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Introduction

  • Introduction to Zenskar
  • Quickstart guide

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

CORE CONCEPTS

  • Contract
    • Plan
    • Phase
    • Product

How-to Guides

  • Customers
  • Metering
    • Data ingestion
      • Usage events: data-ingestion APIs
      • Manual: use Zenskar's web form to upload data
      • Manual: upload Zenskar-compatible CSV file
      • Data sources: query remote data sources
      • Data sources: sync data to Zenskar
    • Billable metrics
    • SQL-query templates
  • Contracts
    • Create a new contract manually
    • Create a new contract manually from a plan
    • Free trial
    • Products
    • Features
      • Payment terms
      • Tax
      • Discount
      • Commitment
      • Custom currency
      • Service fee
    • Plans
    • Contract renewal
  • Invoices
    • Life cycle of an invoice
    • Generate invoices
    • Credit notes
  • Payments
    • Payment Methods
    • Default Payment Method
    • Payment Gateways
  • Accounting
    • ASC 606 and IFRS 15: Five steps of revenue recognition
      • Revenue distribution and redistribution methods
      • Performance obligation policies
    • Hierarchy of default accounts
    • Credits
  • Receivables
  • Monitoring
  • Entitlements
  • Communications
    • Email templates
    • Email alerts
    • Usage alerts
    • Document templates
    • Segments
    • Senders
  • Role-based access control
    • Users
    • Roles
  • Webhook alerts
  • Customer-facing portal
  • Business entities

PRICING MODELS

  • Pricing models
  • Flat-fee pricing
  • Matrix pricing
  • Package 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

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
  • AWS Athena
  • BigQuery
  • ClickHouse
  • CockroachDB
  • Databricks Lakehouse
  • Google Sheets
  • Looker
  • Metabase
  • MongoDB
  • MySQL
  • PostgreSQL
  • QuickBooks
  • Redshift
  • Shopify
  • Snowflake
    • Set up Snowflake for integration with Zenskar
    • Configure Zenskar's Snowflake connector
  • CoinAPI
  • Zenskar IPs

PRODUCT GUIDES

  • Consolidating invoices

SECURITY

  • Two-factor authentication
  • Single sign-on authentication
  • SAML authentication

HOW-TO GUIDES

  • How to edit an invoice
  • How to edit historical data
  • How to manage API keys
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Salesforce

The following steps will help you integrate your Zenskar and Salesforce accounts:

  • The mandatory step: Installation and setup of Zenskar's Salesforce package.
  • Further, you may choose to:
    • use the default Flow or
    • create your own Flow to suit your workflow.

Updated 3 months ago


Pipedrive
Installation and setup of Zenskar’s package for Salesforce