Connect Spendesk to Trelica
Trelica helps you track and optimize your SaaS subscription spend by syncing directly with your Spendesk data. Connecting the two tools lets Trelica pull your Spendesk spend automatically once authorized.
For: Account Owners on any Spendesk plan.
Before you start
Requirement | Detail |
Role | Account Owner credentials are required to authorize the connection on Spendesk. |
Trelica access | Admin access to your Trelica account. |
Plan | Available on all Spendesk pricing plans. |
💡 Tip: Complete this connection from a computer, since the authorization pop-up may not display correctly on mobile browsers.
Step-by-step instructions
Log into your Trelica account.
Navigate to Integrations.
Click the Spendesk logo.
Click Connect.
Log into Spendesk using your Account Owner credentials.
Select the Spendesk entity you want to connect in the pop-up.
Click Authorize.
Expected results
You're redirected back to Trelica, and your Spendesk account is now connected. Once the synchronization process completes, your SaaS spend appears in Trelica.
Troubleshooting
Symptom: After clicking Connect, Trelica asks you to manually enter API data instead of showing the Spendesk login pop-up.
Cause: The OAuth authorization flow between Trelica and Spendesk did not trigger the redirect to the Spendesk login page.
Resolution:
Confirm you have Account Owner access on Spendesk and admin access on Trelica.
Refresh the Integrations page in Trelica and click Connect again.
If the login pop-up still doesn't appear, contact Spendesk support with a screenshot of the screen you're stuck on, so the team can investigate the connection request.
👥 Roles: Only an Account Owner can authorize the connection to Spendesk. Other roles won't see the Authorize option.
When to contact support
Contact Spendesk support if:
The Spendesk login pop-up never appears after clicking Connect in Trelica.
Your SaaS spend doesn't appear in Trelica more than 24 hours after synchronization.
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