This document outlines the division of responsibilities between Reach Reporting and our integration partners. By clearly defining each side’s role, we aim to ensure smooth implementation, reduce back-and-forth, and minimize long-term maintenance.
Your team is responsible for the following:
- Build and host a small set of endpoints following the Reach Reporting API spec.
- Expose relevant data (e.g., company metadata, financial metrics) in the expected format.
- Keep the API hosted, accessible, and available on a consistent schedule for Reach to consume.
- Secure your API using OAuth 2.0.
- Reach will authenticate using customer-specific access tokens.
- Ensure the data exposed is current, accurate, and aligned with what customers expect to see.
Reach Reporting is responsible for:
- Maintain a stable, well-documented API spec to guide your implementation.
- Handle authentication, schedule data syncs, and manage error recovery.
- Once data is fetched, map it into our system and make it available in reports, dashboards, and exports.
- Monitor sync jobs and flag errors.
- Contact you with relevant context if issues arise for resolution.
| Area | Notes |
|---|---|
| Testing | Both parties validate the integration before go-live. The partner ensures the API returns accurate data, while Reach verifies that data is syncing correctly and appears as expected in reports. |
| Customer Support Alignment | Support responsibilities depend on the issue: • Data-related (incorrect/outdated data): Partner investigates and corrects API data. • Sync-related (data not appearing or refreshing): Reach resolves. • Reporting/display behavior (how a value is shown or charted): Reach supports the customer directly. |
| Change Communication | Both teams commit to timely communication about changes to data models, APIs, or authentication requirements. |