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Introduction
Introduction to Zenskar
Quickstart guide
integration and migration guides
What does Zenskar pilot program entail?
What does Zenskar implementation entail?
Data migration and integration options
Integrating your ERP software with Zenskar
CORE CONCEPTS
Contract
Plan
Phase
Product
How-to Guides
Customers
Metering
Data ingestion
Usage events: data-ingestion APIs
Manual: use Zenskar's web form to upload data
Manual: upload Zenskar-compatible CSV file
Data sources: query remote data sources
Data sources: sync data to Zenskar
Billable metrics
SQL-query templates
Contracts
Create a new contract manually
Create a new contract manually from a plan
Free trial
Products
Features
Payment terms
Tax
Discount
Commitment
Custom currency
Service fee
Plans
Contract renewal
Invoices
Life cycle of an invoice
Generate invoices
Credit notes
Payments
Payment Methods
Default Payment Method
Payment Gateways
Accounting
ASC 606 and IFRS 15: Five steps of revenue recognition
Revenue distribution and redistribution methods
Performance obligation policies
Hierarchy of default accounts
Credits
Receivables
Monitoring
Entitlements
Communications
Email templates
Email alerts
Usage alerts
Document templates
Segments
Senders
Role-based access control
Users
Roles
Webhook alerts
Customer-facing portal
Business entities
PRICING MODELS
Pricing models
Flat-fee pricing
Matrix pricing
Package pricing
Per-unit pricing
Percent pricing
Step pricing
Tiered pricing
Tiered pricing with flat fee
Two-dimensional tiered pricing
Volume pricing
Volume pricing with flat fee
BUSINESS MODELS
Prepaid commitment with postpaid overages
Prepaid subscription with postpaid overages
CRM:CPQ INTEGRATIONS
DealHub
HubSpot
Microsoft Dynamics 365
Pipedrive
Salesforce
Installation and setup of Zenskar’s package for Salesforce
Use default Flow
Create your own Flow
ERP INTEGRATIONS
NetSuite
QuickBooks
Sage
SAP
Xero
Zoho Books
PAYMENT-GATEWAY INTEGRATIONS
Adyen
Razorpay
Stripe
TAX-AUTOMATION INTEGRATIONS
Anrok
Avalara AvaTax
Stripe Tax
ZENSKAR DATA-SOURCE CONNECTORS
Auth0
AWS Athena
BigQuery
ClickHouse
CockroachDB
Databricks Lakehouse
Google Sheets
Looker
Metabase
MongoDB
MySQL
PostgreSQL
QuickBooks
Redshift
Shopify
Snowflake
Set up Snowflake for integration with Zenskar
Configure Zenskar's Snowflake connector
CoinAPI
Zenskar IPs
PRODUCT GUIDES
Consolidating invoices
SECURITY
Two-factor authentication
Single sign-on authentication
SAML authentication
SAML authentication with Google Workspace
SAML authentication with Microsoft Entra ID
HOW-TO GUIDES
How to edit an invoice
How to edit historical data
How to manage API keys
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Updated 4 months ago
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