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Introduction
Introduction to Zenskar
Quickstart guide
Step 1: Add a customer
Step 2: Ingest usage events via API
Step 3: Define billable metrics
Step 4: Create contract and add products
Step 5: Generate invoice
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
PRODUCT MODULES
Contract
How-to: Create a contract via dashboard
How-to: Create a plan-based contract via dashboard
How-to: Create a contract via AI
Contract renewal
Plan
Product
Pricing models
Usage
Data ingestion
How-to: Ingest usage events via data sync connectors
How-to: Execute remote queries on data source
Reference: Handle ingestion failures
Usage event
How-to: Ingest usage events
How-to: Ingest usage events via CSV upload
How-to: Ingest usage events via dashboard
How-to: Edit historical data
Billable metrics
Accounting
Chart of accounts
ASC 606 and IFRS 15: Five steps of revenue recognition
Revenue distribution and redistribution methods
Performance obligation policies
Revenue lifecycle
Revenue distribution methods
Revenue adjustment methods
Insights
Revenue analytics
Monthly recurring revenue
Monthly recurring revenue by product
Net revenue retention
Gross revenue retention
MRR product waterfall
MRR customer waterfall
Net annual recurring revenue
Billing and collections dashboard
Invoices
Payments
Invoices
How to edit an invoice
Life cycle of an invoice
Create invoices
Create one-off invoices
Credit notes
Consolidating invoices
Communications
Email templates
Email alerts
Usage alerts
Document templates
Segments
Senders
PRICING MODELS
Flat-fee pricing
Matrix 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
How-to Guides
Analytics
Create custom dashboards
Customers
Usage events
Billable metrics
SQL-query templates
Contracts
Free trial
Products
Features
Payment terms
Tax
Discount
Commitment
Custom currency
Service fee
Plans
Payments
Payment Methods
Default Payment Method
Payment Gateways
Accounting
Create a revenue recognition rule
Credits
Receivables
Monitoring
Entitlements
Role-based access control
Users
Roles
Webhook alerts
Customer-facing portal
Business entities
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
Amazon Athena
BigQuery
ClickHouse
CockroachDB
Databricks Lakehouse
Google Sheets
Looker
Metabase
MongoDB
MySQL
PostgreSQL
QuickBooks
Shopify
Snowflake
Set up Snowflake for integration with Zenskar
Configure Zenskar's Snowflake connector
CoinAPI
Zenskar IPs
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 manage API keys
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CRM:CPQ INTEGRATIONS
Microsoft Dynamics 365
Updated about 1 year ago
HubSpot
Pipedrive
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