New integration process
PayCaptain's end-to-end process for a new integration, from first mention to go-live.
Lanes
Discovery and qualification
Customer mentions an integration
Record in Salesforce.
Sales qualifies and flags
Confirm deal size, customer priority and strategic value of the integration.
Refer to partnership
Hand off qualified opportunity for partner outreach.
Investigate public API documentation
Review public docs, auth model, endpoints and rate limits.
Partner engagement and API validation
Contact integration partner
Introduce PayCaptain, confirm API access and begin strategic dialogue.
Obtain trial credentials
Open a free or trial account. PayCaptain creates a test account to generate API keys and credentials.
Initial API tests
Basic assessment using trial credentials — auth, read/write endpoints, data mapping and field coverage.
Sales informs customer (no)
Integration not possible yet. Revisit if the API becomes available.
Document findings (yes)
Data available, known gaps, estimated timelines and a realistic go-live estimate.
Customer decision
Sales presents to customer
Be clear this is a new API. What data will and may not be available, plus a realistic go-live date range.
Deal not progressed (no)
Customer declines — close opportunity.
Implementation kick-off (yes)
Assign IS and automation lead, issue project plan to customer.
Build and tri-party collaboration
Build initial integration
Auth, data mappings, error handling and logging configured.
Recurring tri-party calls
PayCaptain · customer · third-party API provider
Implementation
Manage expectations, customer comms and timeline updates.
Partnership
Third-party API queries, review changelog, confirm data scope and field mapping sign-off.
Automation
Build progress updates, blockers, edge cases and data validation checks.
Key outputs: full data field documentation · agreed data flows · confirmed go-live date.
Repeat until all parties are satisfied — cadence driven by progress, not a fixed schedule.
No progression until all parties are confident and ready for parallel run.
Parallel run and go-live
Parallel run
Run live data alongside the existing process — validate all outputs, reconcile and resolve variances.
No — fix and retry
Address variances and re-run validation.
Go-live (yes)
Integration live in production — monitor errors, confirm data flows and notify all parties.
Post go-live
Post go-live review
30-day check · error monitoring · customer and third-party feedback · integration added to docs.
Strategic relationship
Ongoing post-build viability. Regular check-ins with the partner, review roadmap and API changes, identify upsell and expansion opportunities with Sales.
Ongoing integration health
Monitor API changes, version updates and deprecation notices. Flag issues to Partnership promptly.
Do you have a new integration request? Or do you want to share feedback on an existing integration? Contact your payroll specialist and they can help.
PayCaptain's existing integrations
Coming soon