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Zenskar gives you four ways to add customers, depending on your workflow:

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Add a customer manually

  1. Go to Customers and click + ADD CUSTOMER.
  2. Fill in the Add customer form.

Reference

Refer to the customer field reference.
  1. Click Create.
The business entity cannot be changed after the customer is created.

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Add customers in bulk via CSV

  1. Go to Customers, click the dropdown arrow on + ADD CUSTOMER, then click Upload CSV.
  2. In the Upload CSV dialog, upload your CSV file by dragging and dropping it or clicking to browse.
  3. Click IMPORT CSV DATA.
Your CSV must follow Zenskar’s format. Download a sample file from the Upload CSV dialog. Remove the example “John Doe” row before importing your own data. The file needs to include an email column or a Stripe reference ID column somewhere in it; every other column is optional.

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Add a customer via API

Use the create customer REST API to add customers programmatically.

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Add a customer via a connector

  1. Go to Integrations and connect the relevant CRM, CPQ, or ERP system.
  2. Follow the connector-specific documentation to enable two-way customer sync.
If you don’t see the connector you need, contact help@zenskar.com.