1
Sign in
Sign in with a passwordless magic link. No passwords to manage.
2
Set up your organization
Create your organization and invite your team with a join code.
3
Connect your CRM
Connect Salesforce or HubSpot through OAuth, or upload a Salesforce export zip with no connector at all.
4
Review your Golden Layer
Check how your source mapped onto Syntaxia’s model and settle what needs a decision.
5
Ask SyntaxIA
Ask questions about your reconciled data and change workspace settings from the chat.
Get started
Walk through the onboarding flow step by step.
Product guide
Reference material organized by workflow.