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
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: ...
Wed, 30 Nov, 2022 at 8:50 AM
Configuring PSA integration with Zomentum Connect
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
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 o...
Tue, 26 Jul, 2022 at 9:59 AM
ConnectWise customer missing in contract wizard.
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
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...
Thu, 10 Aug, 2023 at 5:29 AM
Why aren't ConnectWise products showing up in the service mapping?
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
How to connect Sentinel One with Zomentum Connect?
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
Error: 'Missing configuration' while connecting a PSA
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
ConnectWise Manage Customers do not show up in the Contract Wizard
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