Can't find your accounting system? No worries. You can upload your payment information to SaaS Management using a .csv file. After SaaS Management has parsed your data, you can view your organization's software subscriptions in the application, allowing you to make informed decisions on upcoming renewals and redundant applications to help you reduce your SaaS spend.
Before you upload a file, we recommend you contact your Customer Success Manager (CSM), so we can advise you on the best process for your organization.
Use our CSV template to upload custom payment information. The Payment Name, Date, and Price columns are required. Adding more information to the file will increase the information available in SaaS Management.
Currency defaults to USD. If you want to use a different currency, include the value in the Currency column.
Uploading your Payment CSV file
- From the SaaS Management navigation menu, select Integrations.
- Select the Payment CSV Upload tile.
- Select Add Integration.
In your file browser, find the CSV file and select Open.
After you've uploaded your CSV, it can take up to 24 hours for SaaS Management to parse your data. You'll receive an email when your SaaS spend data is live in the dashboard.