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Tesorio’s Gmail extension for Chrome allows you to conveniently access Tesorio data directly from your shared team inbox. The extension allows for seamless automatic and manual linking to Tesorio invoices, assignees, and customers, as well as the ability to attach customer-specific files and statements.

The Tesorio Gmail extension is available within the Chrome Extension Store.

If you need help, please review Additional instructions for installing and managing Chrome extensions.

Once you install the extension, you'll need to open your Gmail inbox, where you must log in to Tesorio to make the final connection.

When an email comes in from your customer, the extension will attempt to link it to the correct customer, invoice, and assignees from Tesorio. When linked, you will see the linked information beneath the email subject line.

You can easily navigate to the customer or relevant invoice record(s) in Tesorio by clicking the hyperlinked customer name or invoice number.

In order for Tesorio to know which invoices and attachments to present, the extension first needs to know the correct customer.

If there's already a customer linked, you can click on the word Customer to change it.

If a customer was not yet linked, click Link to customer.

Select the correct customer from the dropdown. Once a customer is linked, you can select invoices and attachments.

To link an invoice, click on Invoices and select the invoice numbers pertaining to the email. Tesorio will only show invoices that are open for the linked customer. You can link several invoices to an email.

To add additional assignees to the invoice, click on the assignee’s initials.

If there are no assignees, the initials circle will have a question mark instead.

Select the assignees to add to the invoice and click Done.

To attach documents to the email, select the Tesorio icon from the Gmail tool belt. This will allow you to choose Invoices, Statement Templates, or Attachment Tags as attachment options.