Data - Syntage

The Data section contains the structured records and original files retrieved from datasources. Use it when you need to validate a report, audit a source record, download a document, or build a more detailed analysis.

Open an entity’s data

Open All Entities.
Select the entity by RFC or legal name.
Open Data.
Use the left navigation to move between datasource sections.

Data appears after the corresponding extractions finish.

Common data sections

Section	What you can find
Invoices	Issued and received CFDIs, status, dates, counterparties, tax details, totals, XML files, and PDFs
Invoice line items	Product and service descriptions, quantities, unit codes, taxes, discounts, and totals
Payments	Payment complements for PPD invoices, payment dates, payment method, previous balance, amount paid, and remaining balance
Retentions	Withholding certificates issued or received by the entity
Tax returns	Annual, monthly, provisional, and RIF returns, plus receipts, PDFs, payment proofs, and Excel files where available
Tax status	Constancia de Situación Fiscal files and SAT identity information
Tax compliance checks	Opinión de cumplimiento result and PDF
Electronic accounting	Accounting files retrieved from SAT where available
RPC	Commercial registry filings, corporate acts, and related PDFs
RUG	Guarantee records and related documents
BIL	Legal incident report output when requested
Buró de Crédito	Credit bureau report data and files when authorized and extracted

Find documents

Use the Files area inside each data section to download source documents.

Document type	Where to look
Invoice XML or PDF	Data > Invoices > Files
Payment or retention files	Data > Payments or Data > Retentions
Annual or provisional return files	Data > Tax returns > Files
Constancia de Situación Fiscal	Data > Tax status > Files
Opinión de cumplimiento	Data > Tax compliance checks > Files
RPC, RUG, or BIL documents	Open the relevant public records section and expand the record details
Buró de Crédito PDF	Open the Buró de Crédito section and review the files

Export data

Use exports when you need data outside Syntage in CSV, Excel, PDF, or another supported format.

Create the export from the relevant report or data section.
Open Exports.
Review the export status, file name, details, and available downloads.
Download the file when the export is finished.

Exports do not consume extractions because they only package information that has already been retrieved.

Notifications

Syntage sends notifications for selected events, including entity onboarding, first-time extraction completion, export completion, and monitoring events. Notification preferences are user-specific. Each user can review them from Notifications.

​Open an entity’s data

​Common data sections

​Find documents

​Export data

​Notifications

Open an entity’s data

Common data sections

Find documents

Export data

Notifications