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Clari Integration Guide

Integrate Clari with CRM, revenue, workflow, and analytics systems through documented APIs, scheduled synchronization, supported exports, and customer-specific callbacks.

Clari integration options at a glance

Clari provides API and data-integration capabilities for customer environments, with REST APIs the likely primary standards-based option after tenant-specific endpoint and credential availability is confirmed. Integrations commonly involve CRM-derived Opportunities and Accounts, Users, Forecasts, and Forecast periods. Customer-specific bulk exports, scheduled extracts, or callbacks may be available, but public coverage is not consistently documented. Martini can consume confirmed Clari endpoints, poll them on a schedule, process supported exports, receive documented callbacks, transform payloads, and expose a normalized internal API. Credentials should be stored as Martini secrets, while pagination, incremental synchronization, idempotency, retries, and source-of-truth rules are implemented in workflows.

Integration pointSupported by Clari?Common use casesHow Martini supports it
REST APIsLimitedRead Opportunities, Accounts, Users, Forecasts, and Forecast periods; submit supported forecast-related data; or export data for reporting and warehouse loads. Endpoint coverage and credentials may require customer or partner access.Martini can consume documented Clari REST endpoints, paginate responses, transform payloads, apply business rules, and orchestrate writes to other systems. Tenant-specific API documentation must confirm the contract.
Webhooks / outbound callbacksNot confirmedA particular Clari module or customer configuration may provide callbacks for selected events, but a general change-notification framework was not publicly verified.Martini can receive documented callbacks through an API workflow when available. Otherwise, Martini can schedule polling against the confirmed API or consume changes from the source CRM.
Bulk / async / batch APIsLimitedCustomer-specific exports or scheduled data delivery may support large opportunity loads, historical forecast extraction, and warehouse synchronization.Martini can orchestrate bounded batch processing, checkpoint pages or periods, transform results, and replay failed batches. A generally available public bulk API must be confirmed with Clari.
File / attachment APIsNot confirmedCSV or other file-based exchange may be used in implementation-specific imports and exports, but a public Clari attachment or file API was not confirmed.Martini can process supported CSV or JSON files and map them into a Clari or downstream contract after the Clari file format, transport, and import process are documented.
AuthenticationLimitedClari customer environments may require provisioned API credentials, API keys, or another customer-specific method. OAuth may apply to connected applications, but direct Clari API authentication must be confirmed.Martini stores credentials in environment configuration or secrets and uses them from workflows or APIs without embedding secrets in integration logic.
Scheduled synchronizationYesScheduled polling is appropriate when callbacks are unavailable or incomplete, including incremental CRM-to-Clari synchronization and forecast exports by period.Martini scheduler-triggered workflows can retrieve changes, maintain watermarks, process pages, apply retries, and run reconciliation loads.
Database / analytics accessNoNo public direct customer-database access was identified. Analytics loads should use documented APIs, supported exports, warehouse delivery, or approved reporting integrations.Martini can write approved Clari data to databases or warehouse ingestion APIs, but should not connect directly to Clari’s underlying SaaS database.

How Clari exposes data and business events

Clari REST APIs

Clari provides API and data-integration capabilities for customer environments. REST is the likely primary standards-based method for retrieving Opportunities, Accounts, Users, Forecasts, and Forecast periods, but the tenant-specific API reference, endpoint coverage, and credentials must be confirmed.

Martini implementation pattern

Martini implementation pattern: a workflow authenticates with provisioned Clari credentials, retrieves a bounded or incremental collection, follows the documented pagination model, maps the response to a canonical model, and writes or exposes the result. Martini records watermarks, correlation identifiers, and failures for replay.

Implementation sequence

Store Clari credentials in Martini secrets
Trigger the workflow on a schedule or API request
Retrieve the documented Clari resource or forecast period
Follow pagination and persist the synchronization checkpoint
Map Clari fields to the canonical model
Apply validation, ownership, and source-of-truth rules6Write the target result and record2

Clari scheduled synchronization

Because general-purpose Clari webhooks were not publicly verified, scheduled synchronization is the dependable design option when callbacks are unavailable or incomplete. The workflow may poll Clari directly or retrieve changes from the connected CRM.

Martini implementation pattern

Martini implementation pattern: a scheduler starts an incremental workflow using a timestamp, cursor, period filter, or stored watermark. The workflow processes pages, uses stable identifiers for idempotency, applies retry policies, and periodically runs bounded reconciliation loads.

