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Vena Solutions Integration Guide
Vena Solutions integrates planning and performance data with enterprise systems through Vena Connect, tenant-specific APIs, imports, exports, and supported file-based processes.
Vena Solutions integration options at a glance
Vena Solutions provides integration and data-movement capabilities through Vena Connect, imports, exports, and potentially tenant-specific REST endpoints. Batch-oriented processes are generally appropriate for actuals, budgets, forecasts, dimensions, and other planning data. File exchange may be available, although formats and transfer protocols must be confirmed for each tenant. Callback or webhook-style notifications may exist for selected processes, but broad event coverage is not verified. Martini can consume documented Vena endpoints, orchestrate Vena Connect or file processes, transform dimensions and planning values, expose controlled APIs, and run scheduled workflows with validation, retry handling, logging, and reconciliation.
| Integration point | Supported by Vena Solutions? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Limited | Vena promotes API-based integration, but the complete public endpoint catalog, resources, authentication model, and tenant behavior require confirmation. REST may support targeted planning-data retrieval or submission where enabled. | Martini can consume a documented Vena REST endpoint, map responses, apply validation and business rules, and expose a controlled API or scheduled workflow around the integration. |
| Vena Connect and data integration | Yes | Vena Connect is used for data movement and loading use cases involving actuals, master data, budgets, forecasts, and other planning information. | Martini can orchestrate upstream extraction, prepare and validate data, invoke or complement Vena-supported processes, and reconcile results with source batches. |
| Bulk, asynchronous, or batch processing | Limited | Batch-oriented movement is appropriate for large actuals, budget, forecast, and dimension loads. A formal public bulk or asynchronous API contract was not verified. | Martini can stage data, submit bounded batches through the confirmed Vena process, track job or submission identifiers where available, and route ambiguous outcomes for review. |
| File import and export | Limited | Vena supports data import and export workflows, with CSV, Excel, or other structured formats requiring tenant-specific confirmation. Transfer protocols and file APIs are not universally established. | Martini can process agreed files, validate schemas, transform rows, invoke the supported Vena import or export process, and archive batch metadata. |
| Webhooks and outbound callbacks | Limited | Process-specific callbacks or notifications may be available, but general-purpose coverage for Vena worksheets, budgets, forecasts, dimensions, and workflow events was not verified. | Martini can receive a documented callback and trigger a workflow, while scheduled polling or batch export can cover processes without event support. |
| Authentication | Limited | Authentication is tenant- and interface-dependent. API keys, service accounts, OAuth 2.0, roles, scopes, and credential lifecycle requirements must be confirmed with Vena. | Martini can store environment-specific credentials as secrets and apply the confirmed authentication configuration to API, file, or process-oriented workflows. |
| Database and analytics access | Not confirmed | Direct access to Vena's managed production database was not verified. Customer-controlled warehouses may be available as separate integration targets. | Martini can connect to an external customer database or warehouse, but should use Vena-provided APIs, exports, or supported integration services for Vena data. |
How Vena Solutions exposes data and business events
Vena Solutions REST APIs
Vena promotes API-based integration, but REST availability, resource coverage, authentication, and operations must be confirmed for the customer's tenant. Candidate uses include retrieving planning data, submitting controlled loads, and reading reports or dimensions.
Martini implementation pattern
Martini implementation pattern: Martini consumes the documented Vena endpoint from a workflow, authenticates with tenant-approved credentials, handles pagination and response validation, maps Vena structures to a canonical model, and writes the result to an ERP, warehouse, or other target. For inbound loads, Martini validates and transforms source data before calling Vena.
Implementation sequence
Vena Connect and batch processing
Vena Connect and related data-loading facilities are relevant to batch movement of actuals, master data, budgets, forecasts, and other planning information. Exact job behavior, scheduling, and status interfaces are tenant-specific.
Martini implementation pattern
Martini implementation pattern: Martini stages source data, validates dimensions and totals, prepares the agreed Vena Connect or import payload, invokes the supported process, and records the batch or job identifier. A follow-up workflow checks completion and reconciles accepted, rejected, and ambiguous rows.
