Connect a source

A source is one of your CRMs, like Salesforce or HubSpot, plugged into Syntaxia. Most sources connect through OAuth: you authorize the connection, name it, and let the first sync run. If you have a Salesforce export zip instead of connector access, you can upload it and skip OAuth entirely. Once the source card on your command center turns green, you are ready to discover an ontology. This guide walks through your first connection. For per-connector details and troubleshooting, see the connectors overview.

​

Before you start

• You are signed in to Syntaxia.
• You belong to the Data Ops function. Adding sources is a Data Ops action. See Functions if you need to add yourself.
• You can sign in to the source platform you plan to connect, with permission to authorize a third-party integration. The exact role varies by platform; the per-connector pages list specifics.

​

Pick a connector

From your Data Ops command center, click Add Source. The connector picker lists every supported source. Expand the card for the connector you want.

​

Name the connection

Enter a connection label. The label is what you see on the command center, so make it specific.

• Good: Salesforce - Production, HubSpot - EMEA, Pipedrive - SDR Team
• Less good: My CRM, Source 1

You can rename the source later, but a clear label saves headaches when you connect more than one instance of the same CRM.

​

Authorize Syntaxia

Click Connect. Syntaxia opens a secure authorization window hosted by our managed pipeline partner, then redirects you to the source platform’s OAuth flow. You will:

1. Sign in to the source platform if you are not already signed in.
2. Pick the right account, tenant, or portal if the platform asks.
3. Review the requested scopes and approve the integration.

Syntaxia receives an OAuth grant from the source platform. We never see or store your password. When you approve, you are redirected back to your Syntaxia command center. The new source card appears with status syncing.

​

Wait for the first sync

The initial sync pulls a full snapshot of your data into Syntaxia’s pipeline. Timing depends on how big your CRM is. While the first sync runs, the source card shows a pulsing cyan dot and a Syncing... label. You can leave the page; Syntaxia will keep working in the background.

​

Confirm the source is healthy

When the first sync completes, the source card turns green and the status switches to active. You will see:

• A green status dot.
• The total record count, broken out by object.
• The time of the most recent sync.

If the card moves to error or stays in authorizing, see the troubleshooting section on the per-connector page.

​

Next steps