Tesorio Connect Onboarding Journey

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

Updated over a week ago

Tesorio's Customer Success team brings greater functional and technical expertise to our customers that will utilize Tesorio Connect to onboard ERP data.

Tesorio Connect Onboarding requires functional and technical knowledge from our customers to define the following:

  • Where does your source of data reside for Account Receivable and Customer management?

  • Does this data reside in one or multiple ERPs, CRMs?

  • What are the data fields/objects needed to successfully transition your AR workflow into Tesorio?

Once you gather your team, you are ready to get started with Tesorio Connect.

πŸ’‘TIP Review the following articles with your team:

We are excited to partner in this journey with you and your IT team to make this a reality.

Let's Go πŸš€

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