> ## Documentation Index
> Fetch the complete documentation index at: https://staging-docs.orderly.network/llms.txt
> Use this file to discover all available pages before exploring further.

# Integration Checklist

> A structured guide for builders integrating with Orderly Network.

Use this checklist to plan, implement, and launch a builder integration on Orderly. The goal is to cover the required user flows first, then add the operational pieces needed for a stable launch.

## Phase 1: Planning & Setup

Before writing code, align the product scope and technical setup with the Orderly team.

* **Choose an integration path:** Pick the stack that matches your product and team.
  * [React Hooks](/sdks/hooks/overview)
  * [React UI components](/sdks/react/overview)
  * [Python connector](https://github.com/OrderlyNetwork/orderly-evm-connector-python)
  * Direct API access through the [EVM API docs](/build-on-omnichain/introduction)
* **Set up builder identity:** Start from [Builder Onboarding](/introduction/getting-started/builder-onboarding). If you are using Orderly One, go to [https://dex.orderly.network/](https://dex.orderly.network/) to create your builder ID and continue onboarding.
* **Review system design:** Read the [Building on Orderly](/build-on-omnichain/building-on-omnichain), [Smart Contract Overview](/build-on-omnichain/overview), and [Smart Contract Addresses](/build-on-omnichain/addresses) pages.
* **Define launch scope:** Confirm your core user flows, testnet plan, support process, and go-to-market milestones before development starts.

## Phase 2: Core Implementation

Implement the flows that every trading integration needs.

* **[Account registration](/build-on-omnichain/user-flows/accounts):** Let users create and activate their Orderly account.
* **[Wallet authentication and Orderly Keys](/build-on-omnichain/user-flows/wallet-authentication):** Set up authentication for signed API access and trading actions.
* **[Deposit and withdrawal](/build-on-omnichain/user-flows/withdrawal-deposit):** Support funding and withdrawal flows from supported chains.
* **[Order management](/build-on-omnichain/user-flows/order-management):** Implement order placement, cancellation, and order state handling.
* **Market and symbol data:** Integrate market metadata, prices, orderbook data, and trade updates from the [WebSocket API](/build-on-omnichain/websocket-api/introduction) and relevant REST endpoints such as [available symbols](/build-on-omnichain/restful-api/public/get-available-symbols).

<Note>
  **Reduce-Only Orders:** Use the `reduce-only` flag for orders intended to close or reduce a
  position. This helps avoid cases where a closing order could otherwise increase Initial Margin
  Requirements (IMR) and fail because the account does not have enough margin.
</Note>

## Phase 3: Advanced Features & Optimization

Add the pieces that make the integration operationally complete.

* **[Settle PnL](/build-on-omnichain/user-flows/settle-pnl):** Handle realized PnL settlement as part of the account lifecycle.
* **[Custom fees](/build-on-omnichain/user-flows/custom-fees):** Configure default builder fees and any user-level fee logic you need.
* **User data surfaces:** Display balances, positions, trade history, and account data using endpoints such as [Get account information](/build-on-omnichain/restful-api/private/get-account-information).
* **Regulatory controls:** Implement the geo-blocking and compliance checks required for your product and jurisdiction.

## Phase 4: Testing & Launch Preparation

Verify the integration end to end before going live.

* **Validate on testnet:** Run through registration, authentication, deposits, withdrawals, trading, and settlement on testnet before launch.
* **Prepare for maintenance:** Use the [system maintenance status endpoint](/build-on-omnichain/restful-api/public/get-system-maintenance-status), ask the Orderly team for builder Telegram channel access, and make sure your UI handles maintenance windows clearly, including any order actions that remain available.
* **Review support and launch readiness:** Make sure your team has clear ownership for user support, incident communication, and launch coordination with Orderly.

<Warning>
  During system maintenance, market data and user positions will be unavailable. Open positions
  remain open and can still be liquidated if market conditions change after trading resumes.
</Warning>