Tool Stack 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) discovery integrations
- Admin Setup Guide: Sastrify for Chrome Browser Extension
- End User Guide: Add & activate Sastrify for Chrome Browser Extension
- Set renewal dates & reminders
- Assign and modify tool owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your fingertip
- Sastrify's commitment to security and privacy standards
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- Google Workspace SSO integration for subscription discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary tab for storing your subscription details
- Use discovered page to detect new 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 subscription on the go
- How to bulk upload your invoices
- Forward your SaaS documents via email
- Change notification preferences
- A quick glance at your stack using the overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Sunset or delete inactive subscriptions
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- Get expert procurement support for new purchases and renewals
- Create procurement support using Sastrify - Jira Integration
- Scope of service: Custom benchmarking & contract eview
- 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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- Usage Analytics: Full visibility into usage and cost optimization
- How to integrate Pleo with Sastrify
- Spend Import: Validate and fine-tune your imported spend data
- How to connect Microsoft Dynamics 365
- How to connect Netsuite
- How to connect Quickbooks
- 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
- Zoom usage integration guide
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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
- 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?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
Align vendor names using the Tool Matching feature Print
Modified on: Fri, 21 Mar, 2025 at 5:45 PM
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.
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