Getting Started
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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
- Setup Guide: Sastrify for Microsoft Edge 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
- Getting started guide: Fast and easy way to self-onboard your Sastrify platform
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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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- Configure and manage your authentication settings
- Understanding user roles and permissions
- Microsoft SSO Login Configuration Guide
- Okta SSO Login Configuration Guide
- JumpCloud SSO Login Configuration Guide
- Cisco Duo SSO Login Configuration Guide
- OneLogin SSO Login Configuration Guide
- Having trouble logging in?
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- Browser Extension 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?
Getting started guide: Fast and easy way to self-onboard your Sastrify platform Print
Modified on: Tue, 29 Apr, 2025 at 5:09 PM
Welcome to Sastrify!
Now that you have a full access to the platform, let's make Sastrify work for you
This self-onboarding guide will walk you through all the essential steps to get up and running quickly.
Follow these five simple steps to get the most out of your Sastrify experience.
- Invite Admins of the tools you want to analyze
- Connect your HRIS or employee directory
- Connect your ERP or accounting tool
- Install the browser extension
- Add renewal dates to your tools
✅ Step 1: Invite all the integration admins
Why? Only admins can connect and authorize the integrations required to get things up and running. So we need to make sure the right people are looped in.
Who? Individuals with administrative permission to your organization's HRIS, ERP/accounting, and Google Admin console. (Only if your company's browser is Google Chrome. For Edge, this is not required.)
How to invite new users:
Go to Settings > User & Company Data.
Select the Sastrify Users tab.
Click Invite Users.
Enter the first name, last name, and email of the new user. To invite multiple users, click Add More.
Assign the role as admin.
Click Invite to finalize.
Tip: Share a short internal message explaining why they’re being added.
✅ Step 2: Connect Your HR or Employee Directory (HRIS)
This step must be performed by a user with administrator privileges to your HRIS. Make sure that the person has accepted the new user invitation you created in step 1.Why? One of the biggest problems Sastrify tries to solve is to help companies get a complete view of who is using what within the organization. This step will address the "who" part of the question by importing your employee directory into Sastrify.
How to connect:
- Go to Integrations > HR Information Systems.
- Click the "Manage" button on any of the HRIS cards to open a setup page.
- Click the "Add New Connection" button.
- Enter the name of the integration.
- Click the check mark to confirm.
- Click the "Connect" button to continue.
- You will be redirected to a guided connection page of your chosen HRIS, where you will be directed to complete a series of steps to authenticate and establish the connection (different HRIS tools will require different sets of information for establishing a successful connection).
- You will be redirected back to Sastrify's HR Information Systems page, where you can see that the software you selected now has an active connection.
A detailed step-by-step setup guide is available in this article and FAQ page.
✅ Step 3: Connect Your ERP or Accounting Tool
This step must be performed by a user with administrator privileges to your ERP/accounting software. Make sure that the person has accepted the new user invitation you created in step 1.Why? This step is to set up an integration that will allow you to automatically visualize and generate a subscription list of your active SaaS tools used by your organization along with their spend information.
How to connect:
- Go to Integrations > Discovery.
- Click the "Manage" button on any of the ERP & accounting software cards to open a setup page.
- Click the "+ Add New" button located in the lower right corner of the page to create a new integration.
- Enter the name of the integration, or you can use the default name set by the system.
- Click the check mark to confirm.
- Click the "Connect" button to continue.
- You will be redirected to the login page of your chosen ERP or accounting software, where you will need to log in.
- Establish the connection by granting Sastrify permission to connect.
- You will be redirected back to Sastrify's Discover page, where you can see that the software you selected now has an active connection. If you click on the "Manage" button, you will see that the integration is now displayed as Connected, indicating that the connection is now active.
A detailed step-by-step setup guide is available in this article and FAQ page.
✅ Step 4: Install the Sastrify Browser Extension
Only if your organization is using Google Chrome, this step must be performed by a user with Google Admin access. Make sure that the person has accepted the new user invitation you created in step 1.Why? This step allows you to get full visibility on your shadow IT and actual software usage across your organization to identify unsanctioned and underutilized tools.
How to install:
- Go to Integrations > Discovery.
- Under "Browser Extension Integrations", find the connection card and click Enable.
- Select one of the two deployment options: Admin Install or Manual Install.
- Click the "Next" button to proceed.
- Click "View Instructions", and follow the on-screen instructions to complete the setup.
- Select the users or employees you want to install the browser extension for by ticking the checkboxes.
- Click "Notify" to notify employees with specific step-by-step instructions on how to log in and activate the browser extension.
Tip: Roll it out gradually to high-usage teams (e.g., Marketing, Sales, Engineering). Also, since this browser extension sits on each of your employees' browsers, the full installation process requires activation by each individual, and we recommend that you closely monitor the activation progress to ensure full adoption.
For Google Chrome, a detailed step-by-step setup guide is available in this article.
For Microsoft Edge, a detailed step-by-step setup guide is available in this article.
✅ Step 5: Add Renewal Dates to Your Tools
How to set renewal dates & details:
- Go to Inventory > Tool Stack.
- Select any tool or subscription in your tool stack to open its subscription details page.
- Select the "Summary" tab.
- Click "Edit Details" to set or modify it.
- Enter the start and end dates.
- Set the renewal frequency.
- Define whether the subscription is auto-renewed.
- If there is an auto-renewal, select an appropriate cancellation period.
- Click "Save Changes" to complete.
A detailed step-by-step setup guide is available in this article.
You're All Set!
Once you’ve completed these five steps, your Sastrify platform will be fully functional and ready to uncover cost-saving opportunities, optimize your SaaS stack, and ensure compliance at every step
Need help?
Check out our knowledge base or reach out to support by clicking on the "App Support" link in the bottom left corner of your platform.
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