Switching the PSA (Professional Services Automation) platform connected to Zomentum Grow, such as migrating from ConnectWise to Autotask, is a significant task that requires careful planning.

This guide provides a high-level overview to help you understand key considerations and the approximate process, but it is not intended to be an exhaustive resource. For complex PSA migrations, it’s strongly recommended to consult a qualified expert.

TABLE OF CONTENTS

• Important Considerations Before Switching PSAs
• Configuration Requirements for the New PSA
• Steps to Switch PSAs in Zomentum Grow
• Final Checks

Important Considerations Before Switching PSAs

1. Data Synchronization:

   • Zomentum typically syncs key entities from the connected PSA, including Clients, Contacts, Opportunities, and Products/Services.
   • Changing the connected PSA may result in duplicated or mismatched data if not managed properly.
2. Consider Starting with a New Zomentum Account:
   • In some cases, especially where significant transformations are made to data between export from the old PSA and import to the new PSA, it may be preferable to start fresh with a new Zomentum Grow account. This approach can help avoid data inconsistencies or sync issues.
   • Zomentum’s support team can assist with provisioning a new account and deleting the old one if needed. Note that monthly subscription fees may apply if you need to run two Zomentum accounts in parallel for any period of time.

3. Consult an Expert:

   • PSA migrations are complex and should ideally be managed by a qualified consultant with experience in PSA migrations. This ensures that both the old and new PSAs are correctly aligned with Zomentum to prevent data issues.

4. Entity Matching:

   • Zomentum will attempt to match entities in the new PSA based on names. If entities were migrated from the old PSA to the new PSA with the same names, the matching should be seamless.
   • Any entities that exist in Zomentum but were not migrated to the new PSA will likely be created in the new PSA during the initial sync.

5. Removing Unwanted Entities:

   • If there are any entities in Zomentum that you do not want to sync with the new PSA, they should be deleted from Zomentum after disconnecting the old PSA but before connecting the new PSA.

6. Support Scope:

   • Zomentum’s support team can address questions specifically about Zomentum’s integration and sync processes but cannot advise on the overall PSA migration process or provide support on PSA-specific settings outside of Zomentum’s direct integrations.

Configuration Requirements for the New PSA

1. Custom Fields:

   • Any custom fields that were synced between Zomentum and the old PSA must also be created in the new PSA to ensure seamless data synchronization.

2. Pipeline Stages:

   • Ensure that the pipeline stages in the new PSA match exactly with the old PSA configuration and Zomentum’s setup.

3. Tax Configuration:

   • The tax settings in the new PSA should be identical to those in the old PSA and Zomentum to maintain consistent invoicing and financial tracking.

4. Products/Services:

   • Zomentum will recreate Products/Services in the new PSA as needed. For instance, when a new or updated document is pushed from Zomentum to the PSA, dependent products or services will also be added to the new PSA if they don’t already exist.

Steps to Switch PSAs in Zomentum Grow

1. Disconnect the Old PSA:

   • In Zomentum, go to the settings and disconnect the current PSA to stop further syncing from the old PSA.

2. Migrate Data from the Old PSA to the New PSA:

   • Consult with your PSA provider or migration consultant to transfer all necessary data, ensuring that entity names, custom fields, pipeline stages, and tax configurations are consistent with Zomentum’s setup.

3. Connect the New PSA to Zomentum:

   • Once the migration is complete, connect the new PSA to Zomentum. During the initial sync, Zomentum will match entities based on names to prevent duplication, provided that names are consistent across systems.

Final Checks

• Review Initial Sync Results:
  • After the first sync, review the data in both Zomentum and the new PSA to confirm that entities are correctly aligned and no duplications or missing entries have occurred.
• Verify Configurations:
  • Double-check that all custom fields, pipeline stages, tax configurations, and product/service setups are consistent with both Zomentum and the new PSA.

Switching PSAs connected to Zomentum Grow can streamline operations if done with careful planning. By following these steps and working with an expert, you can ensure a successful migration with minimal disruption to your workflow. For specific questions about Zomentum’s integration settings, please contact Zomentum support.