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Billtrust Integration Guide

Integrate Billtrust with enterprise finance and order-to-cash systems through REST APIs, selected event notifications, approved file exchanges, and authenticated workflows.

Billtrust integration options at a glance

Billtrust provides REST API capabilities for accounts-receivable, invoice, payment, customer, and related order-to-cash data. Selected products may also support webhook-style notifications or outbound callbacks for specific events, while enterprise deployments can involve scheduled API retrieval, batch exchanges, and approved invoice or remittance file transfers. Authentication is product- and tenant-specific, with OAuth-style application authentication indicated in the available documentation. Martini can securely consume Billtrust APIs, receive supported callbacks, process approved files, transform JSON or file data, expose APIs for connected systems, and orchestrate validation, synchronization, reconciliation, retries, and downstream updates.

Integration pointSupported by Billtrust?Common use casesHow Martini supports it
REST APIsYesExchange invoices, Customers, Payments, Remittances, Credit memos, and other accounts-receivable data. Confirm the applicable Billtrust product, API version, resources, and tenant access.Martini can consume Billtrust REST endpoints from workflows, transform JSON payloads, expose APIs to connected systems, and orchestrate multi-step submissions or retrievals.
Webhooks / outbound callbacksLimitedSelected Billtrust products or events may provide payment, invoice, dispute, or receivables notifications. Event coverage, signing, retry behavior, and configuration require confirmation.Martini can expose a REST API or webhook-triggered workflow, validate the notification, acknowledge promptly, retrieve the authoritative resource, and update downstream systems.
Bulk / async / batch APIsLimitedEnterprise implementations may use batch or scheduled exchanges for invoices, Customers, Payments, or Remittances. Exact bulk endpoints and asynchronous job behavior are product-specific.Martini can schedule extraction or submission workflows, track job or batch identifiers where available, process results, and reconcile incomplete or failed batches.
File import/exportLimitedApproved invoice, remittance, customer, or payment file exchanges may be used in Billtrust deployments. Formats, transport, encryption, and direction must be confirmed.Martini can orchestrate approved file exchanges, parse structured files, validate naming and duplicate rules, transform data, and route acknowledgments or exceptions.
AuthenticationYesBilltrust API access uses authenticated application integration. OAuth-style authentication is indicated, but grant type, scopes, token lifetime, and client registration must be confirmed for the selected API.Martini can configure authenticated API consumption and store client credentials, tokens, certificates, and environment-specific settings in secrets rather than workflows.
GraphQL APIsNot confirmedNo verified official Billtrust source confirms GraphQL as a current integration method.Martini supports GraphQL consumption generally, but Billtrust should be integrated through confirmed REST, callback, or file mechanisms unless its product documentation specifies GraphQL.
SOAP APIsNot confirmedNo verified official Billtrust source confirms SOAP as a current integration method.Martini supports SOAP consumption generally, but a Billtrust SOAP integration should not be assumed without product-specific confirmation.

How Billtrust exposes data and business events

Billtrust REST APIs

Billtrust provides API capabilities for exchanging accounts-receivable, invoice, payment, customer, and related order-to-cash data. The applicable product API, version, resources, and tenant permissions must be confirmed before implementation.

Martini implementation pattern

Martini implementation pattern: a workflow authenticates to the confirmed Billtrust REST API, retrieves or submits resources, maps JSON into the canonical model, applies validation and business rules, and writes results to connected systems while recording identifiers and checkpoints.

Implementation sequence

Authenticate using the confirmed Billtrust application method
Retrieve or receive the required Billtrust resource
Validate required customer, invoice, payment, or remittance fields
Map the payload to the canonical and target models
Apply business rules and idempotency checks
Write the result and persist identifiers and status

Billtrust Webhooks and callbacks

Selected Billtrust products or events may support webhook-style notifications or outbound HTTP callbacks. Coverage should be confirmed for the required object and state change, including request authentication and retry behavior.

Martini implementation pattern

Martini implementation pattern: expose a controlled REST endpoint, validate the callback, acknowledge promptly, and retrieve the authoritative Billtrust resource rather than relying only on the notification payload. A workflow then updates downstream systems and handles duplicates.

