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Tipalti Integration Guide
Integrate Tipalti with enterprise finance systems through documented REST APIs, account-enabled callbacks, scheduled synchronization, and controlled file-based processes.
Tipalti integration options at a glance
Tipalti integrations should primarily use its documented REST APIs to synchronize Payees, Invoices, Payments, Purchase Orders, Tax Forms, and approval information. Account-enabled callbacks or event notifications may support selected event-driven workflows, but coverage must be confirmed for each product and object. Where callbacks are unavailable, Martini can run scheduled incremental synchronization using modification timestamps, status dates, or provider-specific cursors. Bulk behavior should be verified per resource, while Martini can still process paginated responses in controlled batches. File exchange may be available for selected financial or supplier processes. Tipalti credentials and permissions should be confirmed for the tenant and stored securely in Martini.
| Integration point | Supported by Tipalti? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Yes | Use Tipalti’s documented API resources to retrieve or synchronize Payees, Invoices, Payments, Purchase Orders, Tax Forms, and related approval information. Available resources and write operations must be confirmed for the tenant and licensed modules. | Martini can consume Tipalti REST endpoints, map payloads into internal or downstream models, apply validation and business rules, and expose normalized APIs for other applications. |
| Webhooks and outbound callbacks | Limited | Account-enabled callbacks or event notifications may be available for selected Tipalti products, objects, or events. Coverage should not be assumed for every business object. | Martini can receive supported notifications through an exposed REST API or workflow trigger, acknowledge promptly, deduplicate events, and retrieve the authoritative Tipalti object when required. |
| Bulk, asynchronous, or batch APIs | Limited | Native bulk or asynchronous endpoints should be verified for each Tipalti resource. Large synchronizations can still be implemented by reading pages and processing bounded batches. | Martini can orchestrate paginated reads, bounded writes, checkpoints, concurrency controls, and separate failed-item handling even when a native bulk endpoint is unavailable. |
| File and attachment exchange | Limited | File-based financial and supplier processes may be available, including selected export or exchange mechanisms, but a general-purpose Tipalti file or attachment API was not confirmed. | Martini can process supported files and route them through validation and transformation workflows after the customer confirms the applicable Tipalti file mechanism. |
| Authentication | Limited | Tipalti API credentials, HTTPS access, account permissions, and possibly environment-specific endpoints are required. The exact authentication scheme and scope model must be confirmed in tenant documentation. | Martini can store Tipalti credentials in secrets management, apply environment-specific configuration, and keep credentials out of workflows, logs, mappings, and error payloads. |
| Scheduled synchronization | Yes | Scheduled incremental polling is appropriate for objects or events without callback coverage and for reconciliation or recovery processes. | Martini can trigger workflows on a schedule, apply modification or status filters, persist checkpoints, and retry failed pages or items without rerunning the complete synchronization. |
| Database or direct analytics access | Not confirmed | Direct access to Tipalti-managed production databases was not confirmed. Reporting and analytics data should come through documented APIs or export facilities. | Martini can write synchronized data to an approved internal database or analytics platform, but should not connect directly to Tipalti’s internal database. |
How Tipalti exposes data and business events
Tipalti REST APIs
Tipalti provides API resources for programmatic access to financial operations and supplier-management data. The available resources, operations, pagination model, write permissions, and licensed-object coverage must be confirmed in the customer’s Tipalti developer documentation.
Martini implementation pattern
Martini implementation pattern: a workflow authenticates using tenant-approved credentials, calls the relevant Tipalti REST endpoint, handles pagination, maps the response into a canonical model, applies validation and business rules, and writes the result to the target system. For writes, Martini records stable identifiers and processing outcomes to support idempotency and reconciliation.
Implementation sequence
Tipalti callbacks and event notifications
Tipalti may provide callbacks or event notifications for selected products, objects, and events when enabled for the customer account. Coverage is not assumed for all business objects, so the required event types must be verified before choosing an event-driven design.
Martini implementation pattern
Martini implementation pattern: expose a controlled REST API or workflow trigger to receive the notification, authenticate or validate it according to Tipalti’s instructions, acknowledge promptly, and process it asynchronously where appropriate. Martini can deduplicate notifications, retrieve the authoritative Tipalti object, and route unsupported or invalid events to an error workflow.
