Applicable to the following Sastrify plans:


Legacy*EssentialsProPlatinum


* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced", "Professional" or "Enterprise".


IN THIS ARTICLE


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


  1. Start by creating a new export template in Spendesk
  2. Go to Settings > Exports
  3. Go to Custom Export Templates and click on "Create new custom export template".
  4. Select DATEV as the base for your export
  5. Select XLSX as the export format
  6. Click on the "Save new template" button
  7. From the payment list, you can now click on "Download my payments".



How to upload to Sastrify

  1. Access to your Sastrify account.
  2. Go to the Tool Stack section.
  3. Click the "Actions" button on the right hand side of the screen.
  4. Select "Upload".
  5. Upload the export file into the box that says "Accounting Data".
  6. 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. 

  1. Go to Settings > Discovery and find the Email card under the Import Spend Data section.
  2. Click Setup Guide.
  3. The setup page opens with the gateway email address information and setup instructions for Gmail and Outlook accounts.
  4. 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.