Implementation sequence
Vena file imports and exports
Vena supports data import and export workflows, potentially involving CSV, Excel, or other structured files. The exact formats, transfer locations, and supported processes must be confirmed with the tenant administrator.
Martini implementation pattern
Martini implementation pattern: A scheduled workflow retrieves or receives an agreed file, validates its schema and data quality, transforms it to the Vena import or downstream format, and archives the source and result metadata. Invalid files are rejected before they can affect planning data.
Implementation sequence
Vena Solutions callbacks and notifications
General-purpose webhooks were not verified. Some Vena processes may provide selected callbacks or notifications, which should be treated as process-specific until tenant documentation confirms event coverage.
Martini implementation pattern
Martini implementation pattern: Martini exposes a controlled receiving API or webhook workflow for documented Vena callbacks, validates the request, prevents duplicate processing, and retrieves the current process or resource state when necessary. Scheduled polling remains the fallback for processes without callbacks.
Implementation sequence
Common Vena Solutions integration patterns
Pattern 1: Load ERP actuals into Vena
When to use this pattern
Use this pattern for daily, monthly, or close-cycle synchronization of general-ledger actuals and master data from an ERP into Vena. It is appropriate when the Vena tenant supports a documented import, Vena Connect process, or API endpoint.
Integration direction
Example Mapping
| Vena Solutions Field | Canonical Field | Target Field |
|---|---|---|
| accountCode | account.identifier | Account dimension member |
| departmentCode | organization.departmentIdentifier | Department dimension member |
| fiscalPeriod | time.period | Time dimension member |
| actualAmount | measure.actual | Actuals value |
Martini implementation pattern
A scheduled Martini workflow extracts a bounded ERP batch, maps accounts, entities, departments, currencies, and periods to Vena dimensions, validates that the target scenario and approval state permit loading, and submits the approved batch. It records source and Vena identifiers, retries transient failures with bounded backoff, and sends validation or ambiguous outcomes to an operational queue.
Martini capabilities used
- workflows
- scheduling
- API consumption
- file processing
- data mapping
- business rules
- error handling
Pattern 2: Export Vena budgets and forecasts to a data warehouse
When to use this pattern
Use this pattern when finance teams need Vena planning data in Snowflake or another customer-managed analytical platform for variance analysis, reporting, and auditability.
Integration direction
Example Mapping
| Vena Solutions Field | Canonical Field | Target Field |
|---|---|---|
| dimensionMember | planning.dimensionValue | dimension_member_id |
| scenario | planning.scenario | scenario |
| fiscalPeriod | planning.period | fiscal_period |
| amount | planning.value | amount |
Martini implementation pattern
Martini retrieves a documented Vena export or API response on a schedule, uses a checkpoint or deterministic reconciliation key where available, normalizes dimensions and fiscal periods, and loads staged data into Snowflake. The workflow preserves tenant, batch, source timestamp, and approval metadata and compares row counts and totals before publishing the load.
Martini capabilities used
- workflows
- scheduling
- API consumption
- data mapping
- database connectivity
- validation
- monitoring
Pattern 3: Synchronize master-data members with Vena
When to use this pattern
Use this pattern when accounts, entities, departments, products, regions, or workforce dimensions are governed in an ERP, HCM, or master-data source and must remain aligned with Vena.
Integration direction
Example Mapping
| Vena Solutions Field | Canonical Field | Target Field |
|---|---|---|
| sourceCode | dimension.memberIdentifier | Dimension member code |
| sourceName | dimension.memberName | Dimension member name |
| activeFlag | dimension.memberStatus | Member status |
| effectiveDate | dimension.effectiveFrom | Effective date |
Martini implementation pattern
A scheduled workflow retrieves changed or full-reconciliation members, matches them using stable identifiers rather than display names, validates dependencies and effective dates, and submits additions, updates, or deactivations through the tenant-supported Vena process. It avoids deactivating members referenced by active plans without an explicit business rule.
Martini capabilities used
- workflows
- scheduling
- API consumption
- data mapping
- validation
- business rules
- reconciliation
Pattern 4: Distribute approved Vena forecasts to operational systems
When to use this pattern
Use this pattern when approved targets, quotas, allocations, or forecast outputs from Vena need to be consumed by Salesforce, Microsoft Dynamics 365, reporting systems, or another operational platform.