Implementation sequence

Receive the Billtrust callback notification
Validate authentication, signature, or correlation data where documented
Acknowledge the notification promptly
Retrieve the current Billtrust resource
Apply duplicate and state-transition checks
Update downstream systems and record processing status

Billtrust batch and file exchange

Billtrust enterprise deployments may use scheduled API extraction, batch exchanges, or approved invoice and remittance files. The format, transport, direction, and acknowledgment process are deployment-specific.

Martini implementation pattern

Martini implementation pattern: schedule or trigger a workflow to obtain the approved file or batch result, validate completeness and naming, parse and transform the contents, submit or write the data, and retain reconciliation metadata.

Implementation sequence

Retrieve or receive the approved batch or file
Validate file identity, completeness, encoding, and duplicate status
Parse invoice, customer, payment, or remittance data
Map and transform the contents to the target model
Submit or write the processed records
Store acknowledgments, outcomes, and reconciliation details

Common Billtrust integration patterns

Pattern 1: Submit ERP invoices to Billtrust

When to use this pattern

Use this pattern when an ERP is the source of approved invoices and Billtrust is responsible for invoice delivery or presentation. It supports scheduled or event-driven submission while keeping validation, identifiers, and failures visible.

Integration direction
SAP S/4HANA
Martini
Billtrust
Example Mapping
Billtrust FieldCanonical FieldTarget Field
Invoice numberinvoice.externalIdBilltrust invoice identifier
Customer accountcustomer.accountIdBilltrust customer account
Invoice totalinvoice.totalAmountBilltrust invoice amount
Due dateinvoice.dueDateBilltrust due date
Martini implementation pattern

Martini retrieves approved invoices, resolves the Billtrust customer account, validates required billing and monetary fields, maps headers and lines to the documented API or file contract, submits the invoice, and persists the Billtrust identifier. Validation failures are routed for remediation, while transient API failures use bounded retry and backoff.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • error handling

Pattern 2: Synchronize Billtrust payments and remittances

When to use this pattern

Use this pattern to keep an ERP or finance platform aligned with Billtrust payment transactions and remittance allocations. It is appropriate for scheduled incremental retrieval or selected supported payment events.

Integration direction
Billtrust
Martini
Oracle Fusion Cloud ERP
Example Mapping
Billtrust FieldCanonical FieldTarget Field
Payment referencepayment.externalIdOracle payment reference
Payment amountpayment.amountOracle receipt amount
Invoice allocationremittance.invoiceAllocationsOracle invoice application
Settlement datepayment.settlementDateOracle settlement date
Martini implementation pattern

A Martini workflow retrieves payments or remittances using the confirmed cursor, page, or date strategy, normalizes references and decimal amounts, matches allocations using customer and invoice identifiers, and upserts the result into the finance platform. Transaction identifiers and hashes provide idempotency, while unmatched items enter reconciliation handling.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • data transformation
  • idempotency rules
  • error handling

Pattern 3: Process Billtrust event notifications

When to use this pattern

Use this pattern when the selected Billtrust product provides callbacks for payment, invoice, dispute, or other required state changes. It combines near-real-time notification handling with authoritative resource retrieval.

Integration direction
Billtrust
Martini
Salesforce
Example Mapping
Billtrust FieldCanonical FieldTarget Field
Event typeevent.typeSalesforce status transition
Billtrust resource IDresource.externalIdSalesforce external ID
Customer accountcustomer.accountIdSalesforce Account
Receivables statusreceivable.statusSalesforce payment or collections status
Martini implementation pattern

Martini exposes a secured endpoint for supported callbacks, validates and acknowledges the notification, retrieves the current Billtrust resource, and maps the authoritative state to Salesforce. Duplicate notifications are suppressed using event or resource identifiers, and failed downstream writes are retried or queued for review.

Martini capabilities used
  • API exposure
  • webhook handling
  • workflows
  • data mapping
  • duplicate detection
  • retry handling

Pattern 4: Synchronize customer accounts

When to use this pattern

Use this pattern when an ERP or CRM and Billtrust must share customer or payer account data. Define the system of record and use incremental retrieval when Billtrust exposes timestamps, cursors, or supported events.

