Getting Started
-
- Set up and populate your SaaS stack
- Integrate your ERP & accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) discovery integrations
- Admin Setup Guide: Sastrify for Chrome Browser Extension
- Set renewal dates & reminders
- Assign and modify tool owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your fingertip
- Sastrify's commitment to security and privacy standards
-
- Google Workspace SSO integration for tool discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary tab for storing your subscription details
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- A quick glance at your stack using the overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
-
- Get expert procurement support for new purchases and renewals
- Create procurement support using Sastrify - Jira Integration
- Scope of service: Custom benchmarking & contract eview
- Scope of service: Negotiation & renewal support
- Scope of service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
-
- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
-
- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
-
- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- Walk-through of the subscription detail page
Set up and populate your SaaS stack Print
Modified on: Wed, 19 Mar, 2025 at 5:31 PM
The first step in building a strong basis for effective SaaS management is to consolidate your stack, which usually consists of a wide range of subscriptions and IT assets. This procedure is the initial step in giving businesses a fully inventoried and transparent stack.
This article describes how to use one or a combination of the following techniques to build up your SaaS stack and add your current, active subscription list to your Sastrify platform.
IN THIS ARTICLE
- 1. Using the expanded list of integrations
- 2. Using an accounting export file
- 3. Using a subscription list file
- 4. Uploading invoices in bulk
- 5. Setting up automated email forwarding of invoices/documents
- 6. Adding subscriptions manually
1. Using the expanded list of integrations
Integrations are essential to ensuring the platform's complete functionality as well as to smartly and effectively filling your tool stack with an accurate and comprehensive subscription list.
Netsuite, Xero, QuickBooks, Sage, Freshbooks, Zohobooks, Pleo, and SSO providers like Google, Microsoft, Okta, and JumpCloud are just a few examples among many integrations that we handle.
Once connected, your Sastrify account will automatically retrieve and update your current subscriptions and spending data (spending information is sourced only from ERP & Accounting integrations), providing a streamlined and accurate overview of your active SaaS usage.
To explore all available direct integrations, navigate to Integrations > Discovery.
ERP & accounting integrations
Sastrify integrates with a variety of ERP and accounting software to automatically set up, populate, and update your subscription list with the tools your company uses and pays for. This method pulls active subscriptions and spending details from your accounting software that you integrate your Sastrify platform to.
For setup guides and more details on ERP & accounting integrations, refer to this article and FAQ page.
We also have an integration with Pleo that allows you to easily import SaaS expenses from Pleo into Sastrify via Zapier. As new expenses are added, they'll automatically appear in the Spend tab of the corresponding tool in Sastrify.
A detailed step-by-step setup guide is available in this article and FAQ page.
Single Sign-On (SSO) discovery integrations
By connecting to our SSO-powered discovery integration from Google, Microsoft, Okta, or JumpCloud, we’ll automatically detect and update any SaaS tools accessed via your company’s SSO logins, adding them to sastrify platform, under the Discovered tab in your tool stack.
For setup details, refer to this article and FAQ page.
2. Using an accounting export file
As an alternative, you can set up and update your SaaS stack by uploading your accounting export files to Sastrify using the Spend Import. This feature converts your export into a full stack list, including spend data for each tool. You can use the importer during onboarding and to periodically update your stack, such as every quarter or six months.
Examples of supported accounting software include DATEV, Candis, Spendesk, GetMoss, Pleo, Ramp, Brex.
⚠️ For every accounting export, the following fields are required:
If the export contains amounts in a currency different from your Sastrify account's, we will automatically convert them using our in-app exchange rates. For greater accuracy, we recommend converting the amounts to your account's currency in advance or providing your preferred exchange rates for us to use.
For more details on using the Spend Import, refer to this article and FAQ page.
3. Using a subscription list file
Sastrify can generate and update your subscription list or tool stack by importing a manually maintained list (e.g., Google Sheet or .xlsx file). This list typically includes vendor name, spend, tool owner, contract renewal dates, notes, and tags. Use the Spend Import to upload your subscription list to Sastrify and instantly visualize all data points in your tool stack.
For more details on using the Spend Import, see this article and FAQ page.
Below is a table outlining the required and optional data fields for each upload type, including formatting notes and input values.
4. Uploading invoices in bulk
If your invoices are stored in a designated folder, you can easily drag and drop the .pdf files using our bulk upload feature. Our system will automatically detect the supplier.
For setup details, refer to this article.
5. Setting up automated email forwarding of invoices/documents
This option enables automatic email forwarding for invoices from your vendor (e.g., to your inbox or accounting inbox). It’s a convenient way to streamline document management by sending documents directly to a designated repository.
For setup details, refer to this article.
6. Adding subscriptions manually
The final method is manually adding subscriptions one at a time. While not the most efficient (as the previous methods are quicker and more effective), it offers flexibility if you need to add a tool or two on the fly.
For setup details, refer to this article.
Did you find it helpful? Yes No
Send feedback