Overview

When using Zomentum Grow and Zomentum Payments, you may encounter situations where client names differ slightly between platforms, leading to unmapped clients. This article explains how to handle unmapped clients and why manual mapping is necessary to ensure accurate synchronization between Zomentum Grow and your accounting platform.


Common Scenario

A common scenario involves a document created in Zomentum Grow, such as a quote or proposal, for a client whose name differs slightly between Grow and your accounting platform. For example, a document in Grow might be for "ABC, Inc. Solutions," while in your accounting platform, the same client is listed as "ABC Inc Solutions" (without the comma).


Why Manual Mapping is Necessary

  1. Inconsistent Naming Conventions: Platforms may use different naming conventions. Automated mapping based on exact matches can lead to errors or duplicate entries.
  2. Ensuring Accuracy: Manual mapping ensures that payments and other data are accurately attributed to the correct client, preventing potential financial discrepancies.
  3. Controlled Syncing: No data is synced until manual mapping is completed, ensuring that all entries are correct before synchronization.


Step-by-Step Process for Manual Mapping

  1. Identify Unmapped Clients: In Zomentum Payments, navigate to Clients -> Unmapped Clients. Unmapped clients are listed for easy identification.
  2. Verify Client Information: Cross-reference the client details in Grow and your accounting platform to confirm that they refer to the same entity. Pay attention to minor differences, such as punctuation or abbreviations.
  3. Manual Mapping:
    1. In Zomentum Payments, select the unmapped client.
    2. Choose the corresponding client in your accounting platform from the list provided.
    3. Save the mapping to link the client profiles between the two platforms.
  4. Complete the Process: Once the mapping is saved, the payment or document will be synced to your accounting platform under the mapped client profile.


Important Considerations

  • No Automated Mapping: Currently, there is no automated mapping feature for new clients from Grow to your accounting platform via Payments. Manual mapping is essential to ensure accurate synchronization.
  • Impact on Existing Profiles: Mapping a client does not affect already synced profiles. It only ensures that future transactions are correctly attributed.
  • Consistent Naming: To minimize manual mapping requirements, consider adopting consistent naming conventions across platforms where possible.


Conclusion

Handling unmapped clients by manually mapping them ensures that your client data remains accurate and consistent between Zomentum Grow and your accounting platform. While it requires an additional step, this process prevents errors and maintains the integrity of your financial records.


For further assistance, refer to our detailed guides on Collecting Zomentum Grow Document, Quote, Proposal Payments with Zomentum Payments and Integrating Zomentum Payments with Zomentum Grow.