Help: PitchBook Premium Connector: Samaya AI setup guide
Overview
When you want to use both PitchBook and Samaya, switching between platforms can add unnecessary steps. The PitchBook Premium Connector streamlines this by enabling secure, direct access to PitchBook data within Samaya.
This article outlines the requirements and steps for setting up the connector, enabling Samaya to reference PitchBook data within your workflow.
Access and authentication
To connect and use the PitchBook Premium Connector, you need:
- A seat-based, unlimited, or PitchBook trial license.
- Single sign-on (SSO) credentials. For more information about PitchBook’s SSO steps, visit our Help Center article Getting started with single sign-on (SSO).
Samaya connection steps
1. Open a chat in Samaya and click your initial in the bottom left corner.
2. Click Connectors.
3. Next, the connectors library opens. Find PitchBook and turn the toggle on.
4. In the pop-up window, click Open Window and log in to PitchBook when prompted. Once you log in, your Samaya account is linked to PitchBook, giving you access to PitchBook data within your workflow.
Helpful links
Check out the articles below for more information on PitchBook Premium Connector.