Integration direction
Microsoft Dynamics 365 Finance
Martini
Billtrust
Example Mapping
Billtrust FieldCanonical FieldTarget Field
Customer account numbercustomer.externalIdBilltrust customer account
Legal namecustomer.nameBilltrust customer name
Billing addresscustomer.billingAddressBilltrust billing address
Account statuscustomer.statusBilltrust account status
Martini implementation pattern

Martini compares external identifiers, validates required account fields, applies ownership and status rules, and uses an upsert or equivalent operation where supported. The workflow records source and Billtrust identifiers, handles conflicts according to the agreed system-of-record policy, and retries transient failures without creating duplicate accounts.

Martini capabilities used
  • scheduled workflows
  • data mapping
  • validation
  • business rules
  • idempotency
  • monitoring

Applications commonly integrated with Billtrust

Billtrust commonly participates in enterprise order-to-cash architectures alongside finance, ERP, CRM, and operational platforms. The exact direction and object coverage depend on the customer’s system of record and the Billtrust product deployed; Martini can coordinate these exchanges without requiring a dedicated Billtrust connector.

Application Scenario Direction Martini Pattern
SAP S/4HANA Exchange customers, invoices, payments, remittances, and receivables status between SAP finance processes and Billtrust. SAP S/4HANA → Martini → Billtrust A Martini workflow retrieves approved SAP invoices, validates customer and billing data, maps the payload to the documented Billtrust API or file format, and records the Billtrust identifier. Separate scheduled or event-driven flows retrieve Billtrust payments and remittances for SAP cash application, with reconciliation and retry handling.
Oracle Fusion Cloud ERP Submit invoices for presentation and retrieve payment, remittance, or cash-application information for finance operations. Oracle Fusion Cloud ERP → Martini → Billtrust Martini consumes approved invoice data from Oracle, applies financial validation and transformation rules, submits it through a confirmed Billtrust interface, and synchronizes resulting payment or receivables statuses back to Oracle.
Microsoft Dynamics 365 Finance Synchronize customer accounts, invoices, payment status, and remittance details across finance and receivables processes. Microsoft Dynamics 365 Finance → Martini → Billtrust Use scheduled or event-triggered workflows to exchange incremental customer and invoice changes, preserve external identifiers, apply monetary-precision rules, and route failed submissions or unmatched remittances for review.
NetSuite Send billing data to Billtrust and return payment or receivables updates to NetSuite. NetSuite → Martini → Billtrust Martini orchestrates invoice submission from NetSuite, performs customer-account resolution and field mapping, persists Billtrust transaction identifiers, and retrieves payments or remittances for safe upsert into NetSuite.
Salesforce Share account, collections, payment, or receivables status with CRM users while keeping selected customer data aligned. Billtrust → Martini → Salesforce Where supported, Martini receives Billtrust notifications or performs incremental retrieval, fetches authoritative resources, maps customer and payment status to Salesforce objects, and applies duplicate and account-matching rules.
ServiceNow Create operational or finance service cases for payment exceptions, disputes, integration failures, or collection-related work. Billtrust → Martini → ServiceNow A Martini workflow detects selected Billtrust exceptions through supported callbacks or scheduled retrieval, enriches the event with invoice and customer context, and creates or updates ServiceNow cases with correlation identifiers and retry-safe handling.
Workday Exchange customer billing or receivables data where Workday Financial Management participates in the finance architecture. Workday → Martini → Billtrust Martini maps Workday finance data to the confirmed Billtrust API or file contract, validates required account and amount fields, and returns payment or remittance outcomes according to the customer’s system-of-record design.

How to build a Billtrust integration in Martini

Objective

Establish authenticated access to the selected Billtrust API or approved file channel while keeping tenant-specific credentials and certificates outside workflow definitions.

Instructions in Martini

  • Confirm the Billtrust product, tenant, API version, scopes, and authentication method.
  • Configure OAuth-style or other documented credentials in Martini environment secrets.
  • Set endpoint, timeout, and environment configuration separately for each deployment.

Objective

Select the trigger that matches the required latency and Billtrust coverage, using callbacks where explicitly supported and scheduled retrieval for other objects.

Instructions in Martini

  • Use a supported Billtrust callback or webhook for selected event flows.
  • Use a scheduler for incremental API retrieval, reconciliation, or batch processing.
  • Define the cursor, timestamp, page, or batch checkpoint strategy.

