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Purpose

This document outlines the full integration lifecycle — from initial review to production launch — so teams know what to expect, who needs to be involved, and how to stay aligned throughout.


Integration Lifecycle Steps

Step 1: Review Requirements

Reach provides:

  • API Specification (Swagger / OpenAPI)
  • Getting Started Guide
  • Responsibilities & Overview documents

Partner reviews the documentation to confirm technical fit and resourcing.

Output: Partner confirms readiness to implement the integration.


Step 2: Implement API Endpoints

Partner builds API endpoints using the Reach API spec:

  • Can use any language or framework
  • Must secure endpoints using supported authentication (e.g., token-based)
  • Endpoints should return accurate, current data in the expected format

Output: API is hosted, secure, and ready for validation.


Step 3: Provide Access to Reach

Partner shares:

  • Base URL for the API
  • Access token or other credentials

Reach configures access and prepares for syncing.

Output: Reach can connect and authenticate successfully with the partner API.


Step 4: Integration Testing

Reach tests:

  • Authentication
  • Sync scheduling and stability
  • Data display in dashboards and reports

Partner tests:

  • Data accuracy and formatting
  • Endpoint reliability

Output: A successful test sync, data verified for integrity and accuracy, and confirmation of data visualization in Reach dashboards and reports.


Step 5: Go Live

  • Enable syncing for live customers (can start with an internal or pilot group)
  • Monitor sync jobs and user experience during initial rollout
  • Teams stay available for issue resolution

Output: Integration is live and available for real users.


Step 6: Ongoing Maintenance & Support

Partner Responsibilities:

  • Maintain API uptime and data accuracy
  • Inform Reach of any upstream system changes that may affect the API response (e.g., internal schema changes, outages)
  • Do not change the structure or behavior of the API without direction from Reach

Reach Responsibilities:

  • Maintain and version the API spec
  • Notify partners of any changes to the spec or integration requirements
  • Monitor data syncing and usage
  • Handle support questions related to syncing, reporting, or how data is displayed

Output: A stable, low-maintenance integration governed by a consistent spec.