Implementation sequence

Start the scheduled synchronization window
Read the last successful watermark
Retrieve changed Opportunities, Accounts, or Forecasts
Process each page and update the checkpoint
Retry transient failures with controlled backoff
Record failed items for replay

Clari callbacks

A specific Clari module or customer configuration may provide outbound callbacks, but a general callback framework for all object changes was not publicly verified. Callback coverage must be confirmed before using an event-first design.

Martini implementation pattern

Martini implementation pattern: Martini exposes a controlled API endpoint to receive a documented callback, validates its authentication and payload, retrieves the current Clari resource when necessary, and routes the normalized event to downstream workflows. Polling remains the fallback for uncovered events.

Implementation sequence

Receive the documented Clari callback
Authenticate and validate the notification
Retrieve the current resource when the callback is not complete
Map the event to the canonical model
Apply duplicate and business-rule checks
Write the result and acknowledge successful processing

Clari batch exports

Bulk or asynchronous exports may be available in customer-specific Clari implementations for large opportunity loads, historical forecast extraction, or periodic warehouse delivery. A generally documented public bulk API was not verified.

Martini implementation pattern

Martini implementation pattern: Martini starts or retrieves an approved export, tracks its status when applicable, processes results by period or batch, validates numeric and identifier fields, and persists completion and failure checkpoints. The exact export contract must come from Clari.

Implementation sequence

Request or retrieve the approved Clari export
Track the export or batch status
Download or consume the completed result
Transform the batch into the target schema
Write valid rows and isolate invalid rows
Store the batch checkpoint for replay

Common Clari integration patterns

Pattern 1: Synchronize CRM opportunities to Clari

When to use this pattern

Use this pattern when Salesforce or Microsoft Dynamics 365 is the system of record for Opportunities and Accounts and Clari is the revenue-intelligence and forecasting layer. Incremental synchronization limits load while preserving CRM ownership of commercial fields.

Integration direction
Salesforce or Microsoft Dynamics 365
Martini
Clari
Example Mapping
Clari FieldCanonical FieldTarget Field
Opportunity.Idopportunity.externalIdClari opportunity identifier
Account.Idaccount.externalIdClari account identifier
Amountopportunity.amountClari amount
StageNameopportunity.stageClari stage
Martini implementation pattern

A scheduled Martini workflow reads changed CRM Opportunities and Accounts, maps owner, amount, stage, close date, account, and forecast category fields, validates the customer-specific Clari contract, and submits supported data. It uses source identifiers for idempotency, exponential backoff for transient failures, and a replay queue or error store for records that cannot be processed.

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

Pattern 2: Export Clari forecasts to a data warehouse

When to use this pattern

Use this pattern when finance, revenue operations, or analytics teams need period-based forecast history rather than only the latest Clari value. Forecast snapshots should preserve submission date, user, category, period, and source identifiers.

Integration direction
Clari
Martini
Snowflake
Example Mapping
Clari FieldCanonical FieldTarget Field
Forecast.idforecast.forecastIdforecast_id
Forecast periodforecast.periodfiscal_period
Forecast categoryforecast.categoryforecast_category
Forecast amountforecast.amountforecast_amount
Martini implementation pattern

Martini retrieves Forecasts one fiscal period at a time through a confirmed API or approved export, validates numerical and period fields, transforms the result into the warehouse schema, and writes immutable snapshots. Failed pages or periods are checkpointed for replay, while duplicate snapshots are prevented with a compound period, user, category, and source key.

Martini capabilities used
  • workflows
  • API consumption
  • scheduling
  • data mapping
  • validation
  • database integration
  • error handling

Pattern 3: Route forecast exceptions to operational systems

When to use this pattern

Use this pattern when revenue teams need workflow action from Clari data, such as alerts for large forecast changes, missing submissions, or opportunities with current-quarter close dates and insufficient activity. The exact fields and trigger depend on the confirmed Clari or CRM data source.

Integration direction
Clari
Martini
Slack or ServiceNow
Example Mapping
Clari FieldCanonical FieldTarget Field
Forecast amount changeexception.thresholdVarianceSlack alert or ServiceNow priority
Opportunity close dateopportunity.closeDateexception.dueDate
Opportunity owneropportunity.ownerIdassignment or notification recipient
Forecast periodforecast.periodbusiness period
Martini implementation pattern

A Martini workflow retrieves or receives supported Clari data, applies configurable thresholds and completeness rules, enriches the exception with account and owner context, and sends a controlled Slack notification or creates a ServiceNow record. Correlation identifiers and duplicate checks prevent repeated actions, while transient target failures are retried.

