Platform-specific guides
Start with connecting and migrating your existing data.HubSpot integration
Automatically sync customer and deal data from HubSpot to Sanka.
Salesforce integration
Sync Salesforce leads, accounts, and opportunities to Sanka, then connect the back office after closing.
Shopify integration
Sync Shopify orders, products, and inventory to Sanka to automate inventory, shipping, and billing.
Stripe integration
Import Stripe payment data and centralize billing and collections in Sanka.
Function-based guides
Unify deals across channels and manage quotes, orders, delivery, and billing in one flow.Sales operations
Learn how to manage sales end to end, from orders to inventory allocation, invoicing, and payments.
Billing management
Organize invoicing, delivery, payment confirmation, reconciliation, AR, and accounting integration.
Subscription management
Covers subscription setup, recurring billing, payment and cancellation handling, and KPI tracking.
Estimates, margin, and CPQ
Manage quoting, margin calculations, purchasing links, and profitability analysis in one place.
Procurement and purchasing
Standardize procurement from supplier management to purchasing, receiving, billing, and accounting integration.
Inventory management
Start with inventory and location setup, manage stock movements, and reduce stock discrepancies.
Contract management
Centralize contracts with suppliers and customers to prevent missed renewals or violations.
Accounts receivable
Automate payment management, reconciliation, and AR with AI and workflows.
Accounts payable
Centralize AP and payments, and prevent misses or duplicates with AI capture and approvals.
Expense management
Auto-route approvals by amount and track requests through reimbursement.