Tesorio

Learn about Tesorio's integrations with various ERPs, CRMs, and SSO providers. Step by step setup guides are available here.

Integrations

ERP and CRM Integrations

This article describes how Tesorio integrates and syncs customer data with NetSuite

NetSuite Data Integration

Configure NetSuite to integrate with Tesorio and start your data import.

NetSuite <> Tesorio Integration Setup

NetSuite WSDL Version Upgrade and Tesorio Integrations

NetSuite

This certified integration includes importing and exporting data necessary for using Tesorio’s AR and Collections offerings.

Sage Intacct Data Integration

Sage Intacct <> Tesorio Integration Setup

Sage Intacct

This article describes how Zuora subscriptions data integrates with Tesorio

Zuora Data Integration

Zuora <> Tesorio Integration Setup

Zuora

This article describes how Tesorio integrates and syncs customer data with Workday Financials

Workday Data Integration

Workday <> Tesorio Integration Guide

This guide explains how Workday calculated fields are supported in Tesorio

Workday Calculated Fields in Tesorio

Workday

This articles describes how Tesorio integrates with QuickBooks Online

QuickBooks Online Integration

QuickBooks Online <> Tesorio Integration Setup

QuickBooks Online

What to expect when onboarding with Tesorio Connect. 
Implementation Template available

Tesorio Connect Onboarding Journey

Implementation guide, object schema, sample files, file format required and FAQs

Tesorio Connect Integration Guide

This document describes the Tesorio SFTP implementation.

Tesorio Connect SFTP Guide

Overview of the payment data required to reflect your payment receipts and how they are applied in Tesorio

Tesorio Connect Payments

Learn how your contacts are reflected in Tesorio

Tesorio Connect Contacts and Contact Tags

Tesorio Connect (Flat File)

This article describes how Salesforce integrates with Tesorio

Salesforce Integration

Salesforce <> Tesorio Integration Setup

Follow these steps to integrate the Tesorio widget into Salesforce

The Tesorio Widget in Salesforce

Salesforce

Tesorio supports all SSO providers that use SAML 2.0. This article reviews how to configure SSO for those providers.

SSO: SAML 2.0 <> Tesorio Setup

SSO: Azure <> Tesorio Setup

SSO: Google <> Tesorio Setup

SSO: Okta <> Tesorio Setup

SSO: OneLogin <> Tesorio Setup

Setup and configure JumpCloud to work with Tesorio

SSO: JumpCloud <> Tesorio Setup

Single Sign On Setup

Bank Connectivity: File Formats and SFTP Configuration

Bank Connectivity

Slack Integration Overview

Connect your company's Slack account and add the Tesorio app to specific channels

Connect Slack Workspace to Tesorio and Authenticate User

Slack user authentication to be able to pull Tesorio data from Slack

Slack Integration - Authenticate a User Profile

Slack Integration

Giving API permissions to Google suite allowing Tesorio connection

GSuite API Permissions

Configuring API permissions for Outlook to allow Tesorio email connection

Outlook API Permissions

Add a personal touch to emails and view all customer-related emails in Tesorio.

Directly Connect Your Email to Tesorio

Learn how to integrate Gmail and Outlook with Tesorio

Email Integration

Terms

Privacy

Customer Login

Discover Tesorio

Find answers and get help from Intercom Support and Community Experts

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