Setting up your first Destination sync

Note: At this time, the only Destination that SaaSync has publicly available is ChartMogul.

As a reminder, SaaSync has a concept of Sources and Destinations.  The Source will always be the billing or accounting system.  The Destination is the system where you would like to have your data sent.

At this point you should have created a SaaSync account and optionally connected your first data Source.  You can now add your first Destination sync.

CleanShot_2022-02-14_at_09.25.31_2x.png

You can now choose your destination from the section Setup Your First Destination or you can click on the empty box with a + sign under the section Destinations.

Upon selecting the Destination system that you desire to sync to, you will be asked for authentication credentials for that system.  Each system is slightly different in how they support authentication.

Note: You can add more than one Destination system.  After completing setup of the first system you can then setup a subsequent system.

 

Next Steps

Getting Started with ChartMogul

 

Still need help? Contact Us Contact Us