In this article, we will help you integrate our Zomentum account with your Connectwise Manage PSA account using a native integration feature within Zomentum.
Table Of Content
II. Integration Setup in Zomentum (Connect, Settings & Field Mappings)
Did you know?
I. Audit Logs
II. View Opportunity Link to ConnectWise from Zomentum
III. View Client Link in ConnectWise from Zomentum
IV. Logs in History Tab
Entity Mapping between Zomentum & ConnectWise
How to setup ConnectWise integration with Zomentum
> Step 1: Create API User in ConnectWise
Login to your ConnectWise manage cloud account.
Go to System → Members
Switch to the API Members tab
Click on the '+' icon
Enter member ID (Ex.: ZomentumAPI)
Enter member name (Ex.: Zomentum API User)
Select Role ID as Admin & Level as Corporate. Alternatively, see this article to create a new Role with advanced (more secure) permissions.
Click Save at the top
Once saved, the two API keys will show. Make sure you save both keys for future reference.
Note: You won't be able to access the Private key later, so if you miss to make a not of it and need it again later, you'll have to recreate the API Keys. Once you have the Private and Public API keys, copy-paste the same into the Zomentum Connect page of Connectwise integration settings.
Step 2: Set up your ConnectWise integration in Zomentum
I. Connecting to ConnectWise
Navigate to Settings > Integrations tab
Under 3rd party integrations-> Connectwise Manage -> Click on Connect.
Enter the Connectwise credentials in the ‘Connect’ screen and click on ‘Save and Proceed’.
There are two kinds of integration mode users can select:
ConnectWise as your CRM
Zomentum as your CRM
Connectwise as your CRM
Recommended for users who would like to use Zomentum mainly to create and manage proposals and quotes. Management of Opportunities, Contact information, etc. would be made directly in Connectwise.
Pull all entities (Opportunities, Clients, Contacts & Products) from Connectwise to Zomentum as read-only information.
Users can navigate to the document module to build proposals/quotes, and link the related Client, Contact and Opportunity to the document.
Once the document is ready to be synced to Connectwise (ideally when the document is marked as ‘Won’), click ‘Push Changes to PSA’.
From the pop-up window, users can verify/edit the Opportunity & Quote details before it gets pushed into Connectwise. You may wish to make changes in any fields in the window. Zomentum will then sync this information into Connectwise.
Important Note: the MSP will have to manually push the document each time when the document is ready to be synced with Connectwise.
Zomentum as your CRM
Recommended for users who would like to utilise Zomentum to manage their entire sales process and activities including Opportunity management and Document creations.
Select how data you want the data to Sync
Only Push to ConnectWise:
Sync Time: Real-Time sync
Condition: will push the Opportunity details and the related information from Zomentum to ConnectWise only when the Opportunity status is updated as ‘WON’.
Only Pull from ConnectWise:
Sync Time: Real-Time sync
Condition: will only pull data from ConnectWise and will not push any details from Zomentum.
Both pull new entities from ConnectWise and push Won opportunity to ConnectWise (Recommended):
a. Sync Time: Real-Time Sync
b. Condition: This will pull data from ConnectWise and push back data to ConnectWise 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.
Eg: If a new client has been created in ConnectWise, 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.
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.
a. Sync Time: Pulls information from Connectwise every 15-mins and pushes data from Zomentum in real-time.
Select what data you want to Sync
Note: ‘Select what to sync’ is available only applicable for users opting for the ‘Zomentum as your CRM’ mode.
The modules available here totally depends on the options selected under Sync property:
Select Defaults While Creating Opportunity In Connectwise
In this section, you can set the default location and default business unit for all the opportunities pushed from Zomentum to Connectwise and also set a default rating.
III. Field Mapping
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 ConnectWise. ie, the system will not populate the option to map a stage in ConnectWise 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 ConnectWise 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 ConnectWise to be mapped against stages in Zomentum, we recommend that you create additional stages in ConnectWise and reinitiate the setup.
(ii) Status Mapping: map ConnectWise statutes with Zomentum stages.
Note: If a single stage in Zomentum has both ConnectWise ‘stage’ and ‘status’ mapping, we will consider stage mapping and pull in the Opportunity from ConnectWise.
If you would like to keep a standard product mapping between Zomentum and ConnectWise, please select the checkbox as shown in the below screenshot (Recommended Workflow):
Users will also be asked to complete the Product Name from Zomentum to either the ‘Product ID’ or the ‘Product Description’ in ConnectWise. If you choose to map the Zomentum Product Name to ‘Product Description’, the system will also request you map a field in Zomentum to map to the Product ID, as Product ID is a mandatory field in ConnectWise.
If you wish to have individual product mapping for the Product Types, Catagory/Subcategory Type, Product Class and Product ID, you may wish to leave the check-box unchecked and do a one on one mapping as shown below:
Tax rates can be imported from your ConnectWise account.
Note: Zomentum has both Tax Region and Tag Categories whereas ConnectWise only has the Tax Region. When we import the Tax regions from ConnectWise, Zomentum associates two categories to each of them. (i) Taxable and (ii) Non-Taxable. The Non-taxable will have a 0% tax which can be associated with the Non-table tax regions.
MSP’s can also directly wish to have map Tax rates in Zomentum to Tax rates in ConnecWise.
(IV) Save and Start Sync: to save the settings and start syncing.
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 ‘ConnectWise’ > click on ‘Audit Logs’ to view the audit logs.
2. ‘View opportunity in Connectwise’: Every opportunity that is successfully synced to/from Connectwise will have this link available in the Opportunities Details page view.
3. ‘View Client in Connectwise’: every Client that is successfully synced to/from Connectwise will have this link available both in the Opportunities details page and the Client details page view.
4. The History tab of the Opportunity details page will showcase the trail of the sync information between Connectwise & Zomentum.