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CaptivateIQ Integration Guide
CaptivateIQ integrations connect incentive-compensation data with HR, sales, payroll, finance, and analytics systems through tenant-specific APIs, imports, exports, or approved callbacks.
CaptivateIQ integration options at a glance
CaptivateIQ is commonly positioned between systems that provide employee, sales, quota, and transaction data and systems that consume approved incentive results. The supplied research does not confirm a universal public REST API, GraphQL API, webhook model, file API, batch API, or authentication scheme; availability may depend on the tenant, subscription, licensed features, and vendor-approved access. Martini can consume a confirmed CaptivateIQ API, receive callbacks if enabled, or run scheduled workflows for supported polling and reconciliation. It can also transform participant, plan, transaction, earnings, and payout data for payroll, finance, HR, CRM, and warehouse destinations.
| Integration point | Supported by CaptivateIQ? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Not confirmed | Potentially retrieve or submit Participants, Transactions, earnings, payouts, and other tenant-enabled resources. A public REST reference was not verified and access must be confirmed with CaptivateIQ. | Martini can consume a confirmed CaptivateIQ REST API from workflows, map responses, apply validation and business rules, and expose controlled APIs for surrounding systems. |
| GraphQL APIs | Not confirmed | No official GraphQL API documentation was verified for CaptivateIQ. | Martini can consume GraphQL when a customer tenant provides a supported endpoint and authentication model, but this must not be assumed. |
| SOAP APIs | Not confirmed | No official SOAP API documentation was verified for CaptivateIQ. | Martini can consume a confirmed SOAP service, but no CaptivateIQ SOAP capability should be designed without vendor confirmation. |
| Webhooks / outbound callbacks | Not confirmed | Callbacks may be available for selected tenant events, but comprehensive event coverage for Participants, plans, Transactions, earnings, or payouts was not confirmed. | If enabled, Martini can receive the callback, validate its signature or credentials according to the vendor specification, retrieve the current object when necessary, and process it idempotently. |
| Bulk / asynchronous processing | Not confirmed | Batch imports or processing may be available through product-specific integration features, but a public specification was not verified. | Martini can orchestrate controlled batches, checkpoint submissions, reconcile results, and retry transient failures when the tenant-approved interface supports these operations. |
| File / attachment APIs | Not confirmed | File-based imports or exports may be used in customer implementations, but a documented CaptivateIQ file or attachment API was not confirmed. | Martini can process confirmed CSV, Excel, or other supported files and route transformed data through the approved CaptivateIQ exchange method. |
| Scheduled synchronization | Limited | Scheduled retrieval is a fallback design when outbound notifications are unavailable or incomplete and a supported interface provides change filtering or another reconciliation method. | Martini can schedule workflows, retrieve incremental data when supported, apply pagination and checkpoints, and reconcile totals and statuses. |
| Authentication | Not confirmed | OAuth 2.0, API keys, bearer tokens, JWT, scopes, service accounts, and network restrictions were not universally confirmed. | Martini stores tenant-issued credentials in environment configuration and applies the authentication method confirmed for the customer environment. |
How CaptivateIQ exposes data and business events
CaptivateIQ REST APIs
A public, universal CaptivateIQ REST API reference was not verified. API access, resource names, authentication, filtering, pagination, and write operations must be confirmed for the target tenant before treating this as the primary integration method.
Martini implementation pattern
Martini implementation pattern: Martini consumes the tenant-approved API from a workflow, retrieves or submits the required object, validates the response, maps it to a canonical model, and records identifiers and processing status for reconciliation.
Implementation sequence
CaptivateIQ webhooks or callbacks
CaptivateIQ webhook and callback coverage was not confirmed. If the tenant provides notifications, event types, payload completeness, delivery semantics, and retry behavior must be established before production use.
Martini implementation pattern
Martini implementation pattern: Martini exposes or consumes the approved callback endpoint, validates the incoming request according to the vendor specification, deduplicates the notification, retrieves the current object when the payload is incomplete, and invokes downstream processing.