Implementation sequence
Scheduled Tipalti synchronization
Scheduled incremental polling is the fallback for Tipalti objects without callback coverage and is also useful for historical reconciliation, missed-event recovery, and periodic consistency checks.
Martini implementation pattern
Martini implementation pattern: a scheduler starts a workflow with a stored checkpoint, requests changed Tipalti objects using a supported modification date, status date, or cursor filter, processes bounded pages, and advances the checkpoint only after successful handling. Failed items are isolated for replay rather than causing the entire synchronization to restart.
Implementation sequence
Tipalti file exchange
File-based financial and supplier processes may be available for particular Tipalti accounts, but a general-purpose file or attachment API was not confirmed. The customer must verify the supported format, transfer method, and enabled process.
Martini implementation pattern
Martini implementation pattern: after the Tipalti file mechanism is confirmed, Martini receives or produces the agreed file, validates its structure and sensitive fields, transforms rows into target objects, and records the source file and item-level outcomes for audit and replay.
Implementation sequence
Common Tipalti integration patterns
Pattern 1: Synchronize suppliers and payment status with an ERP
When to use this pattern
Use this pattern when Tipalti Payees and Payments must remain aligned with an ERP such as NetSuite, SAP S/4HANA, Microsoft Dynamics 365 Finance, or Oracle Fusion Cloud ERP. Supplier changes typically flow toward Tipalti, while payment status and remittance information flow back to the ERP.
Integration direction
Example Mapping
| Tipalti Field | Canonical Field | Target Field |
|---|---|---|
| Payee.externalId | supplier.external_id | ERP.vendor_id |
| Payee.legalName | supplier.legal_name | ERP.vendor_name |
| Payment.status | payment.status | ERP.payment_status |
| Payment.remittanceInformation | payment.remittance | ERP.remittance_details |
Martini implementation pattern
Martini schedules a workflow or uses supported callbacks to retrieve changes, validates supplier identifiers and payment states, and maps them into the ERP model. It uses external-ID mappings and idempotency checks to avoid duplicate supplier or payment updates, applies controlled retries for transient failures, and sends business validation failures to a reconciliation queue.
Martini capabilities used
- workflows
- API consumption
- data mapping
- business rules
- scheduled execution
- error handling
Pattern 2: Synchronize invoices and approval states
When to use this pattern
Use this pattern when finance teams need Tipalti Invoices and Approvals reflected in an ERP or accounting platform. It supports approved, rejected, paid, and other provider-controlled states, subject to the resources and permissions enabled in the Tipalti account.
Integration direction
Example Mapping
| Tipalti Field | Canonical Field | Target Field |
|---|---|---|
| Invoice.invoiceNumber | invoice.external_number | NetSuite.vendor_bill_number |
| Invoice.payeeId | invoice.supplier_id | NetSuite.vendor_id |
| Invoice.totalAmount | invoice.total_amount | NetSuite.amount |
| Approval.status | invoice.approval_status | NetSuite.approval_status |
Martini implementation pattern
Martini receives a supported callback or polls Tipalti using an incremental timestamp or cursor, retrieves authoritative invoice data, and validates supplier, currency, purchase-order, and approval information before writing to the accounting platform. Duplicate detection uses stable identifiers, while transient API errors are retried and rejected business states are preserved for review.
Martini capabilities used
- API consumption
- workflow orchestration
- data mapping
- validation
- business rules
- retry handling
Pattern 3: Match purchase orders and route exceptions
When to use this pattern
Use this pattern when Purchase Orders from an ERP or procurement application must support Tipalti invoice matching and approval processes. It is useful for identifying unmatched invoices, missing purchasing references, or approval failures before downstream posting.
Integration direction
Example Mapping
| Tipalti Field | Canonical Field | Target Field |
|---|---|---|
| PurchaseOrder.number | purchase_order.number | Tipalti.purchase_order_reference |
| PurchaseOrder.supplierId | purchase_order.supplier_id | Tipalti.payee_id |
| Invoice.purchaseOrderReference | invoice.purchase_order_reference | matching.purchase_order_number |
| Invoice.matchStatus | invoice.match_status | Operations.exception_status |
Martini implementation pattern
Martini retrieves or submits Purchase Orders through the applicable APIs, maps references and line information, and applies rules for supplier, amount, currency, and approval consistency. Matching failures are routed to an operations workflow with the original identifiers and reason, while provider outages and throttling responses use bounded retries without duplicating writes.
