Data migration and integration options

Data migration: for historical data

DatasetMigrating historical data (sales-led and product-led motions)
CustomersThe following options are available:

• 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 dataThe following options are available:

• Let Zenskar pull usage data from your data sources.
Push usage data to Zenskar using Zenksar's usage-data-ingestion APIs.
• Upload a Zenskar-compatible CSV containing usage data.
ContractsThe following options are available:

• 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

DatasetSales-led motionProduct-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 Zenksar'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 Zenksar'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.

Important third-party software integrations

The following table lists all the available third-party

ConnectorTypeCustomersContractsProductsInvoicesPaymentsCredit notesJournal entriesTax
Avalara AvaTaxTaxAutomates tax calculations in invoices.
HubSpotCRM• Import only
• Export only
• Import and export
• Import only
• Export only
• Import and export
• Import only
• Export only
• Import and export
NetSuiteERPExport onlyExport only
QuickBooksERPExport onlyExport onlyExport onlyExport onlyExport only
SalesforceCPQExport onlyExport only
StripePayment Gateway• Import only
• Export only
• Import and export
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.
XeroERPExport onlyExport onlyExport onlyExport onlyExport only
Zoho BooksERPExport onlyExport onlyExport only