This feature ensures seamless data flow by matching your organization's SaaS subscriptions in Sastrify with those from your connected ERP/accounting software.


Sastrify’s matching algorithm automatically compares vendor names from its extensive SaaS database with those retrieved via integration. Any unmatched vendors can be manually linked, giving you full control. You can also choose to ignore non-SaaS/IaaS vendors.

IN THIS ARTICLE

How to access & use tool matching


To access Tool Matching, go to your Inventory > Spend Import > Tool Matching


The feature comprises three sub-pages that categorize the types of matching states: Unmatched, Matched, and Ignored.



1. Unmatched

This tab lists SaaS products or vendors with an "Unmatched" status. Possible reasons include:

  • Naming differences between Sastrify and your ERP/accounting software.
  • Newly created products or vendors not yet in our 20,000+ vendor database.
  • Non-SaaS vendors appearing in the data.


To resolve this, manually match vendors to your tool stack using the drop-down menu or create a custom subscription.



If a vendor is not part of your tool stack, you can choose to ignore it by clicking the "Ignore" button, which will move it to the Ignored tab.


 

2. Matched

This list displays SaaS products or vendors successfully matched to your tool stack, indicated by the "Matched" status. If any mismatches are found, you can update or reassign them using the drop-down menu.


3. Ignored

This tab contains all the vendors or tools that were marked as "Ignored" in the previous tabs. You can restore any of them by clicking the "Restore" button located on the right-hand side.



Frequently Asked Questions


Q: Does Tool Matching work with vendors identified through the SSO Discovery Integration?

A: No, Tool Matching is specifically designed to support ERP and accounting integrations. See below. 



Q: Why do I need to match vendors manually?

A: While Sastrify automatically matches the majority of vendors, there are some edge cases where a match can't be made. In these cases, manual review is necessary to ensure accuracy.


Q: What happens if I don’t match a vendor?

A: If no match is found, the integration data cannot be assigned to the correct subscription in Sastrify. To ensure accurate data flow for legitimate SaaS tools, we recommend completing the matching process. If a vendor isn't relevant, you can select the "Ignore" option.


Q: What does “ignore” mean?

A: Ignoring a vendor means that no data related to that tool will be imported, and you will no longer be prompted to match this vendor. This action can be undone if needed by clicking the "Restore" button.



Q: Is anything automatically matched?

A: Yes, most vendors are automatically matched. If a new tool is detected by your active integration and doesn’t already exist in your Tool Stack, Sastrify will automatically create and match it.


Q: I cannot find the corresponding tool in the drop-down menu. What should I do?

A: Don’t worry! You still have the option to create a custom subscription. This will create a new subscription in your Tool Stack and move the respective line item to the Matched tab.