To add services to your account, start by navigating to Services > All Services. Proceed by carrying out either of the 4 described methods below.
Adding services to Substly can be completed through various methods, depending on you what fits your situation best.
Method 1 - New Integration with Active Directory
Method 1 - New Integration with Active Directory
This method works best for new accounts that have not yet integrated with their AD.
In the top left corner, select Add Services > Via integrations
Select either Google Workspace or Microsoft Entra ID
Run a sync with either AD and follow the steps in order to integrate services from your AD into Substly
Method 2 - Existing integration with Active Directory
Method 2 - Existing integration with Active Directory
This method works best for accounts that have an active integration with their AD.
In the top left corner, select either Google Workspace or Microsoft Entra ID
Continue by selecting which Services you would like to sync from your AD
Method 3 - Quick Add
Method 3 - Quick Add
This method works best for accounts looking to add users without an AD integration.
In the top left corner, select Quick Add
Search for a service
If the service is active in Substly's vendor database, select Add
If the service isn't found, select Create new. Type in Service name and Website URL to create service.
To quickly bulk add services, select Add Services > Browse Services and repeat the previous steps
Method 4 - Transactions Import
Method 4 - Transactions Import
This method works best for accounts that also want to upload transaction data to respective services.
In the top left corner, select Add Services > Transactions import
Select New Import
Follow the given instructions and import a file in accordance to the file requirements
Read this for more information one how you upload a bank or card statement