Getting Started
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- Identity Provider (IdP): The Foundation of Sastrify Insights
- Integrating HRIS to Enrich Identities & Insights
- Admin Guide: Deploying the Sastrify Chrome Extension
- Admin Guide: Deploying the Sastrify Microsoft Edge Extension
- Manual Installation Guide: Sastrify Chrome Browser Extension
- Manual Installation Guide: Sastrify Edge Browser Extension
- Setting renewal dates & reminders
- Assigning & Modifying Tool Owners
- Uploading & Managing Your SaaS Documents in Sastrify
- Sastrify App Support: Get Help & Give Feedback
- Sastrify's commitment to security and privacy standards
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- Capturing Subscription Details with Contract AI
- Adding a New Subscription Manually
- Slack Integration: Bringing Sastrify into Your Internal Communication
- How to bulk upload your invoices
- Automating Document Uploads via Email Forwarding
- Managing Your Notification Preferences
- Tools and Spend Importer: Bulk Upload & Visualization
- Align vendor names using the Tool Matching feature
- Sunset or delete inactive subscriptions
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- Workflows: Automate procurement processes with consistency
- Requests: Streamline procurement process and internal approval
- Get expert procurement support for new purchases and renewals
- How to submit and track Procurement Requests via Jira Integration
- Scope of service: Custom benchmarking & contract review
- Scope of service: Negotiation & renewal support
- Scope of service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
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- Connecting Your ERP & Accounting Software
- Spend Import: Validate and fine-tune your imported spend data
- How to connect Workday ERP
- How to connect Microsoft Dynamics 365
- How to connect NetSuite
- How to connect Quickbooks
- How to integrate Pleo with Sastrify
- Export spend data from Candis to Sastrify
- Export spend data from Spendesk to Sastrify
- Export spend data from Pleo to Sastrify
- Export spend data from Moss to Sastrify
- Export spend data from DATEV to Sastrify
- Export spend data from Ramp to Sastrify
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- Configure and manage your authentication settings
- Understanding user roles and permissions
- Configuring Microsoft SSO Authentication for Sastrify
- Configuring Okta SSO Authentication for Sastrify
- Configuring JumpCloud SSO Authentication for Sastrify
- Configuring Cisco Duo SSO Authentication for Sastrify
- Configuring OneLogin SSO Authentication for Sastrify
- Configuring Cloudflare SSO Authentication for Sastrify
- Having trouble logging in?
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- ERP & Accounting Integration FAQs
- SSO / IDP Discovery Integration FAQs
- Browser Extension FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Contract AI & Subscription Details FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved Savings FAQs
- Form component guide for Sastrify form builder
- 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?
- Why is contract data essential for benchmarking and negotiation support?
Integrating HRIS to Enrich Identities & Insights Print
Modified on: Thu, 12 Feb, 2026 at 12:44 PM
Integrating Sastrify with your HRIS (e.g., Workday, Personio, BambooHR) transforms employee data into actionable, strategic insights. When combined with data from your Identity Provider—such as Google Workspace, Microsoft Entra, or Okta (a prerequisite for connecting HRIS)—it becomes possible to answer critical questions like: Who is using what?
Modern identity providers like Okta, Google Workspace, and Entra ID serve as the foundation—a single source of truth. Employee data from HR systems enriches these identities with contextual details such as department and cost center.
By matching data from both systems, each identity can be mapped to the corresponding employee, department, and cost center. This enables deeper insights, such as which individuals are using which tools and from which departments. This combined data becomes more reliable, powerful, and valuable, supporting a wide range of analytical use cases.
IN THIS ARTICLE
How to Connect Your HRIS
Requirements:
IdP Dependency: You must have an active Identity Provider (Google, Entra, or Okta) connected to Sastrify first. The IdP serves as the "source of truth" that HRIS data enriches.
Admin Access: You need Admin permissions in both Sastrify and your HRIS platform.

To set up a new integration:
Navigate to Integrations > HRIS > Settings.
Select your provider and click Manage > Add New Connection.
Enter and confirm the name of the integration.
- Click Connect to continue.
Follow the guided authentication steps (these vary by provider).
Once connected, your status will appear as “Connected” on the Integrations page, and employee, department, and cost center data will begin populating their respective tabs.

Data Security & Syncing
The integration will retrieve only the following data points:
- Employee data: ID, employeeNumber, firstName, lastName, displayFullName, jobTitle, workEmail, avatar, startDate, terminationDate
- Department data: Name, ID, Parent ID, Manager name, Manager ID
- Team data: Name, ID, Parent ID, Manager name, Manager ID
- Cost Center data: Name, ID, Parent ID, Manager name, Manager ID
We treat your personnel data with the highest level of security.
One-Way Sync: Sastrify reads your HRIS data and reflects the data as provided by the source; it never writes back to or modifies your HR system.
Non-Sensitive Data: Sastrify does not access salaries, bank details, or private performance records.
Initial Sync: The first sync may take a few minutes to up to 120 minutes, depending on the tool and data volume.
Frequency: Data syncs automatically every 3 hours (at minimum once daily).
Encryption: All data is encrypted both in transit and at rest using industry-standard protocols. This dual-layer encryption ensures comprehensive protection of your HR data. The data is used solely for the intended functionality within the Sastrify platform.
IMPORTANT: Only Sastrify Admins can view this organizational data; it is hidden from Viewers and Contributors.Assigning Managers
You can assign managers to departments, teams, and cost centers, providing added visibility and control. This helps finance and procurement teams identify responsible parties at the departmental or cost center level, alongside tool owners for activities like budget reviews, usage audits, and renewal preparations.
Frequently Asked Questions
Please refer to the HRIS Integration FAQ page for a complete list of frequently asked questions
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