Tesorio

An overview of Tesorio's integrations and their benefits.

Tesorio Integrations Overview

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

Tesorio 1.12 Bundle Update

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

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

Tesorio Connect (Flat File)

This article describes how Salesforce integrates with Tesorio

Salesforce Integration

Follow these steps to integrate the Tesorio widget into Salesforce

The Tesorio Widget in Salesforce

Tesorio connects to Salesforce via an API user with the correct permissions. This setup ensures that Tesorio can securely read the customer and account information needed for your instance. Follow…

Salesforce <> Tesorio API Integration

Salesforce

This article describes how Tesorio integrates and syncs customer data with Stripe Billing

Stripe Billing Data Integration

Configure Stripe Billing to integrate with Tesorio and start your data import.

Stripe Billing <> Tesorio Integration Setup

A complete reference showing how data from your Stripe Billing account maps to fields in Tesorio, including customers, invoices, payments, credit notes, and subscriptions.

Stripe Billing to Tesorio Field Mapping Reference

Details regarding Tesorio's Integration with Stripe Billing

Stripe Billing

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

CSV Format: Bank File Data

BAI2 Format: Bank File Data

Bank Connectivity

Slack Integration Overview

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

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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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