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How do I add entities to Syntage?

Use All Entities and click Add entity for dashboard onboarding. The exact flow depends on the datasources you select.
  • Public datasources can be requested with entity information such as RFC or legal name.
  • Private datasources require the entity to authorize access through an onboarding link or another supported authorization flow.
For detailed steps, read Entities and onboarding.

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Can I consult data without entity authorization?

Yes, when the data comes from public datasources. Examples include RPC, RUG, BIL, SAT certificate lookup, and background checks. Private datasources such as SAT and Buró de Crédito require authorization from the entity.

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Can entities onboard with e.firma?

Yes, if e.firma onboarding is enabled for your organization. If you do not see the option, contact your CSM or Syntage Support to request access.

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How do I know if an entity completed onboarding?

Use SAT Credentials to review SAT onboarding attempts:
  1. Open SAT Credentials.
  2. Filter by RFC.
  3. Review the credential status and creation date.
If the credential is valid, the entity completed the SAT credential flow successfully.

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Why does the entity not appear after successful validation?

The entity may already exist. If an entity was previously created, a new onboarding attempt does not change the entity’s original creation date, so it may not move to the top of the entity list. Filter All Entities by RFC to find it directly.

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Why can’t an entity complete SAT onboarding?

If the registration flow reports that the RFC or password is incorrect, check:
  • The RFC is correct.
  • The CIEC password is correct.
  • The CIEC password has at least one letter and one number.
  • The CIEC password has 8 to 20 characters.
  • The entity is not entering the e.firma password in the CIEC flow.
  • e.firma portable is not enabled.
If your organization supports e.firma onboarding, make sure the entity is using the right onboarding option.

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Why can’t I refresh SAT data for an existing entity?

The SAT credential may have become invalid. This can happen if the entity changes the SAT password or if e.firma access expires. To check:
  1. Open All Entities.
  2. Open the entity’s status details.
  3. Look for a SAT credential status such as invalid credential.
If the credential is invalid, share the onboarding link again so the entity can update access.

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Do SAT credentials expire?

CIEC access does not have a fixed expiration date, but it stops working if the entity changes the SAT password. e.firma validity is determined by SAT. When the e.firma expires, the entity must complete onboarding again with updated e.firma files.

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How do I change the registration page branding?

Administrators can update onboarding branding from Entity Onboarding. Common settings include organization display name, privacy notice URL, logo, button color, and e.firma availability.