Integration FAQ/KB

Handling Duplicate Products in ConnectWise When Synced with Zomentum
When products are synced from Zomentum to ConnectWise, certain behaviours related to duplicate product identifiers may occur. This is standard behaviour due...
Tue, 10 Sep, 2024 at 9:37 PM
Managing HubSpot to Zomentum Grow Sync: Recommended Settings for Syncing Companies and Contacts
Integrating HubSpot with Zomentum Grow enhances your capability to manage and sync data efficiently across platforms. It's essential to configure the sy...
Fri, 20 Sep, 2024 at 5:00 PM
How to Set Up Custom Distributor Integration with Leader Systems in Zomentum Grow
Integrating Zomentum Grow with your distributor data feeds can streamline your product management by automating the import and synchronization of product de...
Mon, 7 Oct, 2024 at 7:44 PM
How to Change the PSA Connected to Zomentum Grow
Switching the PSA (Professional Services Automation) platform connected to Zomentum Grow, such as migrating from ConnectWise to Autotask, is a significant t...
Wed, 6 Nov, 2024 at 1:15 PM
Why Can’t I Map Certain Fields from My PSA or Third-Party Tool to Custom Fields in Zomentum?
When integrating Zomentum Grow with a PSA (e.g., ConnectWise, Autotask, HaloPSA) or another third-party tool (e.g., HubSpot, Keap), users may encounter situ...
Wed, 15 Jan, 2025 at 7:07 PM
Why Labor Line Items from a Zomentum Quote Do Not Convert to Billing Items in Autotask
When a quote from Zomentum is pushed to Autotask, labor line items follow Autotask best practices and are sent as labor lines. However, users often notice t...
Mon, 27 Jan, 2025 at 4:31 PM
Where to locate Purchase Order Number in Autotask?
PO Number is written onto the Quote in Autotask. Steps: Go to Opportunity Access the quote from the Primary quote Edit the quote → teams→ Purc...
Thu, 1 Aug, 2024 at 11:49 AM
Why are my Products from Autotask not Syncing to Zomentum?
You might have come across situations where none of your products are syncing from Autotask to Zomentum. Or maybe only Service and Bundle items are syncing ...
Sat, 22 Jun, 2024 at 12:20 AM
Why are the Line Items under Connectwise Opportunity Getting Duplicated?
If you ever come across a situation wherein the line items pushed from a quote in Zomentum to Connectwise are getting duplicated, kindly check for the follo...
Thu, 18 Jan, 2024 at 6:56 PM
Autotask Error: Default Quote location not found for the account
Problem Description In some cases, when attempting to sync an opportunity with AutoTask, you might encounter a situation where the opportunity syncs succes...
Thu, 18 Jan, 2024 at 6:53 PM