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

Pattern 4: Expose a normalized Clari revenue API

When to use this pattern

Use this pattern when multiple internal applications need Opportunities, Accounts, or Forecasts but should not each implement Clari authentication, tenant-specific schemas, pagination, or source-of-truth logic.

Integration direction
Internal applications
Martini
Clari
Example Mapping
Clari FieldCanonical FieldTarget Field
Clari opportunity IDrevenueOpportunity.idAPI response id
Clari accountrevenueOpportunity.accountAPI response account
Clari forecast categoryrevenueForecast.categoryAPI response category
Clari source timestampmetadata.sourceUpdatedAtAPI response metadata
Martini implementation pattern

Martini exposes a REST API that authenticates and authorizes callers, retrieves the requested Clari object or period, maps the response into a stable canonical schema, and applies validation before returning it. The workflow can cache or checkpoint retrieval state where appropriate and returns controlled errors without exposing Clari credentials or internal details.

Martini capabilities used
  • API exposure
  • workflows
  • API consumption
  • authentication and authorization
  • data mapping
  • validation
  • error handling

Applications commonly integrated with Clari

Clari is primarily used with CRM and revenue-operations applications. The CRM relationships below are central to its operating model; other application relationships are practical enterprise architecture patterns that should be validated against the customer’s Clari subscription and enabled modules.

Application Scenario Direction Martini Pattern
Salesforce Salesforce can provide Opportunities, Accounts, owners, stages, amounts, close dates, and activity data for Clari pipeline inspection and forecasting. Salesforce → Martini → Clari Martini polls Salesforce for changed objects, applies configurable field mappings and source-of-truth rules, validates required fields, and submits the supported Clari data contract. Stable Salesforce identifiers provide correlation and idempotency keys.
Microsoft Dynamics 365 Dynamics 365 can supply CRM opportunity, account, owner, and pipeline data for Clari revenue analysis and forecasting. Microsoft Dynamics 365 → Martini → Clari A scheduled Martini workflow retrieves incremental Dynamics 365 changes, transforms stages, currencies, owners, and dates into the confirmed Clari contract, and retries transient failures without duplicating writes.
Gong Gong conversation and deal-intelligence signals can complement Clari pipeline and forecast analysis when the customer has compatible product integrations or data access. Gong → Martini → Clari Martini can retrieve documented Gong data, normalize opportunity and activity identifiers, enrich a revenue workflow, and deliver only the fields supported by the customer’s Clari implementation. Direct Clari support must be confirmed.
Outreach Outreach engagement activity can be correlated with opportunity progression and forecast risk. Outreach → Martini → Clari Martini schedules incremental activity retrieval, maps activity and opportunity keys to a canonical model, applies customer-specific thresholds, and submits or routes supported data through confirmed endpoints.
Salesloft Salesloft cadence participation and representative activity can complement Clari pipeline inspection and forecast analysis. Salesloft → Martini → Clari A Martini workflow retrieves supported Salesloft activity, joins it to CRM or Clari identifiers, validates ownership and time periods, and sends the resulting payload through the documented integration path.
Slack Forecast alerts, pipeline exceptions, and approval reminders can be delivered to revenue-operations channels. Clari → Martini → Slack Martini retrieves or receives confirmed Clari forecast data, applies exception rules such as threshold changes or missing submissions, and calls the Slack API with a controlled notification payload.
ServiceNow Forecast exceptions and operational follow-up items can become governed tasks or records in ServiceNow. Clari → Martini → ServiceNow Martini polls or receives supported Clari data, validates exception criteria, maps the result to a ServiceNow record, and stores correlation identifiers for replay and duplicate prevention.
Snowflake Forecast snapshots, opportunity changes, and revenue metrics can be centralized for historical reporting and executive analytics. Clari → Martini → Snowflake Martini retrieves documented Clari data or approved exports by forecast period, preserves immutable snapshot keys and source timestamps, transforms records to the warehouse schema, and writes failed batches to a replayable error path.

How to build a Clari integration in Martini

Objective

Establish tenant-specific Clari access and any source-system connections before implementing business logic.

Instructions in Martini

  • Confirm the Clari API base URL, object coverage, credentials, scopes, and environment restrictions with Clari.
  • Store API keys, OAuth credentials, or other provisioned secrets in Martini environment configuration.
  • Configure source-system authentication separately when Salesforce or Microsoft Dynamics 365 owns the data.
  • Do not embed credentials in workflows or log complete authorization headers.

Objective

Select an event, schedule, or API request based on the confirmed Clari capabilities and data ownership model.

