Please make sure you are using a Chrome browser before executing the steps listed in this guide.

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    • Step-by-Step Guide

Step-by-Step Guide

Step 1. Install the Latchel Data Sync Chrome Extension. Go to the Latchel Data Sync Chrome extension page here and click on Add to Chrome.

Step 2. Enable the Latchel Data Sync Chrome Extension to be used in Incognito Mode. Go to chrome://extensions/ and find the Latchel Data Sync extension. Click on Details.

Step 3. Scroll down to the “Allow in Incognito” Mode and turn this ON (toggle should be positioned to the right).

Step 4. Once successfully installed, the Latchel extension will appear at the top right-hand side of the Chrome browser.

Step 5. Click on the Latchel extension and log into it using your Latchel login credentials. To reset your password, click here.

That’s it! The next steps will need to be completed with the Latchel’s Customer Success team. Please let your onboarding representative know that you have completed the steps in this guide.

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