Objective

Obtain the current Billtrust resource or approved file data rather than relying on incomplete notifications or assumptions about the object model.

Instructions in Martini

  • Receive and validate callback metadata when applicable.
  • Retrieve the authoritative invoice, customer, payment, remittance, or case resource.
  • Validate pagination, continuation tokens, file completeness, and response status.

Objective

Coordinate API calls, lookups, transformations, business decisions, and target-system writes as a maintainable Martini workflow.

Instructions in Martini

  • Separate submission, retrieval, enrichment, and reconciliation stages.
  • Persist correlation identifiers and processing checkpoints.
  • Use conditional routing for validation failures, unmatched data, and terminal statuses.

Objective

Convert Billtrust payloads or files into canonical and target-system models while preserving financial precision and vendor identifiers.

Instructions in Martini

  • Map actual Billtrust object fields to the target data model.
  • Normalize dates, currencies, amounts, references, and status values.
  • Handle JSON or approved file formats without assuming undocumented fields.

Objective

Enforce customer matching, invoice uniqueness, status transitions, idempotency, and system-of-record policies before writing data.

Instructions in Martini

  • Validate required customer, invoice, payment, and remittance fields.
  • Use stable external identifiers and correlation keys to prevent duplicates.
  • Route unmatched allocations, disputes, and invalid submissions for review.

Common Billtrust data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
InvoicesSubmit invoice headers, lines, amounts, due dates, terms, status, and delivery or presentation data.SAP S/4HANA, Oracle Fusion Cloud ERP, Microsoft Dynamics 365 Finance, NetSuiteMartini validates customer and financial fields, maps invoice data to the confirmed Billtrust API or file contract, persists identifiers, and separates submission, delivery, and payment states.
CustomersRepresent customer or payer account information used for invoicing, collections, payments, and account servicing.SAP S/4HANA, Oracle Fusion Cloud ERP, Salesforce, NetSuiteMartini applies external-identifier matching, system-of-record rules, field transformations, and incremental synchronization where timestamps, cursors, or events are available.
PaymentsExchange payment transactions, statuses, settlement information, and invoice or customer references.SAP S/4HANA, Oracle Fusion Cloud ERP, Microsoft Dynamics 365 Finance, NetSuiteMartini retrieves or receives supported payment data, normalizes amounts and references, enforces idempotency, and routes payment application results or exceptions.
RemittancesProvide payment allocation details used to apply receipts to invoices and support reconciliation.SAP S/4HANA, Oracle Fusion Cloud ERP, Microsoft Dynamics 365 Finance, NetSuiteMartini maps remittance lines to invoice identifiers, validates monetary precision, handles unmatched allocations, and records Billtrust transaction identifiers for audit.
Credit memosRepresent credits or adjustments associated with customer accounts and receivables.SAP S/4HANA, Oracle Fusion Cloud ERP, Microsoft Dynamics 365 FinanceMartini validates account and adjustment references, maps credit-memo fields to the target finance model, and applies business rules before submission or posting.
Disputes or collections casesRepresent receivables exceptions, disputes, collection activity, or related case information where enabled by the Billtrust product.Salesforce, ServiceNow, SAP S/4HANAMartini processes only the case resources exposed by the selected Billtrust product, enriches them with invoice and customer context, and creates or updates downstream work items.

Authentication and security considerations

Application authentication

Billtrust authentication is product- and tenant-specific. OAuth-style application authentication is indicated, but the grant type, scopes, token endpoint, client registration, and token lifecycle must be confirmed for the selected API.

Secrets and permissions

Store Billtrust client credentials, tokens, certificates, and endpoint configuration in Martini environment secrets. Apply the minimum Billtrust application permissions required for the workflow and keep environments separated.

Callback security

For supported callbacks, confirm request authentication, signatures, source validation, and replay protections with Billtrust. Martini can validate the request before retrieving the authoritative resource and updating downstream systems.

Operational considerations for Billtrust integrations

Throttling and pagination

Confirm Billtrust request, concurrency, and burst limits. Handle HTTP 429 responses and vendor retry headers with bounded backoff. Determine whether retrieval uses pages, offsets, cursors, continuation tokens, or date ranges.

