Data migration and integration options

Data migration: for historical data

Dataset	Migrating historical data (sales-led and product-led motions)
Customers	Migrate customer data using Zenskar's third-party-software connectors.
	Push customer data to Zenskar using Zenskar's customer-data-ingestion APIs .
	Upload Zenskar-compatible CSV containing customer data.
	Create customers manually in the Zenskar application
Usage data	Let Zenskar pull usage data from your data sources.
	Push usage data to Zenskar using Zenskar's usage-data-ingestion APIs .
	Upload a Zenskar-compatible CSV containing usage data.
Contracts	Migrate contract data using Zenskar's CRM connector.
	Push contract data to Zenskar using Zenskar's contract-data-ingestion APIs .
	Create contracts or plans manually in the Zenskar application.
	Upload a Zenskar-compatible CSV containing contract data.

Data integration: for contemporary data

Dataset	Sales-led motion	Product-led motion
Customers	Recommended: • Sync customer data using Zenskar's third-party-software connectors. • Create customers manually in the Zenskar application. Available: • Push customer data to Zenskar using Zenskar's customer-data-ingestion APIs . Available but not recommended: • Upload Zenskar-compatible CSV containing customer data.	Push_ customer data to Zenskar using Zenskar's customer-data-ingestion APIs.
Usage data	Recommended: • Let Zenskar pull usage data from your data sources. • Push usage data to Zenskar using Zenskar's usage-data-ingestion APIs. Available but not recommended: • Upload a Zenskar-compatible CSV containing usage data.	Recommended: • Let Zenskar pull usage data from your data sources . • Push usage data to Zenskar using Zenskar's usage-data-ingestion APIs . Available but not recommended: • Upload a Zenskar-compatible CSV containing usage data.
Contracts	Recommended: • Sync contract data using Zenskar's CRM connector. • Create contracts or plans manually in the Zenskar application. Available: • Push contract data to Zenskar using Zenskar's contract-data-ingestion APIs. Available but not recommended: • Upload a Zenskar-compatible CSV containing contract data.	• Push contract data to Zenskar using Zenskar's contract-data-ingestion APIs , and receive notifications via webhooks .

Dataset

Sales-led motion

Product-led motion

Customers

Recommended:

• Sync customer data using Zenskar's third-party-software connectors. • Create customers manually in the Zenskar application.
Available:

• Push customer data to Zenskar using Zenskar's customer-data-ingestion APIs .
Available but not recommended:

• Upload Zenskar-compatible CSV containing customer data.

Push_ customer data to Zenskar using Zenskar's customer-data-ingestion APIs.

Usage data

Recommended:

• Let Zenskar pull usage data from your data sources. • Push usage data to Zenskar using Zenskar's usage-data-ingestion APIs.
Available but not recommended: • Upload a Zenskar-compatible CSV containing usage data.

Recommended:

• Let Zenskar pull usage data from your data sources . • Push usage data to Zenskar using Zenskar's usage-data-ingestion APIs .
Available but not recommended:

• Upload a Zenskar-compatible CSV containing usage data.

Contracts

Recommended:

• Sync contract data using Zenskar's CRM connector. • Create contracts or plans manually in the Zenskar application.
Available:

• Push contract data to Zenskar using Zenskar's contract-data-ingestion APIs.
Available but not recommended:

• Upload a Zenskar-compatible CSV containing contract data.

• Push contract data to Zenskar

using Zenskar's contract-data-ingestion APIs

, and receive notifications via

webhooks

👍 Pros and 👎 cons of various data-ingestion methods

Data-ingestion method
Pros and cons of letting Zenskar pull usage data from your data sources.
Pros and cons of using data-ingestion APIs to push data to Zenskar.
Pros and cons of manually uploading a Zenskar-compatible CSV.
Pros and cons of manually entering events in the web form.

Important third-party software integrations

💡
Note
The table below shows the current state of third-party integrations. Some support only import or export, while two-way sync is under development. For more details or early access to two-way sync, please contact Zenskar Support.

Connector	Type	Customers	Contracts	Products	Invoices	Payments	Credit notes	Journal entries	Tax
Avalara AvaTax	Tax								Automates tax calculations in invoices.
HubSpot	CRM	Two-way sync	Two-way sync	Two-way sync
NetSuite	ERP	Export only (two-way WIP)						Export only (two-way WIP)
QuickBooks	ERP	Export only (two-way WIP)			Export only (two-way WIP)	Export only (two-way WIP)	Export only (two-way WIP)	Export only (two-way WIP)
Salesforce	CRM/CPQ	Two-way sync			Export only (two-way WIP)	Export only (two-way WIP)
Stripe	Payment Gateway	Two-way sync				Import only (two-way WIP)
Xero	ERP	Export only (two-way WIP)			Export only (two-way WIP)	Export only (two-way WIP)	Export only (two-way WIP)	Export only (two-way WIP)
Zoho Books	ERP	Export only (two-way WIP)			Export only (two-way WIP)	Export only (two-way WIP)