Discovery Sources


In order to to make effective use of the SaaS Management Platform (SMP), you need to set up Discovery Sources and Integrations that can provide SaaS expenses and utilization metrics.

There are two main ways to bring SaaS data into SMP, via Discovery Sources or Integrations.

Connecting to a Discovery Source will allow you to discover all of the SaaS applications in your portfolio and identify expenses that relate to these services. The main types of Discovery Sources are financial systems. However, there are other types as well.



It is very important to connect as many of Discovery Sources as possible as they ensure that a successful discovery process takes place and that all of the Shadow IT is detected.

Setting Up Discovery Sources

  1. Access the "Discovery Sources" page by clicking on the Settings gear icon in the top right corner.
  2. Click the "Discovery Sources" menu item on the left-hand side.
  3. From here, you will be able to browse and set up various Discovery Sources as needed.
  1. Click the "Connect to" button in the connector section and choose a connector. A popup will appear with further instructions and documentation on how to set up the connector.

Available connector types

  • Single Sign-On & CASB Systems
  • Financial Systems
  • Expense Management
  • Credit Cards
  • Contract Management Systems
  • HRIS Systems



If Discovery Sources are not set up or not set up correctly, expense information for your SaaS services will not be available.

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