Instructions in Martini

  • Use a scheduler for polling, incremental synchronization, reconciliation, or period-based exports.
  • Use a Martini API endpoint for on-demand normalized revenue queries.
  • Use a callback endpoint only when the relevant Clari module documents outbound callbacks.
  • Define the source-of-truth owner for Opportunities, Accounts, Forecasts, and historical snapshots.

Objective

Read the required Clari or source-system objects using bounded queries and the documented pagination model.

Instructions in Martini

  • Retrieve Opportunities, Accounts, Users, Forecasts, or Forecast periods required by the use case.
  • Use modification timestamps, cursors, period filters, or a Martini-controlled watermark for incremental loads.
  • Persist page tokens, export identifiers, and synchronization checkpoints.
  • Stop only when the API or export indicates that no further results remain.

Objective

Coordinate retrieval, enrichment, validation, routing, target writes, and recovery in a maintainable Martini workflow.

Instructions in Martini

  • Separate retrieval, transformation, business rules, and target delivery into understandable workflow stages.
  • Use correlation identifiers for each object, period, batch, and request.
  • Route invalid records to an error path without losing the successful portion of a batch.
  • Keep source-system and Clari ownership rules explicit to prevent synchronization loops.

Objective

Convert Clari or CRM payloads into a canonical model and then into the target system contract.

Instructions in Martini

  • Map actual Clari objects such as Opportunities, Accounts, Forecasts, and Forecast periods.
  • Normalize dates, currencies, fiscal periods, user identifiers, and forecast categories using configurable mappings.
  • Preserve Clari and source CRM identifiers for traceability.
  • Validate required fields and customer-specific custom fields before sending data.

Objective

Implement business controls for forecast exceptions, duplicate prevention, privacy, and data quality.

Instructions in Martini

  • Apply thresholds for forecast changes, missing submissions, or opportunity-risk conditions.
  • Use stable identifiers and upsert or lookup-before-create behavior where supported.
  • Store immutable forecast snapshots when historical reporting is required.
  • Restrict sensitive opportunity, account, activity, and forecast data in payloads and logs.

Common Clari data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
OpportunitiesPipeline, stage, amount, close date, ownership, and forecast-related synchronization.Salesforce, Microsoft Dynamics 365, Snowflake, reporting platformsMartini retrieves or receives confirmed opportunity data, maps source identifiers and commercial fields, validates required values, and applies idempotent upsert or lookup-before-create logic.
AccountsCustomer and prospect organizations associated with opportunities, activity, and revenue planning.Salesforce, Microsoft Dynamics 365, Snowflake, internal revenue applicationsMartini synchronizes account identifiers, names, hierarchy, and ownership according to the defined system of record, with configurable mappings for customer-specific fields.
UsersRepresentatives, managers, executives, ownership, forecasting, and reporting relationships.Salesforce, Microsoft Dynamics 365, identity directories, data warehousesMartini maps user and team identifiers, validates ownership references, and preserves source-to-Clari correlation keys.
ForecastsForecast submissions, categories, rollups, and period values used in revenue management.Snowflake, reporting platforms, Slack, ServiceNow, internal applicationsMartini retrieves forecast data by period, validates amounts and categories, applies exception rules, and stores immutable snapshots when historical reporting is required.
Forecast periodsFiscal quarters or months to which opportunities, forecasts, and revenue metrics are assigned.Snowflake, planning applications, reporting platformsMartini uses period identifiers as synchronization boundaries and compound keys, validates fiscal-period mappings, and checkpoints completed periods.
Pipeline or activitiesPipeline inspection and sales-activity data where available through the applicable Clari module or connected source system.Salesforce, Microsoft Dynamics 365, Gong, Outreach, Salesloft, reporting platformsMartini processes only the activity fields exposed by the confirmed source, joins them to opportunity and account identifiers, and applies customer-specific retention and privacy rules.

Authentication and security considerations

Tenant-specific access

Clari API availability, credentials, scopes, and object coverage may depend on the customer organization, licensed modules, administrator approval, or partner access. Confirm the applicable API contract before implementation.

Credential protection

Martini stores Clari credentials and connected-application authorization in environment configuration or secrets rather than embedding them in workflows. Access should be limited to the workflows and environments that require it.

Data protection

Opportunities, Accounts, Forecasts, Users, and activities may contain commercially sensitive information. Limit payload retention and log exposure, avoid logging tokens or complete sensitive payloads, and apply the customer’s encryption, access-control, and regional data-handling requirements.

Authorization

Clari organization permissions and connected-application object and field permissions should be aligned with the Martini integration identity. If Martini exposes a normalized API, protect it with authentication, authorization, and field-level response controls.