Integration direction
Example Mapping
| Vena Solutions Field | Canonical Field | Target Field |
|---|---|---|
| entity | organization.entityIdentifier | Account or business unit |
| product | offering.productIdentifier | Product |
| forecastAmount | planning.forecastValue | Forecast amount |
| approvalStatus | planning.approvalState | Publication status |
Martini implementation pattern
Martini retrieves only approved Vena planning outputs, filters by scenario and publication state, transforms fiscal periods and currencies into the target model, and writes the result through the target API or file process. Idempotent keys prevent duplicate publication, while rejected records and target-side rate limits are handled through bounded retries and replayable error workflows.
Martini capabilities used
- workflows
- API consumption
- data mapping
- conditional routing
- business rules
- error handling
- logging
Applications commonly integrated with Vena Solutions
Vena commonly operates alongside financial, workforce, sales, analytics, and spreadsheet applications. The exact Vena-side interface and object coverage should be confirmed with the customer tenant before implementation.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| NetSuite | Load actuals, chart-of-accounts data, entities, and departments into Vena, and distribute approved budgets or forecasts to downstream systems. | NetSuite → Martini → Vena Solutions | Run a scheduled Martini workflow that retrieves financial data, maps NetSuite identifiers to Vena dimensions, validates periods and scenarios, submits an approved Vena import or endpoint request, and records batch status. |
| SAP S/4HANA | Synchronize general-ledger actuals, cost centers, profit centers, company codes, and planning data for enterprise budgeting and forecasting. | SAP S/4HANA → Martini → Vena Solutions | Use a scheduled or close-cycle workflow to retrieve bounded financial extracts, normalize organizational dimensions, apply fiscal-calendar rules, and route rejected rows for operational review. |
| Microsoft Dynamics 365 Finance | Move financial actuals and master data into Vena and distribute approved plans to reporting or operational consumers. | Microsoft Dynamics 365 Finance → Martini → Vena Solutions | Consume documented Dynamics APIs or exports, transform accounts and entities into the Vena import model, submit batch data, and reconcile source totals with accepted and rejected rows. |
| Workday | Synchronize workforce, organization, position, and employee-related planning data for workforce budgeting and forecasting. | Workday → Martini → Vena Solutions | Retrieve approved Workday data, map organizations and workforce dimensions to Vena dimension members, validate effective dates, and load the result through the tenant-supported interface. |
| Salesforce | Compare sales pipeline, bookings, quota, and revenue forecasts with financial plans and budgets. | Salesforce → Martini → Vena Solutions | Schedule extraction of Salesforce pipeline or quota data, apply currency and fiscal-period transformations, validate scenario mappings, and submit planning data to Vena. |
| Snowflake | Centralize Vena budgets, forecasts, actuals, and dimensional data for reporting, variance analysis, and auditability. | Vena Solutions → Martini → Snowflake | Retrieve Vena exports or documented API data, normalize dimensions and time periods, preserve source identifiers and batch metadata, and load staged data into Snowflake with reconciliation checks. |
| Microsoft Excel | Support spreadsheet-based planning, review, and controlled submission processes associated with Vena. | Microsoft Excel → Martini → Vena Solutions | Process agreed Excel files in a Martini workflow, validate required columns and dimensions, transform rows to the Vena import structure, and route invalid submissions before loading. |
| Jira | Combine project delivery information with project budgets, resource plans, or capital planning. | Jira → Martini → Vena Solutions | Retrieve selected Jira project and delivery data, map projects and cost categories to Vena dimensions, apply inclusion rules, and submit a scheduled planning extract. |
How to build a Vena Solutions integration in Martini
Objective
Establish the tenant-specific Vena integration contract before building workflows.
Instructions in Martini
- Confirm the Vena tenant URL, environment, API or Vena Connect availability, supported file process, and target objects.
- Obtain the authentication method, service account, roles, scopes, token or credential lifecycle, and rate-limit guidance.
- Store credentials in environment-specific Martini secrets rather than in workflow definitions.
Objective
Select a trigger that matches the confirmed Vena capability and business cadence.
Instructions in Martini
- Use a scheduler for actuals, dimensions, budgets, forecasts, or reconciliation batches.
