Zest

Zest is a Professional Services Automation (PSA) software designed specifically for Managed Service Providers (MSPs), IT service providers, and technology consultants. It aims to simplify MSP management by offering a ready-to-use solution that eliminates the need for extensive configuration.

Before setting up your Zest integration, please read over our Understanding Integrations article to learn basic concepts and useful tips.

What You’ll Need

Before you begin, make sure you have:

  • Access to Account Settings in Zest

  • Admin or Super Admin role in Hudu

Integration Features

Zest’s integration with Hudu enables synchronization of key data between the two platforms.

What it brings over:

  • Companies

  • Contacts

When contact synchronization is enabled, Zest will automatically create a Contacts Asset Layout in Hudu. For existing Hudu companies with matching company names, Zest can update the following fields unless you choose to opt out:

  • Name

  • Website

  • Nickname

  • Address Line

  • Notes

  • Phone Number

Pre-Made Asset Layouts

Zest also provides pre-built Asset Layouts that can be created in your Hudu environment. These layouts are provided for convenience and are not actively managed or updated by Zest after creation.

What Zest needs from Hudu

To complete the integration setup, Zest requires:

  • API Key
  • Hudu Domain

Enabling the Integration

The integration can be enabled at any point, either during Hudu environment testing or in production. The Zest–Hudu integration is built and maintained by Zest using the Hudu API.

Creating a Hudu API Key

  • Navigate to the Hudu Admin Area

  • Select Account Administration → API

  • Click + New API Key in the top-right corner

  • Choose Full Access

  • Name the API key as desired

  • Enable Password Access

  • Click Create.
  • Copy the generated key.
    • Be sure to copy the key and keep this in a secure location; this will be the last time that you can see this key.

Configuration Notes

  • No company restriction is required

  • No allowed IP addresses need to be specified

  • Destructive actions do not need to be enabled

 

To finish with setup, we'd recommend referring to Zest's Hudu Integration documentation. 

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