Operational considerations for Clari integrations

Rate limits and retries

Control request rates and use exponential backoff for HTTP 429 responses, temporary 5xx failures, and CRM-originated synchronization bursts. Retries must not duplicate writes.

Pagination and checkpoints

Follow the pagination model documented by Clari and persist cursors, page tokens, export identifiers, or period checkpoints. Do not mark a synchronization window complete until all pages are processed.

Incremental synchronization

Prefer a documented modification timestamp, cursor, period filter, or export watermark. If no reliable change field is available, maintain a Martini-controlled watermark and run periodic reconciliation loads.

Idempotency and ownership

Use Clari IDs, source CRM IDs, or forecast-period and user combinations as stable keys. Define whether the CRM, Clari, or a warehouse owns each object to prevent loops and unintended overwrites.

Schema and testing

Forecast categories, fiscal periods, currencies, account hierarchies, users, and custom CRM fields may vary by customer. Use configurable mappings, validation, representative test data, and replayable failed records before production deployment.

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

Orchestrate more than a script

Clari integrations often cross a CRM, revenue platform, warehouse, and operational applications. Martini coordinates these calls in workflows with explicit triggers, mappings, validation, business rules, checkpoints, and recovery paths.

Adapt to tenant-specific contracts

Because Clari API access and object coverage can vary by customer and module, Martini provides a maintainable integration layer that can consume confirmed endpoints without requiring every downstream application to understand Clari-specific credentials or schemas.

Expose reusable APIs

Martini can expose a controlled REST API that normalizes Clari Opportunities, Accounts, and Forecasts for internal consumers. This centralizes authentication, authorization, transformation, and error behavior.

Operate reliably

Compared with isolated scripts or point-to-point links, Martini provides reusable workflows, scheduled execution, structured error handling, monitoring, and deployment configuration for incremental synchronization and replayable failures.

Frequently asked questions

How can Clari be integrated with enterprise systems?

Clari can be integrated through customer-specific API and data-integration capabilities, most likely using documented REST endpoints for Opportunities, Accounts, Users, Forecasts, and Forecast periods. Scheduled synchronization, approved exports, or module-specific callbacks may also be used when available. CRM data from Salesforce or Microsoft Dynamics 365 may be the actual source of record for some objects.

Can Martini integrate with Clari?

Yes. Martini can integrate with Clari by consuming confirmed Clari REST endpoints, processing supported exports, receiving documented callbacks where available, and orchestrating scheduled synchronization. Martini can also integrate with the connected CRM when Salesforce or Microsoft Dynamics 365 owns the relevant data.

Do I need a connector to integrate Clari with Martini?

No. A dedicated Clari connector is not required. Martini can use Clari’s documented APIs, supported files or exports, callbacks where available, and APIs from connected systems such as Salesforce or Microsoft Dynamics 365. No native Martini Clari connector is documented in the supplied materials.

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

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

Which Clari integration method should a new implementation use?

Use the documented Clari REST API when the tenant provides the required endpoints and credentials. Use scheduled polling when callbacks are unavailable or incomplete, and use approved bulk or export mechanisms for large historical or warehouse loads. Do not assume GraphQL or SOAP support, because neither was publicly verified.

Are Clari webhooks or outbound callbacks available?

A general-purpose Clari webhook framework was not publicly verified. A particular Clari module or customer configuration may provide callbacks for selected events, but coverage must be confirmed. Martini can receive documented callbacks; otherwise it can poll Clari or consume changes from the connected CRM.

How does synchronization between Clari and other systems work?

Synchronization typically uses a bounded initial load followed by incremental retrieval based on a documented timestamp, cursor, period filter, or Martini-controlled watermark. Martini can paginate results, map and validate fields, preserve stable identifiers, apply source-of-truth rules, checkpoint progress, and run reconciliation loads. Forecast snapshots can be stored immutably for historical reporting.

How does Martini handle Clari errors, retries, and duplicate data?

Martini workflows can validate payloads, retry transient failures with controlled backoff, and record request identifiers, object keys, response status, retry counts, and final failure reasons. Stable Clari or source CRM identifiers support idempotency. Where Clari does not provide an idempotency key or upsert operation, Martini can use lookup-before-create logic and persisted synchronization state.

Related Martini documentation

APIs

Workflows

Transformation

Security

Operations

Build a maintainable Clari integration with Martini

Use Martini to connect confirmed Clari APIs and exports with CRM, warehouse, notification, and operational systems through secure workflows, reusable mappings, controlled APIs, and reliable synchronization.

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