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: Sync customer data using Zenskar’s third-party-software connectors, or create customers manually in the Zenskar application. Available: Push customer data using Zenskar’s customer-data-ingestion APIs. Available but not recommended: Upload a Zenskar-compatible CSV containing customer data. | Push customer data using Zenskar’s customer-data-ingestion APIs. |
| Usage data | Recommended: Pull usage data from your data sources, or push usage data using Zenskar’s usage-data-ingestion APIs. Available but not recommended: Upload a Zenskar-compatible CSV containing usage data. | Recommended: Pull usage data from your data sources, or push usage data 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, or create contracts or plans manually in the Zenskar application. Available: Push contract data using Zenskar’s contract-data-ingestion APIs. Available but not recommended: Upload a Zenskar-compatible CSV containing contract data. | Push contract data using Zenskar’s contract-data-ingestion APIs and receive notifications via webhooks. |
Pros and cons of various data-ingestion methods
Important third-party software integrations
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) |
