Remote API integration overview

Consider us a good match? Read the steps and prerequisites for integrating with Remote below.

Pre-build steps

Define your objectives

Decide what you intend to achieve with the API. For ideas, see our use cases and examples. To view the complete list of endpoints and available data fields in the API, consult our API reference documents.

Assign internal resources

For a successful integration, you will need a Remote account and a software developer to write the code.

Grant admin access to your developer

Your software developer must have admin rights on your Remote account to generate an API token. To grant your developer admin access in Remote click here.

Development steps

Confirm you can access the sandbox

You’ll need our test environment to try the API and verify results before changing your production company. To reach the sandbox, sign in to your Remote account and go to Integrations > Remote API > Access API. Note that you must hold the company admin role in Remote to view this page.

Create a test company

While in the sandbox environment, create a company to use for testing. To set up a company, click Sign Up and complete the sign-up flow. Don’t worry — you will not be charged for any test employments created for this company.

Obtain an API access token

An API token authenticates a user and permits requests to the Remote API to retrieve data for their company. Generate a token by going to Account Preferences> API management in your test environment and following the instructions here. Please note, this token will only work for API requests made to the sandbox environment.

Run a test request

With an access token, try sending requests to the sandbox environment using the example here. Sign in to your test company and verify the test request succeeded.

Develop and test your integration

Use our API developer resources and API reference documentation to build and test your seamless integration with Remote. For technical support during the build phase, please contact our team at [email protected].

Deploy your integration to production

When you are confident your API requests behave as expected, generate a production token and update the request path so calls are sent to your production company. More details on these steps can be found here.

Go-to-market steps

Support your teams with the integration

Track queries and feedback from your team so your software developer can continually iterate and enhance the integration.

Leverage marketing opportunities with us

Partner with our marketing team to tell your story, co-host events, introduce your specialist to our audience, and more. Find full details about working with us here.

Stay informed about the latest platform news and enhancements

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Frequently asked questions

Yes. We continuously monitor, test and refine the API.

Questions?

Have questions about the Remote API or need technical assistance? Contact our team below.

General questions

Developer support

Marketing support