For Jira users, Sastrify is equipped with an integration that connects the two apps, whose function is to allow tool owners to create and manage procurement support requests directly from their Jira environment without needing to log into Sastrify. 

Key features and benefits:

• Seamless Sastrify Integration in Jira—Tool owners can create procurement requests directed toward Sastrify IT buyers in Jira, just as they would via the Procurement Support page in the Sastrify platform.
• Real-Time Status Tracking—Monitor request progress directly in Jira with Sastrify’s workflow statuses (Open, In Progress, Pending, Closed), ensuring complete visibility into every stage.
• Bi-Directional Communication—Comments and updates made in either Jira or Sastrify sync instantly, keeping all stakeholders informed and aligned across both platforms.

Installing 'Sastrify For Jira' App

Connection requirement: A person installing the app must have the admin rights in both Jira and Sastrify. 

1. Open your Jira environment and navigate to the Marketplace section.
2. In the search bar, type “Sastrify for Jira”.
3. Alternatively, you can go directly to the app page using this link: Sastrify for Jira on Atlassian Marketplace.
4. Click on the Sastrify for Jira app tile to open the details page.
5. Click “Get It Now” to start the installation process.
6. Choose the Jira site where you want to install the app.
7. Click “Install” to complete the installation.
8. Once installed, the app will appear in your list of installed Marketplace apps.
9. Navigate to the Jira board where your procurement workflow resides.
10. Open a new Jira ticket. Under the Activity section, select the Sastrify Support tab and click “Connect”.
11. You will be redirected to the Jira Integration page in your Sastrify platform.
12. Click “Connect” again to complete the integration setup.
13. The integration is now fully set up and enabled.

Involving Sastrify or requesting procurement support from Jira

Now with the Jira integration enabled, go back to your Jira board and open a ticket:

1. Under the 'Activity' section, select the 'Sastrify Support' tab and click 'Involve Sastrify'.
2. Enter the use case by specifying the type of request and involvement you require, e.g., renewal negotiation or price benchmark request, and whether it is for a new purchase or an existing tool. A good example will look like this: New Purchase—Negotiation Support or Existing Tool—Price Benchmark.
3. Enter the name of the tool and the details of the request. 
4. Details can include information, such as the background context or information related to the request, budget constraints, license requirements, product, and level you are looking to buy, and so on. The more complete, the better!
5. Select and include attachments, such as relevant contracts or recent quotations.
6. Finally, click 'Submit' to send your request.
7. Once complete, an issue representing a new support request will be created and listed in your Jira board. Subsequently, the same request will also be listed on the Procurement Support page within your Sastrify platform.
8. Interact with Sastrify or the assigned IT buyer by using the comment field under the "Communication" section of the page.

Ensuring a smooth procurement support process

To provide the best service and enable our IT buyers to process your request efficiently, please ensure the following:

• Upload & attach all relevant documents—this includes contracts, quotes, proposals, invoices, or any other supporting files that aid the procurement process. 
  
  Jira does not support uploading documents through comments, so files must be added directly to the ticket using the attachment function. Any attachment added to a Jira request linked to a Sastrify Procurement Support request will be automatically shared with Sastrify.
  
  

• Provide complete and accurate information—fill out all required fields clearly and precisely to avoid delays.

With a well-prepared request, our team can begin processing immediately, reducing unnecessary back-and-forth communication and expediting resolution. Each procurement support request also includes a status update, keeping you informed of its latest progress.

• Open—Assigned when the request is initially created.

• In Progress—Indicates that the request is actively being processed.

• Pending—Requires action from the customer before proceeding.

• Closed—The request has been resolved and remains in the tracking table for reference.