Once you have completed an initial triage of your App inventory, it’s time to connect Trelica to other data sources so that you can form a complete picture of SaaS usage within your organization.
You can do this by:
- Setting up integrations to finance systems to identify apps you're paying to use.
- Deploying the Browser Extension to identify the business apps that individuals are using.
- Setting up direct integrations to individual apps to import accurate usage data.
You can also use app integrations to automate key SaaS management tasks, such as managing app users and licenses.
Connect Trelica to apps
To view and manage your integrations, navigate to Admin > Integrations. Apps that you have already connected to Trelica are listed first. Search or filter the list to find integrations that are relevant to your organization.
Integration types
You can configure different types of integration according to the type of information you want to import into Trelica.
- Identity Provider (IdP) integrations provide information about the people in your organization together with any apps they are accessing via the IdP. A good example of an IdP integration is Okta. Okta is often used to configure single-sign-on to multiple other apps. By connecting to Okta, Trelica will add all these apps to Trelica's inventory, as well as information about the users that are using these apps.
- Spend integrations import transaction data from finance systems and accountancy tools. This information can help you uncover apps that have been paid for by employees directly (for example, using a company credit card). By associating transactions with individual apps, you can also analyze your SaaS spend.
- Usage integrations are direct integrations to specific apps. These can provide more detail than is available from an IdP. Direct integrations are also useful if you want to import login data to assess usage or manage access to apps that are not accessed via your IdP.
- Contract integrations import purchase order information so that you can extract license details for specific apps. This information is useful for tracking app licenses and renewals.
- Employee integrations provide data from HR systems, such as employees' start dates, leaving dates, and their departments or teams. This data is combined with information from your IdP and used to populate the People directory. This information is useful when automating employee onboarding and offboarding with Trelica, and for reporting on SaaS spend by department.
- Asset integrations provide details about IT hardware, including the location, age and assigned user. You can use this information to manage replacement or reconditioning of assets and to ensure they are returned when individuals leave your organization.
Setting up a new integration
To connect to a new app, navigate to Admin > Integrations, find the relevant app and click the app icon. Then click Connect and follow the instructions. We recommend that you use a dedicated account, rather than your existing user account, for each integration. If you have more than one instance of the same app, you can add multiple instances to Trelica. For more information, see Grant Trelica access to apps and other articles in the Integrations section.
If you do not have access to an app that you want to connect to Trelica, you can invite the app owner or IT admin to set up the integration. For more information about adding owners and IT admins, see Managed apps.
If you have any problems connecting with an app or you can't find an app you need, please contact Trelica Support and Customer Success.
Use the Browser Extension to identify apps
The Trelica Browser Extension runs in the background of an employee's web browser and detects any business apps that they access. The Browser Extension then reports this information to Trelica where it is added to the App inventory.
You can use the Trelica Browser Extension to:
- Identify apps that have not been detected by your IdP integration. This can help you identify apps that individuals or teams are procuring directly and which may provide opportunities to consolidate spending, or to identify a potential security risk.
- Collect more accurate usage data for apps that users are logging in to using OpenID Connect, such as a "Sign in with Google" option. You can then use this information to assess app usage and optimize app license allocations.
Learn more about the Browser Extension.
Next steps
Once you have populated Trelica with relevant data and connected the apps that you want to manage directly, you can use Trelica to:
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Automate employee onboarding to ensure individuals have access to the right apps.
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Automate employee offboarding to ensure individuals' access to apps is revoked when they leave.
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