Implementation sequence
Scheduled CaptivateIQ synchronization
Scheduled synchronization is a practical fallback when callbacks are unavailable or incomplete. Its feasibility depends on a confirmed API, import, export, or other supported interface with a reliable change marker or reconciliation method.
Martini implementation pattern
Martini implementation pattern: A scheduler starts a workflow that retrieves changed or required data in controlled pages or batches, transforms it, writes it to the target, stores a checkpoint, and reports failures for remediation.
Implementation sequence
CaptivateIQ file or batch exchange
File-based imports, exports, and batch processing may be part of customer implementations, but no universal public file or batch specification was verified. The exact format, transfer method, and acknowledgement process require confirmation.
Martini implementation pattern
Martini implementation pattern: Martini receives or generates the approved file, validates structure and business fields, transforms rows into the target model, submits or distributes the file through the agreed channel, and records batch-level results.
Implementation sequence
Common CaptivateIQ integration patterns
Pattern 1: Send Salesforce sales credit to CaptivateIQ
When to use this pattern
Use this pattern when Salesforce provides Opportunities, ownership, products, or sales-credit data used in incentive calculations. The exact CaptivateIQ transaction or sales-credit interface must be confirmed for the tenant.
Integration direction
Example Mapping
| CaptivateIQ Field | Canonical Field | Target Field |
|---|---|---|
| Salesforce Opportunity.Id | sourceTransactionId | CaptivateIQ transaction external identifier |
| Salesforce Owner.Id | participantExternalId | CaptivateIQ Participant identifier |
| Salesforce Amount | transactionAmount | CaptivateIQ transaction amount |
| Salesforce CloseDate | transactionDate | CaptivateIQ transaction date |
Martini implementation pattern
A Martini workflow retrieves changed Salesforce data, resolves the seller to a Participant, validates plan-specific attributes, applies correction and duplicate rules, and submits the transaction through the confirmed CaptivateIQ API or import mechanism. It stores source and destination identifiers and routes validation failures separately from transient retryable failures.
Martini capabilities used
- workflows
- API consumption
- data mapping
- business rules
- validation
- error handling
Pattern 2: Synchronize employees and Participants
When to use this pattern
Use this pattern when an HR platform is the system of record for worker identity, status, organization, manager relationships, and effective-dated eligibility inputs.
Integration direction
Example Mapping
| CaptivateIQ Field | Canonical Field | Target Field |
|---|---|---|
| Workday Worker_ID | employeeExternalId | CaptivateIQ Participant identifier |
| Workday Employment_Status | participantStatus | CaptivateIQ Participant status |
| Workday Manager_ID | managerExternalId | CaptivateIQ manager reference |
| Workday Effective_Date | effectiveFrom | CaptivateIQ effective date |
Martini implementation pattern
Martini runs an incremental workflow, matches workers with stable identifiers, applies joiner, mover, leaver, and rehire rules, and updates Participants or eligibility data through a confirmed interface. Effective dates are retained so historical compensation periods are not overwritten accidentally; rejected records are logged for remediation.
Martini capabilities used
- scheduled workflows
- data mapping
- business rules
- validation
- checkpointing
- error handling
Pattern 3: Send approved payouts to payroll
When to use this pattern
Use this pattern when CaptivateIQ is the source of approved incentive results and a payroll platform must receive earning amounts for a defined pay period.
Integration direction
Example Mapping
| CaptivateIQ Field | Canonical Field | Target Field |
|---|---|---|
| CaptivateIQ payout identifier | sourcePayoutId | ADP payroll submission reference |
| CaptivateIQ Participant identifier | employeeExternalId | ADP worker identifier |
| CaptivateIQ incentive amount | incentiveEarningAmount | ADP earning amount |
| CaptivateIQ compensation period | payPeriod | ADP pay period |
Martini implementation pattern
Martini retrieves only finalized or approved Payouts when that state is available, validates worker identity, pay period, currency, and earning-code rules, then submits the result through the confirmed payroll interface. It stores both identifiers, rejects duplicate exports, and reconciles payroll acknowledgements.
