Data migration and integration options
Data migration: for historical data
Dataset | Migrating historical data (sales-led and product-led motions) |
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The following options are available: • Migrate customer data using Zenskar's third-party-software connectors. | |
The following options are available: • Let Zenskar pull usage data from your data sources. | |
The following options are available: • Migrate contract data using Zenskar's CRM connector. |
Data integration: for contemporary data
Dataset | Sales-led motion | Product-led motion |
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| • 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
Important third-party software integrations
The following table lists all the available third-party
Connector | Type | Customers | Contracts | Products | Invoices | Payments | Credit notes | Journal entries | Tax |
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Tax | Automates tax calculations in invoices. | ||||||||
CRM | • Import only | • Import only | • Import only | ||||||
ERP | Export only | Export only | |||||||
ERP | Export only | Export only | Export only | Export only | Export only | ||||
CPQ | Export only | Export only | |||||||
Payment Gateway | • Import only | When a customer clicks on the PAY ONLINE link in an invoice, a Stripe checkout session is created for the customer to complete the payment. | |||||||
ERP | Export only | Export only | Export only | Export only | Export only | ||||
ERP | Export only | Export only | Export only |
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Updated 18 days ago