Martini capabilities used
- API orchestration
- mapping and transformation
- business rules
- conditional routing
- error handling
- audit logging
Pattern 4: Coordinate Payee and Tax Form data
When to use this pattern
Use this pattern when a supplier-management, compliance, reporting, or workforce application needs selected Tipalti Payee and Tax Form information. It is appropriate for controlled data exchange where tax and personally identifiable information require minimization.
Integration direction
Example Mapping
| Tipalti Field | Canonical Field | Target Field |
|---|---|---|
| Payee.payeeId | supplier.external_id | Workday.supplier_id |
| Payee.status | supplier.status | Workday.supplier_status |
| TaxForm.formType | tax_document.type | Workday.tax_document_type |
| TaxForm.status | tax_document.status | Workday.tax_document_status |
Martini implementation pattern
Martini retrieves only the Tipalti fields required by the receiving process, applies field-level mapping and validation, and restricts access to the workflow and exposed APIs. Sensitive values are excluded from ordinary logs, processing is auditable, and failed records can be replayed without transferring the full source payload again.
Martini capabilities used
- REST API consumption
- data minimization
- field-level mapping
- validation
- secrets management
- audit and error handling
Applications commonly integrated with Tipalti
Tipalti commonly participates in finance, procurement, supplier-management, and payment workflows. The exact object coverage depends on the customer’s Tipalti modules, API entitlement, and configuration, so each integration should be validated against the applicable tenant documentation.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| NetSuite | Synchronize vendors, bills, purchase orders, payment statuses, and accounting information between Tipalti and the ERP. | NetSuite → Martini → Tipalti | Martini runs scheduled or event-assisted workflows that retrieve NetSuite supplier and purchasing data, validate and map it to Tipalti Payees and Purchase Orders, then synchronizes payment and invoice status back to NetSuite through the applicable APIs. |
| Microsoft Dynamics 365 Finance | Exchange supplier, invoice, approval, and payment information with finance operations. | Microsoft Dynamics 365 Finance → Martini → Tipalti | Martini orchestrates bidirectional REST API workflows, applies supplier and financial validation rules, maintains external identifiers, and routes failed or ambiguous items for controlled replay. |
| SAP S/4HANA | Integrate supplier master data, invoices, payment execution, and settlement status in enterprise finance environments. | SAP S/4HANA → Martini → Tipalti | Martini consumes and exposes the relevant APIs, transforms SAP finance structures into Tipalti resource models, and uses checkpoints, idempotency controls, and reconciliation workflows for payment-related updates. |
| Oracle Fusion Cloud ERP | Coordinate payees, invoices, purchase orders, accounting information, and payment status. | Oracle Fusion Cloud ERP → Martini → Tipalti | Martini uses scheduled synchronization or supported callbacks, maps identifiers and approval states, validates required financial fields, and isolates transient API failures from business validation errors. |
| QuickBooks Online | Synchronize suppliers, bills, and payment status for organizations using cloud accounting. | QuickBooks Online → Martini → Tipalti | Martini retrieves or receives changes from the applicable APIs, maps Tipalti Payees, Invoices, and Payments to accounting objects, and records checkpoints and failed items for reconciliation. |
| Xero | Exchange supplier, bill, and payment information with a cloud accounting environment. | Xero → Martini → Tipalti | Martini coordinates API calls in both directions, applies currency, status, and duplicate-prevention rules, and uses bounded batches and retry handling for incremental synchronization. |
| Salesforce | Synchronize supplier, partner, commission, or payment-related information when Salesforce is the originating business system. | Salesforce → Martini → Tipalti | Martini exposes or consumes controlled APIs, transforms Salesforce business objects into Tipalti Payees or payment-related data, and sends authoritative Tipalti statuses back after validation. |
| Workday | Exchange supplier, worker, finance, or payment-related information in larger organizations. | Workday → Martini → Tipalti | Martini orchestrates the customer-specific Workday and Tipalti endpoints, minimizes sensitive data movement, applies field-level mappings, and logs auditable outcomes without exposing protected values. |
How to build a Tipalti integration in Martini
Objective
Establish Tipalti access using the credentials, API base URL, permissions, and environment configuration confirmed for the customer tenant.
Instructions in Martini
- Confirm the applicable Tipalti API documentation and enabled modules.
- Store Tipalti credentials in Martini secrets management.
