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
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: ...
Wed, 30 Nov, 2022 at 8:50 AM
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...
Wed, 24 May, 2023 at 8:04 AM
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 o...
Tue, 26 Jul, 2022 at 9:59 AM
Whenever the system cannot fetch the customer details in contract wizard we would be required to check the below details. Steps: Check if the API is wo...
Wed, 24 Aug, 2022 at 9:35 AM
Navigate to the Configure icon from the left panel and click on ConnectWise Manage from the PSA Connection category. Fill in the ConnectWise Manag...
Thu, 10 Aug, 2023 at 5:29 AM
As per the current design, all the recurring products that need to be visible in Connect should be enabled for Recurrence in the ConnectWise manager. To ...
Wed, 2 Aug, 2023 at 1:38 AM
This document describes the process of Proofpoint integration with Zomentum. To start integrating with Sentinel One we need to obtain the Sentinel One A...
Tue, 31 Oct, 2023 at 8:19 AM
While connecting any PSA (currently, only AutoTask and ConnectWise Manage are supported) with the Zomentum Connect account the following error message is d...
Wed, 30 Aug, 2023 at 11:25 AM
When you search for a customer in the Contract Wizard and the customer does not show up, perform the following steps: 1. First check if the API is wor...
Wed, 30 Aug, 2023 at 11:30 AM
