Data migration and integration options

Data migration: for historical data

Dataset	Migrating historical data (sales-led and product-led motions)
Customers	The 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 data	The following options are available: • 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	The 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.

Dataset

Migrating historical data (sales-led and product-led motions)

The following options are available:

The following options are available:

• 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.

The 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.

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.

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.

The following table lists all the available third-party

Connector	Type	Customers	Contracts	Products	Invoices	Payments	Credit notes	Journal entries	Tax
Avalara AvaTax	Tax								Automates tax calculations in invoices.
HubSpot	CRM	• Import only • Export only • Import and export	• Import only • Export only • Import and export	• Import only • Export only • Import and export
NetSuite	ERP	Export only						Export only
QuickBooks	ERP	Export only			Export only	Export only	Export only	Export only
Salesforce	CPQ	Export only			Export only
Stripe	Payment 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.
Xero	ERP	Export only			Export only	Export only	Export only	Export only
Zoho Books	ERP	Export only			Export only	Export only