Once a company workspace has been connected to a User's Tesorio instance, the User still needs to authenticate their profile to utilize the integration. This article describes two ways to perform this action. Click here to learn more about connecting a company workspace, which needs to be done before authentication of a profile.
It is important to note that while a Tesorio account is required to pull information into Slack, Tesorio Users who initiate conversations to Slack from within Tesorio will be able to send Invoice or Customer information to non-Tesorio Users and/or channels with non-Tesorio-authenticated participants.
Method 1 - Authenticating from Tesorio
Step 1
A user's profile page in Tesorio now supports a "Connect" flow.
Step 2
Once selected, confirmation of credentials will validate that there is a matching email address associated with the connected Slack workspace with that of the User's authenticated login to Tesorio.
Note: If a User's company workspace is not connected, the authentication "Connect" flow will not be available. Instead, the following message will indicate the issue for the User.
Method 2 - Authenticating from Slack
Step 1
In the Tesorio app, type one of the Tesorio commands used to pull Invoice or Customer information. A message to connect will appear:
Step 2
Users will be directed to Tesorio to authenticate:
Step 3
Confirm connection:
Upon successful connection, Users will receive a confirmation in Tesorio and Slack:
