Getting Started
This page helps you start integrating with the SwyftFilings API. It explains the tasks you must perform to start building an integration. To get started and make SwyftFilings API calls, you have five tasks:
- Plan your integration
- Read documentation and request sandbox API key
- Set up authentication
- Test your first API calls
- Implement webhooks for real-time updates
You can also use these pages to help you get started integrating with the SwyftFilings API:
Task 1: Plan Your Integration
Consider your use-case: Carefully define the purpose of your integration and decide the scope of your implementation. This helps you understand the actions that your integration (or users of your integration) will perform and gives you an idea of which SwyftFilings APIs you'll use.
Start with simple flows: We recommend starting with simple, standalone services to minimize complexity and development effort:
- EIN Application: A straightforward service that doesn't require complex entity formation
- Registered Agent Service: A standalone service that can be easily integrated
- State-specific simple filings: Start with states that have fewer requirements
Determine your integration approach: Consider the security implications and development effort involved:
- Server-to-server integration: More secure, requires backend development
- Client-side integration: Faster to implement but requires careful security considerations
- Hybrid approach: Combine both for optimal security and user experience
Security considerations:
- API keys should never be exposed in client-side code
- Implement proper authentication and authorization
- Consider data encryption for sensitive customer information
- Plan for secure storage of customer data and API responses
Task 2: Read Documentation and Request Sandbox API Key
Review the documentation: Before requesting access, thoroughly review our API documentation to understand:
- How information flows through the API
- Available endpoints and their capabilities
- Authentication requirements
- Rate limiting and usage policies
- Data formats and required fields
Contact sales for API access: Access to the SwyftFilings API requires a signed partnership agreement. To get started:
- Contact our sales team at [email protected]
- Discuss your integration plans and expected usage volume
- Sign the partnership agreement which includes terms of service and pricing
- Receive your sandbox API credentials for development and testing
Important: Sandbox access is only provided after completing the partnership agreement process.
Task 3: Set Up Authentication
API Key Management:
- Securely store your API keys using environment variables or secure configuration
- Never commit API keys to version control
- Implement key rotation procedures for production environments. We may revoke keys periodically with a 30 day previous notice, so make sure you can replace keys easily.
Authentication Headers:
All API requests require proper authentication headers.
Task 4: Test Your First API calls
Start with simple endpoints:
- Health Check: Verify your connection and authentication
- Service Availability: Check which services are available in your target states
- Pricing Information: Understand costs for different services
Test Data: Use our provided test data sets to validate your integration without affecting real records or incurring charges.
Task 5: Implement Webhooks for Real-Time Updates
Set up webhook endpoints: Configure your application to receive real-time notifications about:
- Order status changes
- Document completion
- Payment processing updates
- Filing status updates
Webhook Security: Implement proper webhook signature verification to ensure requests are coming from SwyftFilings.
For detailed webhook implementation, see our Webhooks Documentation.
Best Practices
- Error Handling: Implement comprehensive error handling for all API calls
- Rate Limiting: Respect API rate limits and implement proper backoff strategies
- Logging: Maintain detailed logs for debugging and monitoring
- Testing: Thoroughly test in sandbox before moving to production
- Documentation: Keep your integration documentation up to date
Need Help?
If you have questions or need assistance during your integration:
- Contact our technical support team at [email protected]