Financial integrity

Preserve decimal precision for invoices, payments, taxes, discounts, and remittances. Match invoices using customer accounts, company context, invoice numbers, currency, amounts, and external identifiers because invoice numbers may not be globally unique.

Idempotency and status

Persist Billtrust identifiers, source identifiers, request references, timestamps, and payload hashes. Treat accepted submission, delivery, payment, settlement, and cash application as distinct states, and make retries safe when a response is lost.

Files and schema changes

For approved file exchanges, define naming, encoding, encryption, acknowledgment, duplicate detection, partial-file, and retention rules. Version API and file mappings, avoid undocumented fields, and test changes to required fields, enumerations, pagination, and error formats.

Reconciliation

Build reconciliation workflows that compare invoices, payments, remittances, customer accounts, and statuses between Billtrust and the system of record. Monitor callback delivery, scheduled runs, rejected records, and unmatched payment allocations.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration instead of isolated scripts

Martini provides a maintainable workflow layer for Billtrust integrations, coordinating authenticated API calls, supported callbacks, approved file processing, enrichment, business rules, target writes, and reconciliation in one governed implementation.

Reusable integration assets

Teams can expose controlled APIs for ERP and operational systems, reuse mappings and validation logic, and separate environment configuration from implementation code. This reduces duplicated point-to-point logic while preserving flexibility for product-specific Billtrust contracts.

Operational control

Workflows can include checkpoints, correlation identifiers, duplicate protection, bounded retries, error routes, and monitoring practices. Martini can also combine real-time callbacks with scheduled incremental synchronization and reconciliation where Billtrust event coverage is limited.

Frequently asked questions

How can Billtrust be integrated with enterprise systems?

Billtrust can be integrated through its documented REST APIs, authenticated application access, selected webhook-style notifications or outbound callbacks, and approved batch or file exchanges. The applicable product, object coverage, event support, file format, and tenant configuration should be confirmed before implementation.

Can Martini integrate with Billtrust?

Yes. Martini can integrate with Billtrust by consuming confirmed Billtrust REST APIs, receiving supported callbacks, processing approved files, exposing APIs to ERP or operational systems, and orchestrating mapping, validation, synchronization, retries, and reconciliation.

Do I need a connector to integrate Billtrust with Martini?

No. A dedicated Billtrust connector is not required. Martini can use Billtrust’s confirmed native REST APIs, supported callback mechanisms, authentication methods, and approved file interfaces.

Is there any extra Lonti cost to integrate Billtrust with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Billtrust. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Billtrust, cloud infrastructure, payment providers, or other third-party systems depending on subscriptions, usage, and deployment model.

Which Billtrust integration methods should architects use?

REST APIs should be treated as the default approach for current Billtrust integrations. Selected products may also provide callbacks or webhook-style notifications, while batch and file exchanges can be appropriate for enterprise invoice, payment, customer, or remittance flows. GraphQL and SOAP are not confirmed as current Billtrust mechanisms.

Are Billtrust events or webhooks available?

Potentially, for selected products and payment or receivables events. Coverage should not be generalized to every Billtrust object or state change. Where callbacks are available, Martini can validate and acknowledge them, retrieve the authoritative resource, and update downstream systems; scheduled incremental retrieval remains useful for unsupported events and reconciliation.

How does Martini synchronize and transform Billtrust data?

Martini can run scheduled or event-driven workflows that retrieve or receive Billtrust data, map actual objects such as Invoices, Customers, Payments, and Remittances into canonical and target models, apply validation and business rules, and write results to finance or operational systems. Cursors, timestamps, identifiers, and checkpoints support incremental synchronization.

How are Billtrust errors, retries, duplicates, and API exposure handled?

Martini can apply bounded retries and backoff for transient failures, route validation and reconciliation exceptions, and use Billtrust transaction identifiers or stable source keys to make processing idempotent. Martini can also expose a controlled REST API façade for connected systems that need a consistent endpoint in front of Billtrust workflows.

Related Martini documentation

API Integration

Workflows

Data Processing

Security and Operations

Connect Billtrust with Martini

Use Martini to build secure, maintainable Billtrust integrations across REST APIs, supported callbacks, approved file exchanges, ERP platforms, and finance workflows.

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