Martini capabilities used
- API consumption
- workflows
- mapping and transformation
- business rules
- idempotency
- reconciliation
Pattern 4: Load CaptivateIQ results into Snowflake
When to use this pattern
Use this pattern for audit, analytics, forecasting, and reporting when Participants, plans, Transactions, earnings, and Payouts need to be centralized without assuming direct CaptivateIQ warehouse connectivity.
Integration direction
Example Mapping
| CaptivateIQ Field | Canonical Field | Target Field |
|---|---|---|
| CaptivateIQ object identifier | sourceObjectId | Snowflake source_object_id |
| CaptivateIQ calculation period | calculationPeriod | Snowflake calculation_period |
| CaptivateIQ effective date | effectiveFrom | Snowflake effective_from |
| CaptivateIQ payout amount | approvedAmount | Snowflake approved_amount |
Martini implementation pattern
A scheduled Martini workflow retrieves supported objects incrementally or through an approved export, normalizes them into staging structures, performs identifier-based upserts, preserves effective dates and statuses, and reconciles warehouse totals against approved Payouts or statements. Temporary failures are retried with controlled backoff.
Martini capabilities used
- scheduled workflows
- API consumption
- file processing
- data mapping
- database and warehouse integration
- error handling
Applications commonly integrated with CaptivateIQ
CaptivateIQ commonly participates in enterprise architectures that combine sales, workforce, payroll, finance, and analytics data. The exact interface for each tenant should be confirmed with CaptivateIQ before implementation.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| Salesforce | Supply Opportunities, sales credit, account ownership, product data, and seller information used in incentive calculations. | Salesforce → Martini → CaptivateIQ | Martini retrieves changed Salesforce data, maps users and opportunity attributes to CaptivateIQ Participants and Transactions or sales-credit fields, validates compensation attributes, and submits through the tenant-approved CaptivateIQ interface. Processing identifiers support reconciliation and retry. |
| Workday | Synchronize worker identity, employment status, manager relationships, departments, and effective-dated organizational changes. | Workday → Martini → CaptivateIQ | A scheduled Martini workflow retrieves changed worker data, matches employees using stable identifiers, applies joiner, mover, and leaver rules, and updates CaptivateIQ participant data through a confirmed API or import mechanism. |
| SAP SuccessFactors | Provide employee and organizational data for participant provisioning and eligibility management. | SAP SuccessFactors → Martini → CaptivateIQ | Martini polls or consumes an approved SAP SuccessFactors interface, normalizes employee and organizational fields, preserves effective dates, validates required plan attributes, and routes rejected records for remediation. |
| NetSuite | Send approved commission or incentive results to financial, accounting, or payroll-related processes. | CaptivateIQ → Martini → NetSuite | Martini retrieves finalized CaptivateIQ earnings or payouts, validates period and participant identifiers, maps amounts to NetSuite financial fields, submits the result, and stores both source and destination identifiers. |
| ADP | Transfer approved incentive earnings into payroll processing. | CaptivateIQ → Martini → ADP | Martini selects approved payout results, maps participants to ADP worker identifiers and earning codes, applies currency and pay-period rules, submits through the confirmed ADP interface, and reconciles response identifiers. |
| Snowflake | Centralize compensation, transaction, participant, and payout data for analytics, audit, and forecasting. | CaptivateIQ → Martini → Snowflake | A scheduled Martini workflow extracts supported CaptivateIQ objects incrementally, normalizes them into staging structures, performs identifier-based upserts, preserves calculation periods and effective dates, and reconciles totals. |
| BambooHR | Supply employee status, department, manager, and job information for participant administration. | BambooHR → Martini → CaptivateIQ | Martini retrieves changed employee records, maps stable employee identifiers and effective-dated attributes, validates eligibility inputs, and updates CaptivateIQ through a tenant-approved API or import process. |
| Jira | Track compensation-data defects, integration failures, approval exceptions, and operational remediation tasks. | Martini → Jira | Martini classifies validation, authorization, duplicate, and service failures, then creates or updates Jira issues with correlation identifiers while keeping sensitive compensation values out of unrestricted issue content. |
How to build a CaptivateIQ integration in Martini
Objective
Confirm CaptivateIQ tenant access, interface availability, resource names, and authentication before building resource-specific workflows.
