This article walks you through how to integrate your Dicker Data account with your Zomentum account. The integration will allow you to retrieve real-time pricing and availability when adding a product to a document, removing the need to manage your products in two places.
Note: Dicker Data Integration is currently available for partners only from Australia. The integration for other regions is currently work-in-progress.
To integrate Dicker Data with Zomentum you will need access credentials to Dicker Data's Access Token Service. These are not the same credentials that you use to log into Dicker Data. To request access, you’ll need to contact the Dicker Data office.
Below is an email template you can use to contact Dicker Data's support team to request Access Token service:
Below is the contact information for the DickerData Australian Helpdesk:
If you have access to the DickerData Access Token Service and are receiving an Invalid Credentials error when attempting to integrate with Dicker Data, please contact the Zomentum Support Team.
Setting up Integration:
Navigate to Settings > Integrations tab
Click on Dicker Data under the 'Distributors' section
A right-side drawer will appear where you will be asked to enter credentials.
Enter your Access Token, Account Code/Authorization code and Region(Australia)
Hit ‘Save’ and you will be connected
Using the integration:
Once you are connected, head over to the Quote Block of your document. Search from ‘Etilize’ the products and services you would like to add to your quote. The query will return with specific product information based on the search along with the real-time pricing & availability along with the product details.
To search for products in Etilize:
Drag and drop a quote block in a document
Click on ‘Add Product’
Select ‘Etilize’ from the Dropdown
Search for the product. The results will populate with the real-time pricing along with the stock levels from the integrated distributors
Before adding the product to the quote block, you can set competitive pricing and also modify any product details, if required.
Note: Users will be unable to query the Distributor pricing directly from the ‘Product’ Module (Etilize Option) as the integration is designed to facilitate the MSPs’ with real-time pricing in the event of quoting the end-user.