How to get started with Software Management

When you first access Software Management, you'll choose how to onboard your applications. There are three onboarding paths available: manual entry, bulk CSV import, or connecting your Identity Provider.

In this article

• How to onboard an application
  • Option 1: Manual entry (free)
  • Option 2: Bulk CSV import (free)
  • Option 3: Request a software purchase
• Next steps

How to onboard an application

Option 1: Manual entry (free)

Details

• No SKU required
• You won't see usage data or AI insights
• You can still track renewal dates and contract costs
• You can add as many applications as needed, one at a time

Setup

1. Go to IT > Software Management in your admin panel
2. Click the Manage applications button (top right)
3. From the dropdown, select Add
4. An "Add application" modal opens with a 3-step wizard. First, set up application details:
   • Application field (required): Dropdown to search or select the application name
   • Owner field (optional): Dropdown to select the person responsible for this application. Note: Owner requires a "Client" role.
   • Department field (optional): Dropdown to assign this application to a department

1. Click Next.
2. Set up contract information:
   • Upload contract (optional): Drag and drop or click to upload. Supported formats: PDF, PNG, JPG. Maximum file size: 10.49 MB
   • Billing currency: Dropdown (default: USD US Dollar)
   • Contract value: Text field to enter the total contract cost (required for tracking)
   • Renewal frequency:
     • Monthly
     • Quarterly
     • Yearly
     • Does Not Renew Automatically (for fixed-end contracts)
   • Renewal date: Date picker to select when the contract renews (or expires)
   • Cancellation notice (days): Text field for the number of days' notice required to cancel

1. Click Next.
2. Review and confirm the summary of the application details and contract information you entered. Each section has an Edit button to go back and change any fields if needed.
3. Review the information
4. Click Add to save the application

The application is now added to your Approved list and appears in the Applications tab.

Option 2: Bulk CSV import (free)

Details

• No SKU required
• Speeds up initial setup for multiple applications
• You'll still need to enter (or have entered) renewal details manually

Setup

1. Go to IT > Software Management in your admin panel.
2. Click Manage applications.
3. From the dropdown, select Import.
4. A full-page Upload CSV wizard opens:
   1. Click View guidelines button to see the recommended field specs
   2. Click Download bulk import template to get a pre-formatted CSV file
   3. Upload your CSV file (max 10 MB, max 1,000 rows, CSV only)
   4. Click Continue

5. Set up column mapping:
   1. The system auto-detects and maps your CSV columns to Software Management fields
   2. You can correct any mismatched columns if needed
   3. Review the mapping table
   4. Click Continue

6. Match applications:
   1. A table shows which applications from your CSV will be imported
   2. Click Continue

7. Review and import:
   1. Read through the final summary of the import (number of apps, fields populated, etc.)
   2. Click Import to complete. By importing, you confirm these details are accurate.

After import

• Imported applications are added to Apps to review status (not automatically approved)
• You must review and confirm each app separately using the Review flow
• Contract details (renewal date, contract value, etc.) are pre-filled from your CSV and can be edited if needed, they are not locked.
• Once reviewed, apps move to "Approved" status

Option 3: Request a software purchase

Details

• Purchasing software is separate from managing software in your inventory

Setup

1. Go to IT > Software Management in your admin panel
2. Click Manage applications.
3. From the dropdown, select Purchase.
4. You're directed to IT > Catalog (the Deel software purchasing page).
5. Browse available software products (e.g., Aikido Security, Notion, etc.). Each product shows available pricing plans.

1. Click Request a quote on the plan you're interested in.
2. Complete the quote request form.
3. Your IT team will follow up with pricing and next steps.

Next steps

After choosing your onboarding path, you can:

• Connect an Identity Provider to unlock app discovery and usage insights 
• Manage your applications and renewal dates
• Configure notifications
• View user activity (if Identity Provider is connected)