Cost Control & Spend Management
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- Set up and populate your SaaS stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Set Renewal Dates & Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
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- 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 tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
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- 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
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- Get Expert Procurement Support for New Purchases and Renewals
- 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
- Control your cloud costs with SastriCloud
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- 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?
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- 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
Import spend data from Spendesk to Sastrify Print
Modified on: Mon, 8 Apr, 2024 at 12:36 PM
Applicable to the following Sastrify plans:
| Legacy* | Essentials | Pro | Platinum |
|---|---|---|---|
| ✔ | ✔ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
IN THIS ARTICLE
- What is this knowledge base article for?
- How to export data from Spendesk
- How to upload to Sastrify
- How to forward file using Email Importing
What is this knowledge base article for?
This article is intended to guide our Spendesk users on how to export their spend data from Spendesk and import it into Sastrify as an accounting export file. By uploading the accounting export generated from Spendesk, Sastrify can set up and populate your tool stack and spend data (for initial setup). You can also upload the spend at regular intervals (e.g. monthly or quarterly) to ensure that your spend data is always current and updated.
How to export data from Spendesk
- Start by creating a new export template in Spendesk
- Go to Settings > Exports
- Go to Custom Export Templates and click on "Create new custom export template".
- Select DATEV as the base for your export
- Select XLSX as the export format
- Click on the "Save new template" button
- From the payment list, you can now click on "Download my payments".
How to upload to Sastrify
- Access to your Sastrify account.
- Go to the Tool Stack section.
- Click the "Actions" button on the right hand side of the screen.
- Select "Upload".
- Upload the export file into the box that says "Accounting Data".
- Click "Save" to finalize the upload process.
How to forward file using Email Importing
In addition to uploading the accounting export file using the traditional method, you can also forward it using the email import feature available in the platform.
- Go to Settings > Discovery and find the Email card under the Import Spend Data section.
- Click Setup Guide.
- The setup page opens with the gateway email address information and setup instructions for Gmail and Outlook accounts.
- Use the gateway email to forward the accounting export to Sastrify.
Once uploaded, our system will process the file and set up the list on your Sastrify platform. Please allow 3-5 business days for processing time, which includes getting the data up to checking and validation work.
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