Cash Flow Performance
AR & Collections
Who Needs Tesorio
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How Salesforce Integrates with Tesorio
Tesorio integrates with Salesforce using REST APIs.
The integration requires a Connected App to be created within Salesforce.
One-way sync of account data into Tesorio. Account data is matched with Customers only if a custom field containing the internal id of the customer record from the ERP system is present.
One-way sync of all contacts into Tesorio. Contacts associated with accounts are linked with customers automatically.
See Tesorio in action
Get in touch & learn how Tesorio can boost your cash flow performance.
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