Instructions in Martini
- Confirm the tenant-approved API, import, export, or callback mechanism
- Obtain the base URL, enabled resources, credentials, and permission model
- Store credentials in Martini environment configuration and secrets
- Document tenant-specific limits and supported data fields
Objective
Select an event-driven, API-led, file-driven, or scheduled trigger based on what the CaptivateIQ tenant actually supports.
Instructions in Martini
- Use a callback only for confirmed event types
- Use a scheduler for polling, reconciliation, or batch processing
- Define the change marker, checkpoint, or batch boundary
- Separate historical loads from ongoing synchronization
Objective
Retrieve or receive Participants, plans, quotas, Transactions, earnings, or Payouts while preserving source identifiers and status context.
Instructions in Martini
- Receive the approved callback or retrieve data from the confirmed interface
- Handle pagination, continuation tokens, or batch acknowledgements when applicable
- Preserve compensation periods, effective dates, currency, and approval state
- Record correlation identifiers for each source item
Objective
Use a Martini workflow to coordinate validation, enrichment, transformation, target writes, and reconciliation.
Instructions in Martini
- Branch by object type and business state
- Resolve employee, seller, payroll, and plan references
- Separate valid, rejected, and retryable items
- Persist checkpoints and processing outcomes
Objective
Transform CaptivateIQ business objects into the canonical model required by each target system.
Instructions in Martini
- Map Participants to stable workforce identifiers
- Map Transactions to deterministic source keys
- Map earnings and Payouts to pay-period and earning-code structures
- Use plan-specific mappings without exposing sensitive amounts in unrestricted logs
Objective
Protect compensation accuracy by applying eligibility, approval, effective-date, duplicate, and correction rules before writing data.
Instructions in Martini
- Reject records missing required compensation attributes
- Process only approved payout states for payroll export
- Distinguish corrections from new Transactions
- Prevent duplicate creation during retries
Common CaptivateIQ data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Participants | Employees, sales representatives, partners, or other people eligible for incentive compensation. | Workday, SAP SuccessFactors, BambooHR, Salesforce, ADP, NetSuite | Martini matches Participants using stable employee or external identifiers, preserves status and effective dates, validates required attributes, and upserts through a confirmed API or import mechanism. |
| Compensation plans | Rules and structures used to calculate commissions or other incentives. | Data warehouses, reporting platforms, governance stores | Martini can extract or reference plan identifiers and attributes when exposed, isolate plan-specific mappings, and avoid hard-coding fields that vary by plan. |
| Quotas and targets | Assigned performance goals used in incentive calculations. | Salesforce, data warehouses, planning systems | Martini maps quota periods, participants, measures, and effective dates, validates required values, and preserves period context during synchronization. |
| Transactions or sales credit | Business activity used as input to compensation calculations. | Salesforce, NetSuite, data warehouses | Martini retrieves or receives source activity, maps deterministic business keys, validates compensation attributes, submits through the confirmed CaptivateIQ interface, and prevents duplicate creation on retry. |
| Incentive earnings or commissions | Calculated compensation amounts attributable to Participants. | Payroll, finance systems, Snowflake, reporting platforms | Martini retrieves supported calculation results, preserves currency, period, status, and participant identifiers, and applies approval and export rules before delivery. |
| Payouts and statements | Approved compensation amounts and participant-facing compensation results. | ADP, NetSuite, Snowflake, employee reporting platforms | Martini selects the appropriate finalized or approved state, maps earning codes and pay-period fields, stores source and target identifiers, and reconciles totals. |
Authentication and security considerations
Tenant-specific authentication
CaptivateIQ authentication was not sufficiently documented to claim universal support for OAuth 2.0, API keys, bearer tokens, JWT, scopes, or service accounts. Confirm the authentication method, permissions, token lifecycle, and network requirements with CaptivateIQ for the target tenant.
