Toolio

How to push data to and from Toolio via SSH File Transfer Protocol

SFTP Managed File Transfer

If you are using Google Sheets as your source of record for SKU Master or Purchase Orders, you can integrate Google Sheets to Toolio.

Google Sheets integration

How to integrate with Toolio using automated CSV feeds sent to Toolio's Azure Storage.

Automated CSV Feeds

CSV Integration

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Create your workspace and invite the people you work with.

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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.

Prototype role-limiting follow-up

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

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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.

Prototype invite-team answer

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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