the Kaseya credentials in the ‘Connect’ screen and click on ‘Save and Proceed’.
Zomentum as your CRM
Zomentum is used to manage your entire sales process and activities including Opportunity management and Document creation. The integration would both pull new entities from Kaseya and push the Won opportunity to Kaseya:
a. Sync Time: Pull every 15mins and push when the opportunity as soon as it is marked as WON
b. Condition: This will pull data from Kaseya and push back data to Kaseya whenever you mark the Opportunity as WON in Zomentum
Important Note: For 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.
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 would not be synced.
Select what to sync:
Check “Push Quotations to Kaseya on Document Won” to push quote line items from documents to Kaseya's quote.
Select defaults while creating products in Kaseya:
In this section, you can set the default warehouse, labour period, and product category for all the products pushed from Zomentum to Kaseya
III. Field Mapping
Opportunity Field Mapping
Map Zomentum opportunity Stage with Kaseya opportunity status
These mappings will be used while importing and exporting opportunities to Kaseya
Also, select the default stage for importing and exporting opportunities when the mapping is not available.
The same Opportunity Status from Kaseya can be mapped to multiple Opportunity Stages in Zomentum but the same Opportunity Stage from Zomentum can not be mapped to multiple Opportunity Status in Kaseya
Here you can map the different Document statuses with Quote status
These mappings will be used while exporting documents to Kaseya
Also, select the default stage for exporting opportunities when the mapping is not available.
The same Quote Status from Kaseya can be mapped to multiple Document Status in Zomentum but the same Document Status from Zomentum can not be mapped to multiple Quote Status in Kaseya
Here you will view the mapping between Zomentum’s product type and Kaseya’s item type. You will not be able to edit this.
You can also select how you want to sync bundles with Kaseya
One single Service item
One single service with bundle pricing and child items with zero prices
Individual child items with the bundle price divided equally (in case of bundle level pricing)
Note: This is only applicable when Bundle level pricing is selected. When individual-level pricing is selected in the bundle, it always pushes the individual child products to Kaseya
(IV) Save and Start Sync: save the settings and start syncing.
Entity Mapping between Zomentum & Kaseya
Did you know?
1. Audit Logs:
Access the ‘Audit Logs’ to get a glimpse of the sync status of the entities that have 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 Kaseya > click on ‘Audit Logs’ to view the audit logs.
2. ‘View opportunity in Kaseya: Every opportunity that is successfully synced to/from Connectwise will have the link available in the Opportunities Details page view.
3. The History tab of the Opportunity details page will showcase the trail of the sync information between Kaseya & Zomentum.