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Documentation Index

Fetch the complete documentation index at: https://docs2.zenskar.com/llms.txt

Use this file to discover all available pages before exploring further.

There are four ways to add a customer in Zenskar:
  1. Manually, one at a time
  2. By uploading a CSV
  3. Via the Zenskar API
  4. Via a connector

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Add a customer manually

  1. Navigate to the Customers page and click ADD CUSTOMER.
  1. Fill in the required fields in the Add Customer form.

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Customer information

FieldDescription
NameFull name of the customer.
Customer IDUnique ID for this customer. Use the ID from your CRM or source system to keep records in sync.
EmailPrimary email address for the customer.

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Billing address

Provide the full address including zip code, city, state, country, and phone number.
The details entered here must match exactly the details in any external system you are syncing from (e.g. your CRM).

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Business entity

Select the legal entity you set up in Zenskar (under Settings) that will issue invoices to this customer. This cannot be changed after the customer is created.

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Tax information

Add GST and VAT IDs for the customer’s applicable jurisdictions. These are used for tax calculation and compliance.
JurisdictionTax type
IndiaIND (GST)
USAUSA (VAT)
AustraliaAUS (GST)
European UnionEU (VAT)
SingaporeSG (VAT)
FranceFR (VAT)

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Custom data

Add arbitrary JSON metadata to the customer record. This metadata can be referenced when creating custom aggregate queries for usage-based billing. Example: multi-user billing If a customer has multiple users and you want to generate a single bill for all of them: 
{
  "users": [
    "alice@acme.com",
    "bob@acme.com"
  ]
}
Example: communication preferences 
{
  "additional_info": {
    "preferred_communication": "email",
    "timezone": "PST"
  }
}
Example: tax exemption 
{
  "exempt_tax": true
}

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Auto charge invoices

Enable this to automatically charge the customer’s payment method when an invoice is due.
Auto charge requires a fully configured and active payment gateway.

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Email communications

Enable this to allow your senders to send emails to this customer.

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Add customers by CSV

You can add a single customer or multiple customers in bulk by uploading a Zenskar-compatible CSV file.
  1. Navigate to the Customers page and click the down arrow on the + ADD CUSTOMER button.
  2. Click Upload CSV.
  3. In the Upload CSV dialog, use the Click to upload or drag and drop card to upload your CSV file.
  1. Click IMPORT CSV DATA.

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Getting the sample CSV

Click Download sample CSV file in the Upload CSV dialog to get a Zenskar-compatible template. Add your customer data to the template.
Remove the example John Doe row from the sample CSV before adding your data.

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Add a customer via the API

Use the Create Customer API to add customers programmatically.

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Add a customer via a connector

Zenskar connectors enable two-way sync with CRM, CPQ, and ERP systems. Once a connector is configured, customers from the external system are synced automatically.
  1. Navigate to Integrations to view available connectors.
  2. Follow the documentation for your specific integration to establish a connection.
If you don’t see the connector you need, contact support@zenskar.com to request a new connector.