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:

• 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	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)