Protect compensation data
- Store tenant-issued credentials in Martini environment configuration and secrets.
- Limit access to the minimum required objects and fields.
- Avoid writing participant compensation amounts to unrestricted logs.
- Confirm masking, encryption, regional deployment, and retention requirements.
Operational considerations for CaptivateIQ integrations
Availability and scale
Confirm API access, resource names, pagination, change filters, rate limits, batch behavior, and ordering before production design. Use incremental extraction and controlled batches for large Transactions, Participants, or Payouts.
Accuracy and idempotency
Persist source and target identifiers, use deterministic keys, distinguish corrections from new Transactions, and reconcile totals after submissions. Preserve compensation periods, effective dates, currency, and approval or calculation status.
Testing and change management
Test draft, calculated, approved, exported, and rejected states where available. Validate plan-specific fields and enumerations, test retries and duplicate delivery, and monitor for schema or compensation-plan changes.
Why use Martini instead of scripts or point-to-point integrations?
Orchestration instead of isolated scripts
Martini provides a maintainable workflow layer for retrieving or receiving CaptivateIQ data, applying validation and compensation business rules, transforming objects, and writing to multiple target systems.
Operational control
Checkpoints, idempotency logic, error classification, retries, reconciliation, environment configuration, and monitoring can be designed as part of the integration rather than reimplemented separately in each script.
Reusable integration assets
Martini can expose controlled APIs, consume confirmed vendor endpoints, and reuse mapping and workflow logic across HR, CRM, payroll, finance, and analytics processes without assuming a dedicated vendor connector.
Frequently asked questions
CaptivateIQ is commonly integrated with HR, sales, payroll, finance, and analytics systems that exchange employee, participant, quota, transaction, earnings, and payout data. The supplied research does not confirm a universal public API, webhook, file, or authentication model, so the customer tenant’s approved interface must be confirmed. Scheduled synchronization is a practical fallback where supported.
Yes, Martini can integrate with CaptivateIQ when the customer tenant provides an approved API, import or export mechanism, callback, or other supported endpoint. Martini can orchestrate workflows, map compensation data, apply business rules, and deliver results to systems such as Workday, Salesforce, ADP, NetSuite, or Snowflake.
No. A dedicated CaptivateIQ connector is not required. Martini can use CaptivateIQ’s confirmed native integration mechanisms, such as tenant-approved APIs, imports, exports, callbacks, or scheduled retrieval. No native Martini CaptivateIQ connector was verified in the supplied research.
Lonti does not charge an additional per-connector or per-vendor fee to integrate CaptivateIQ. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from CaptivateIQ, payroll providers, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.
Confirm the tenant-approved method first. A REST API may be appropriate if enabled; file or batch exchange may be suitable for bulk processing; callbacks may support selected events; and scheduled workflows can support polling or reconciliation when a reliable change marker is available. GraphQL and SOAP were not confirmed.
Webhook or callback coverage was not confirmed as a universal CaptivateIQ capability. If the tenant provides notifications, confirm event types, payload completeness, unique event identifiers, delivery retries, and subscription scope. Martini can receive and process confirmed callbacks idempotently.
Use stable vendor or customer-approved identifiers, incremental retrieval where supported, and mappings that preserve compensation periods, effective dates, statuses, currency, and approval state. Martini can transform Participants, Transactions, earnings, and Payouts into canonical models and target-specific structures.
Classify authentication, validation, duplicate, rate-limit, service, and business-state failures separately. Martini can retry transient failures with controlled backoff, route validation failures for correction, persist source and destination identifiers, and use deterministic keys or vendor-supported idempotency features to prevent duplicate submissions.
Related Martini documentation
Workflows
Data
Reliability
Build a maintainable CaptivateIQ integration with Martini
Use Martini to connect confirmed CaptivateIQ interfaces with HR, sales, payroll, finance, and analytics systems through controlled workflows, data mapping, validation, and operational monitoring.