PSA provider

Connect your Autotask Account
Configure your Autotask account before you can sync your contracts.  Follow these steps to connect your Autotask account: Click on ‘configure’ on the le...
Fri, 8 Jul, 2022 at 9:44 AM
Integrate ConnectWise Manage with Zomentum Connect
Navigate to the Configure icon from the left panel and click on ConnectWise Manage from the PSA Connection category.   Fill in the ConnectWise Manag...
Tue, 21 Jun, 2022 at 8:29 AM
Create an Autotask API account
In order to connect Zomentum connect to Autotask, you'll need to set up an API account within Autotask. Follow these steps to create a new one: ...
Fri, 8 Jul, 2022 at 9:40 AM
Configuring the Service Mapping
Once your PSA  account has been connected, we can then set up the configuration to sync Google and Microsoft contracts or any other vendor. Service Mapping...
Thu, 28 Jul, 2022 at 10:00 AM
Changes in Autotask service in connect.
Query: we have changed the name of an Autotask service but can't see this change in the mapping configuration in Zomentum Connect. Solution: The list ...
Tue, 26 Jul, 2022 at 9:59 AM