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Data Sharing Methods

Reach can collect your business data in several ways:

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API Integration

For a complete real-time implementation, Reach provides a comprehensive API that allows you to:
  • Push individual records
  • Update existing records (Coming Soon)
  • Query data status (Coming Soon)
See the API Reference for currently available endpoints. We currenly support POST requests to create users in our system and to create billable events such as Invoices or Orders. You need to make sure the user id matches in the billable event for a user in order for the attribution to work.

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Webhooks (Coming soon)

You can push data to Reach in real time as the transactions/invoices/contracts are created. This approach provides:
  • Real-time data synchronization
  • Immediate attribution
  • Greater control over what data is shared

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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

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CSV imports / S3 Bucket imports

You can send us CSV files on a regular cadence containing the relevant data. Authenticated endpoint for self-upload coming soon.

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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