​
Data Sharing Methods

Reach can collect your business data in several ways:

​
API Integration

For a complete real-time implementation, Reach provides a comprehensive API that allows you to create and edit records for pre-defined schemas. See the API Reference for currently available endpoints.

​
Database Queries

You can share access to a database view with Reach, and Reach will query your database on a schedule to get any new transactions/invoices/contracts. This approach is:
  • Low effort to implement
  • Managed by the Reach team
  • Useful for batch processing / Ingesting Historical Data

​
Best Practices

  • Send data as close to real-time as possible
  • Include all relevant customer identifiers (email, phone)
  • Include a unique ID for all rows sent (User ID, Invoice ID, Order ID, etc)
  • Link transactions to customer records with consistent IDs
  • Include line item details for better segmentation capabilities