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.
Data migration: for historical data
| Dataset | Migrating historical data (sales-led and product-led motions) |
|---|
| Customers | 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 | 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 | 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: | |
-
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.
👍 Pros and 👎 cons of various data-ingestion methods
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) | | | |