- Configure HTTPS endpoints and environment-specific values outside workflow logic.
- Request only the permissions required by each workflow.
Objective
Select callbacks for confirmed event coverage and scheduled execution for unsupported events, reconciliation, and recovery.
Instructions in Martini
- Verify whether the required Tipalti object and event support callbacks.
- Expose a controlled Martini API or workflow trigger for supported notifications.
- Use a scheduler for incremental polling where callbacks are unavailable.
- Define a recovery schedule for missed notifications and reconciliation.
Objective
Consume Tipalti resources or confirmed file exchanges while handling pagination, checkpoints, and provider-controlled status values.
Instructions in Martini
- Call the documented Tipalti REST resource.
- Implement the tenant-specific pagination or continuation model.
- Filter by modification date, status date, or cursor when supported.
- Record checkpoints only after successful page processing.
Objective
Coordinate source retrieval, validation, transformation, target writes, exception routing, and replay without coupling all logic to one application.
Instructions in Martini
- Separate transport, transformation, business validation, and target-write stages.
- Use reusable workflow logic for common Payee, Invoice, Payment, and Purchase Order handling.
- Route failed items to a controlled exception path.
- Use queues or bounded concurrency for larger synchronizations where appropriate.
Objective
Transform Tipalti objects into canonical and target-specific models while preserving identifiers and enforcing financial rules.
Instructions in Martini
- Map stable Tipalti identifiers to target external IDs.
- Validate required supplier, invoice, currency, approval, and payment fields.
- Normalize provider-controlled status values into target enumerations.
- Minimize and protect bank, tax, and personally identifiable information.
Objective
Write validated results to the target system safely and maintain enough state to reconcile changes and prevent duplicates.
Instructions in Martini
- Use idempotency keys where Tipalti or the target exposes them.
- Apply duplicate checks before payment-related writes.
- Persist source and target identifiers with processing outcomes.
- Reconcile totals, statuses, and failed items after each run.
Common Tipalti data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Payees | Manage suppliers, contractors, creators, and other payment recipients, including onboarding and master-data changes. | NetSuite, SAP S/4HANA, Microsoft Dynamics 365 Finance, Oracle Fusion Cloud ERP, Workday | Martini retrieves or submits Payees through documented Tipalti APIs, validates identifiers and required compliance fields, maps them to target supplier models, and prevents duplicates using stable external identifiers. |
| Invoices | Represent supplier invoices through submission, review, approval, rejection, and payment processing. | NetSuite, Oracle Fusion Cloud ERP, Microsoft Dynamics 365 Finance, QuickBooks Online, Xero | Martini synchronizes Invoices using callbacks where available or incremental polling, transforms amounts and statuses, validates purchasing references, and routes rejected or malformed items for review. |
| Payments | Track payment instructions, status, settlement details, and remittance information. | NetSuite, SAP S/4HANA, Oracle Fusion Cloud ERP, QuickBooks Online, Xero | Martini treats payment-related writes as high-control operations, uses idempotency and reconciliation checks where supported, masks sensitive data, and retries only safe transient failures. |
| Purchase Orders | Control purchasing and approval processes and support invoice matching. | NetSuite, SAP S/4HANA, Microsoft Dynamics 365 Finance, Oracle Fusion Cloud ERP | Martini maps purchasing identifiers and line-level information, validates approval and matching rules, and synchronizes exceptions such as unmatched invoices to an operations workflow. |
| Tax Forms | Maintain tax documentation associated with Payees and payment compliance. | Workday, SAP S/4HANA, Oracle Fusion Cloud ERP, internal compliance applications | Martini minimizes sensitive data movement, applies restricted access and field-level mappings, and transfers only the Tax Form information required by the target process. |
| Approvals | Represent approval workflows or approval states associated with Invoices, Purchase Orders, and Payments. | NetSuite, Microsoft Dynamics 365 Finance, SAP S/4HANA, Salesforce | Martini maps Tipalti approval states to target enumerations, applies business rules for approved or rejected transitions, and preserves an auditable processing outcome. |
Authentication and security considerations
Tenant-specific authentication
Tipalti API credentials, HTTPS access, account permissions, and any environment-specific endpoint must be confirmed in the applicable tenant documentation. OAuth 2.0, API keys, JWTs, and scopes should not be assumed without confirmation.
