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.

Data integration: for contemporary data

Dataset

Sales-led motion

Product-led motion

Customers

Usage data

Contracts

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

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