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



Section 1

Entity Mapping between Zomentum & ConnectWise


Zomentum

ConnectWise

Client Company 

Company

Client Contact

Contact

Opportunities

Opportunities

Products

Products

Quote Line Items

Forecast Line Items

Related Won Documents

Note to the opportunity in 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


  • 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. 



Section 2

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’. 



II. Settings


There are two kinds of integration mode users can select:

  1. ConnectWise as your CRM

  2. Zomentum as your CRM



  1. 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.

 

Workflow:

  • 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 

  1. Only Push to ConnectWise: 

  2. Sync Time: Real-Time sync

  3. Condition: will push the Opportunity details and the related information from Zomentum to  ConnectWise only when the Opportunity status is updated as ‘WON’. 

  1. Only Pull from ConnectWise:

  1.  Sync Time: Real-Time sync

  2.  Condition: will only pull data from ConnectWise and will not push any details from Zomentum. 

  1. 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. 

  1. 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:

 

Sync Filters





ConnectWise Companies, contacts and Opportunity

(Select this option to sync ConnectWise Accounts, Contacts and Opportunities)




Applicable Modes:
> Only Pull from ConnectWise
Both pull new entities from ConnectWise and push Won opportunity to ConnectWise

Advance Filter Options:


  • Only if an opportunity is present: Selecting this would pull Connectwise Companies along with related entities only if there is at least one opportunity associated along with it.

  • Only sync Connectwise Companies where type is:  Enter the type here. For example, if you enter "prospect", this will only pull companies where type matches with Prospect. 


  • Only sync Connectwise Contact where type is:  Enter the type here. For example, if you enter "Approver", this will only pull Contacts where type matches with Prospect. 

  • Only sync Connectwise companies where the Market is: Enter the market here. For example, if you enter "Real estate", this will only pull companies where the market matches with Real estate.

  • Only sync where the opportunity stage is: Enter the stage here. For example, if you enter "prospect", this will only pull Opportunities where it matches with the prospect stage.

  •  Only sync where the Opportunity Status is: Enter the status here. For example, if you enter "open", this will only pull Opportunities where the status is open. 


  • Only sync Opportunity that was last updated after: enter a date, it will opportunities which were last updated after the selected date.




All Products
(Select this option to sync Connectwise products and services)


  1. Pull updates on products from Connectwise: Any update made on a product would be pulled from Connectwise to Zomentum.


  1. Push updates on products to Connectwise: Any updates made on a product in Zomentum would be pushed to Connectwise.


  1. Push individual products of the Bundles in Connectwise: the child products of bundle products created in Zomentum will be pushed as an individual product to Connectwise.



 


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


  1. 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. 


  1. Product Mapping 

  • 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. 

    OR


  • 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:



  1. Tax Mapping


  • 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.





Section 3

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.