Secrets and access control
Martini should store Tipalti credentials in secrets management and keep them out of workflow parameters, mappings, logs, and error payloads. Apply least-privilege permissions and separate read and write access where the Tipalti account supports it.
Financial and compliance data
- Minimize movement of bank, tax, and personally identifiable information.
- Restrict access to workflows and exposed APIs.
- Mask sensitive fields in logs and define retention requirements before enabling detailed payload logging.
- Validate supplier, currency, payment method, tax, and approval values before writing downstream.
Operational considerations for Tipalti integrations
Pagination and checkpoints
Confirm whether Tipalti uses page numbers, offsets, cursors, or continuation tokens. Process bounded pages and advance checkpoints only after successful handling.
Rate limits and retries
Confirm Tipalti throttling behavior and retry transient failures, including possible 429 responses, with bounded exponential backoff. Separate provider failures from business validation failures.
Idempotency and reconciliation
Use stable identifiers and external-ID mappings for Payees, Invoices, Payments, and Purchase Orders. Treat payment-related writes carefully, use idempotency keys when available, and reconcile statuses and totals after processing.
Callbacks and schema changes
- Expect callback retries, duplicates, and out-of-order delivery.
- Retrieve authoritative objects when notifications contain minimal data.
- Monitor Tipalti release and deprecation information.
- Avoid undocumented fields and validate required fields explicitly while tolerating additive fields.
Why use Martini instead of scripts or point-to-point integrations?
Orchestration instead of isolated scripts
Martini centralizes Tipalti API consumption, callback handling, scheduled polling, transformation, validation, target writes, and exception routing in maintainable workflows.
Reusable integration assets
Teams can expose a controlled normalized API, reuse mapping and validation logic, and apply consistent authentication, secrets, retry, and audit patterns across ERP, accounting, procurement, and compliance integrations.
Operational reliability
- Use checkpoints and bounded batches for large synchronizations.
- Separate transient failures from rejected business data.
- Preserve failed items for replay without rerunning the entire process.
- Monitor workflow outcomes and protect sensitive financial information in logs.
Frequently asked questions
Tipalti can be integrated primarily through its documented REST APIs for Payees, Invoices, Payments, Purchase Orders, Tax Forms, and approval information. Where enabled for the account, selected callbacks or event notifications may support event-driven processing. Scheduled incremental polling and confirmed file exchange mechanisms can cover objects or processes without callback support.
Yes. Martini can consume Tipalti’s documented REST APIs, receive supported callbacks through an exposed API or workflow trigger, run scheduled incremental synchronization, transform Tipalti data, and expose normalized APIs to downstream systems. The exact resources and operations depend on the customer’s Tipalti modules and permissions.
No. A dedicated Tipalti connector is not required. Martini can integrate using Tipalti’s confirmed native integration mechanisms, including documented REST APIs, account-enabled callbacks, scheduled synchronization, and supported file processes.
Lonti does not charge an additional per-connector or per-vendor fee to integrate Tipalti. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Tipalti, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.
Use Tipalti’s documented REST APIs as the primary mechanism. Use callbacks or event notifications only after confirming coverage for the required object and event. Use scheduled incremental polling for unsupported events, reconciliation, and recovery, and consider file exchange only when the customer’s account explicitly supports the required process.
Tipalti may support callbacks or event notifications for selected products, objects, or events, but coverage is not confirmed for every business object. Martini can receive supported notifications, deduplicate them, and retrieve the authoritative object when needed. Unsupported event coverage should use scheduled polling.
Martini can retrieve paginated Tipalti resources, maintain checkpoints, map objects such as Payees, Invoices, Payments, Purchase Orders, Tax Forms, and Approvals into canonical models, and apply target-specific transformations. It can validate required fields, normalize statuses, preserve external identifiers, and write results to ERP, accounting, procurement, or other applications.
Martini can distinguish authentication, validation, throttling, and provider-outage errors; retry safe transient failures with bounded backoff; and isolate failed items for replay. Stable identifiers and idempotency controls help prevent duplicate writes. Payment-related operations require especially strict permissions, auditability, duplicate prevention, and reconciliation. Martini can also expose a controlled API façade that presents a normalized interface to downstream applications.
Related Martini documentation
Workflows
Data processing
Plan your Tipalti integration with Martini
Use Martini to connect Tipalti with finance, ERP, accounting, procurement, and compliance systems through secure APIs and maintainable workflows.