# Integration and Onboarding Flow

Get a clear view of the integration journey with our platform. This guide outlines the key steps, requirements, and milestones from initial setup to going live, ensuring a smooth and efficient onboarding experience.

**Integration Process**

| Step                                    | Owner                               | Goal                                                                                                           | Output                                                                                       |
| --------------------------------------- | ----------------------------------- | -------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| 1. Walk-In to RG API Central            | Partner                             | Familiarize with integration requirements, documentation, and process.                                         | Partner is equipped to begin development.                                                    |
| 2. Discovery, NDA & Commercial Sign-Off | Joint Team (RateGain & Partner)     | Align on integration objectives, partner capabilities, and business case. Finalize NDA and commercial terms.   | Signed NDA, commercial agreement, alignment on scope of work (SOW), and target go-live date. |
| 3. Development & Testing                | Partner                             | Develop the integration based on the available specifications on API Central and perform internal QA.          | Functional build ready for certification.                                                    |
| 4. Certification Testing                | Joint Team (via Certification Tool) | Validate the integration against technical and functional requirements. Resolve any gaps or issues.            | Certified and approved integration.                                                          |
| 5. Production Deployment                | RateGain                            | Deploy the certified integration to the production environment.                                                | Live integration ready for real-world use.                                                   |
| 6. Pilot                                | RateGain                            | Soft launch with selected property to assess performance and stability.                                        | Feedback gathered and any identified issues addressed.                                       |
| 7. Go Live                              | RateGain                            | Full-scale launch of the integration, supported by marketing or client enablement initiatives (if applicable). | Integration is fully live and operational across all intended users.                         |

**Onboarding Flow**

| Step                                       | Owner                        | Goal                                                                                                     | Output                                                                                            |
| ------------------------------------------ | ---------------------------- | -------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| 1. Channel Extranet Setup                  | Hotel                        | Set up rooms and rates accurately on the OTA extranet.                                                   | Room and rate inventory ready for integration.                                                    |
| 2. Share PRS Form                          | Hotel                        | Provide property-related setup info to RateGain team.                                                    | Completed PRS form submitted.                                                                     |
| 3. Property Shell Creation                 | RateGain                     | Create initial property setup in the system.                                                             | Property shell ready (including differential sheet if standalone).                                |
| 4. Channel Switch Date & OTA Authorization | Hotel                        | Authorize RateGain as channel manager on OTAs for switch-over.                                           | OTA connections aligned with switch-over plan.                                                    |
| 5. Channel Connection & Activation         | RateGain                     | Establish connectivity and activate OTA links.                                                           | OTAs connected and channel activated.                                                             |
| 6. Share Channel Mapping Sheet             | RateGain Implementation Team | Fill and return the UNO (CRS) room & rates corresponding to the OTA room & Rates along with occupancies. | Mapping sheet sent to hotel for completion. (Hotel PMS setup must be completed before this step.) |
| 7. Hotel Mapping Input                     | Hotel                        | Fill and return mapping sheet with rate and room IDs.                                                    | Accurate data shared with RateGain.                                                               |
| 8. Mapping Update                          | RateGain                     | Input hotel’s mapping data into system.                                                                  | Mapping finalized.                                                                                |
| 9. ARI + RD Testing                        | Joint (Hotel + RateGain)     | Verify availability, rates, and inventory updates and reservation delivery.                              | Successful sync confirmed.                                                                        |
| 10. Extranet Auditing                      | Hotel                        | Perform spot-checks to verify OTA data consistency.                                                      | Discrepancies, if any, flagged and resolved.                                                      |
| 11. Sign-Off                               | Hotel                        | Confirm that the setup is complete and functioning.                                                      | Official go-live email sent to RateGain.                                                          |