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Integrate with SaaS applications

Create an integration profile to view software usage information and optimize stale licenses.

A SaaS integration profile pulls your company's software usage information from the software vendor. This information includes a list of all users and identifies which users haven't recently used the software.

You can create an integration profile for the following SaaS applications:

Box
DocuSign
Dropbox
G Suite
Jira
Salesforce
Webex Meetings
Zoom

You can also create integrations for Adobe Cloud and Microsoft Office 365. For more information, see Microsoft Office 365 integration and Software Asset Management publisher pack for Adobe.

If you want to integrate with a SaaS application that is not on this list, you can create a custom integration profile.

Warning: If you encounter the User activity can only be analyzed within 60 days of today error message while creating an integration profile, use the following procedure to clear the error message:

Right click the form header of the Integration Profile form.
Select Configure > All.
The Configurations for Integration Profiles page opens.
On the Business Rules tab, search for and select the Validate event horizon business rule.
The Business Rule form opens.
On the form, de-select the Active option.
Click Update.

The SaaS integration automatically creates a software model and a reclamation rule for the software. Always review the reclamation rule to make sure that reclamation candidates are identified using the criteria you want.

After reviewing the reclamation rule, create a software entitlement to track purchased licenses and cost.

Figure 1. Integrating with SaaS applications

After following this process, you're ready to start reclaiming unused licenses to reduce software costs for your company.

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Integrate with SaaS applications

Create an integration profile to view software usage information and optimize stale licenses.

You can create an integration profile for the following SaaS applications:

Box
DocuSign
Dropbox
G Suite
Jira
Salesforce
Webex Meetings
Zoom

You can also create integrations for Adobe Cloud and Microsoft Office 365. For more information, see Microsoft Office 365 integration and Software Asset Management publisher pack for Adobe.

If you want to integrate with a SaaS application that is not on this list, you can create a custom integration profile.

Warning: If you encounter the User activity can only be analyzed within 60 days of today error message while creating an integration profile, use the following procedure to clear the error message:

Right click the form header of the Integration Profile form.
Select Configure > All.
The Configurations for Integration Profiles page opens.
On the Business Rules tab, search for and select the Validate event horizon business rule.
The Business Rule form opens.
On the form, de-select the Active option.
Click Update.

After reviewing the reclamation rule, create a software entitlement to track purchased licenses and cost.

Figure 1. Integrating with SaaS applications

After following this process, you're ready to start reclaiming unused licenses to reduce software costs for your company.

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