RepairShpr is a software that helps with invoicing, ticketing, POS, recurring invoices, billing, and CRM for computer repairing shops and more.
To begin with, you would need:
Admin Access to your Zomentum Account.
Admin Access to your RepairShpr Account.
I. Setting up the Integration
Navigate to Settings > Integrations
Under the 3rd party PSA integrations > RepairShpr > Connect
Enter your RepairShpr Credentials & Save
Once you’ve created the Token you can set a Name and Expiry date for the Token.
1. Name your API Token as “Zomentum API.”
2. Leave the “Expiration” field blank so the API Token is valid indefinitely.
Permission sets for your API Token
Provide the following permission sets to sync RepairShpr data with Zomentum:
( Note: Under the permissions section, select all the permission associated with Customers, Contact, Products, and Estimates)
1. Contact and Customers
Create Token: Click “Create Token” at the end of the list to save your permissions and create your API Token.
II. Field Mappings between Zomentum and RepairShpr:
III. Data Sync from Zomentum to RepairShpr:
Quote sync type 1:
Quotes including products with different billing periods create multiple Estimates in RepairShpr
Three products Quoted in Zomentum with different Billing cycles.
Listed as Multiple Estimates in RepairShpr.
Quote Sync type 2:
Quotes including products with the same billing create one Estimate in RepairShpr.
Three products Quoted in Zomentum with the same billing cycle.
Listed as a single Estimate in RepairShpr.
To disable Quote Sync Type 1 please untick this check box in RepairShpr Integration Settings.
IV. Sync Options: Determine how you want the sync to take place –
Only pull from RepairShpr to Zomentum (1-way sync) - this will only pull your data from RepairShpr to Zomentum but push nothing to RepairShpr.
Only push from Zomentum to RepairShpr(1-way sync) - this will only push your data from Zomentum to RepairShpr but pull nothing from RepairShpr.
Note: This sync will happen only when a Document is Marked as Won in Zomentum.
Note: 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 product has been created in RepairShpr, we pull that information into Zomentum as it is a newly created entity. However, if you update the product’s pricing on a later day/time, that information will not be synced.
V. Conditions and Filters
You need to tick the following checkboxes to enable any client and product data
to sync between Zomentum and Repair Shopper.
Allow Contact data sync between Zomentum and RepairShpr
Filter: You can choose to sync contacts that were created after a specified date.
Allow Product data sync between Zomentum and RepairShpr
Filter: You can choose to pull products based on a specific Category.
VI. Sync Time: 1-hour from RepairShpr to Zomentum and 5 minutes from Zomentum to RepairShpr.
Note: If you wish to re-sync the latest updates on RepairShpr with Zomentum, click on the Save and Sync button under RepairShpr Integration.