In this article, we will help you integrate our Zomentum account with your Connectwise Manage PSA account using a native integration feature within Zomentum. 


This integration would allow you to,

  • Sync Opportunity, Client, Contact, Products in Zomentum to Opportunity, Company, Contact & Products in Connectwise.
  • Push the Opportunity and the related Client & Contact to Connectwise, whenever an Opportunity is marked as Won in Zomentum
  • Add a link of related documents in Zomentum as a Note to the opportunity in Connectwise
  • Push it to the product catalog of Connectwise, whenever a new product is created we 

Prerequisites


To begin with, you would need the following

1. Admin Access to Zomentum Account

2. Admin Access to Connectwise Manage account.


Setting up the integration


  1. Login in to your Zomentum account
  2. Navigate to Settings -> Integrations tab
  3. Under 3rd party integrations-> Connectwise Manage -> Click on Connect
  4. A right-side drawer will appear where you will be asked to enter your Connectwise credentials.


  5. To get your Connectwise credentials please follow the instructions given below
    • Login to your ConnectWise manage cloud account
    • Go to System → Members



    • Switch to API Members tab
    • Click on '+' icon
    • Enter member ID (Ex.: ZomentumAPI)
    • Enter member name (Ex.: Zomentum API User)
    • Select Role ID as Admin & Level as Corporate

    • Click Save at the top
    • Once saved, the two API keys will show. Make sure you save both the keys now.

      Note: You won't be able to access the Private key later, so if you don't write it down now and need it again later, you'll have to create new API Keys.

  6. Once you have the Private and Public API keys, copy-paste the same into the Zomentum drawer for Connectwise Integration.
  7. Click on "Save" and you are now integrated.