- Use a documented callback or webhook only for the selected Vena processes that explicitly support it.
- Use a Martini API when another application must request a controlled Vena integration operation.
Objective
Acquire Vena or source-system data in a bounded and observable manner.
Instructions in Martini
- Retrieve the current resource, export, report, or file through the confirmed interface.
- Handle pagination, page limits, batch size, and checkpoint behavior according to tenant documentation.
- Capture source batch identifiers, timestamps, tenant context, and response metadata.
Objective
Coordinate the end-to-end workflow across Vena, Martini, and downstream systems.
Instructions in Martini
- Separate extraction, validation, transformation, submission, status checking, and reconciliation into maintainable workflow stages.
- Use conditional routing for draft, submitted, approved, rejected, and ambiguous outcomes.
- Keep external calls bounded and make replay behavior explicit.
Objective
Transform Vena planning structures and source data into a canonical model and target schema.
Instructions in Martini
- Map worksheets, templates, dimensions, dimension members, reports, scenarios, periods, and measures using stable identifiers.
- Apply fiscal-calendar, currency, scenario, version, and approval-state transformations.
- Preserve source identifiers and timestamps for traceability.
Objective
Protect planning integrity through validation and business controls.
Instructions in Martini
- Validate required dimensions, members, periods, data types, row counts, and totals before submission.
- Prevent overwriting approved or locked planning data unless an explicit rule allows it.
- Use deterministic batch identifiers and idempotency checks to prevent duplicate submissions.
Common Vena Solutions data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Worksheets | Planning and data-entry structures for budgets, forecasts, and operational submissions. | ERP systems, data warehouses, reporting platforms, and planning consumers | Martini retrieves or prepares worksheet-related data through the confirmed Vena interface, validates layouts and dimensions, and preserves batch and source identifiers. |
| Templates | Reusable planning layouts or worksheet definitions. | Vena administration processes, governance repositories, and integration validation stores | Martini can use template metadata to validate expected structures, detect layout changes, and route incompatible submissions for review. |
| Dimensions | Structures such as accounts, entities, departments, products, regions, and time periods. | ERP, HCM, CRM, master-data systems, and data warehouses | Martini maps stable dimension identifiers, reconciles additions and deactivations, and applies fiscal-calendar, currency, and organizational rules. |
| Dimension members | Individual values within dimensions, such as accounts, departments, products, or legal entities. | ERP, HCM, master-data platforms, and Vena worksheets | Martini synchronizes members using deterministic keys, validates names and codes, and avoids relying on worksheet row positions. |
| Reports | Financial or operational reporting outputs generated from planning data. | Snowflake, Microsoft Fabric, BI platforms, and reporting applications | Martini retrieves documented report exports or endpoint responses, normalizes columns and periods, and loads audit-ready data downstream. |
| Users | Vena users, roles, and workflow participants. | Identity, HCM, governance, and audit systems | Martini should process user data only where the tenant exposes an approved interface and the integration has narrowly scoped permissions. |
Authentication and security considerations
Tenant-specific authentication
Vena Solutions authentication depends on the tenant and integration interface. API keys, service accounts, OAuth 2.0, roles, scopes, and credential lifecycles must be confirmed with the Vena administrator rather than assumed from interactive SSO.
Least-privilege access
Use a dedicated integration identity where supported and grant only the permissions required for the relevant worksheets, templates, dimensions, reports, and workflow processes.
Martini security
- Store Vena credentials in environment-specific Martini secrets.
- Separate sandbox and production credentials and endpoints.
- Protect any Martini API façade with appropriate authentication and authorization.
- Record tenant, batch, request, and response metadata without exposing secrets in logs.
Operational considerations for Vena Solutions integrations
Volume and pagination
Confirm page size, cursor or offset behavior, response limits, batch size, and sorting. Prefer Vena Connect or supported import processes for large planning loads.
Incremental synchronization
Use modification timestamps, version identifiers, submission status, or export checkpoints where available. If no reliable change marker exists, use deterministic keys and scheduled reconciliation.
Planning integrity
- Validate dimensions, members, periods, currencies, scenarios, versions, and approval states before submission.
- Do not overwrite approved or locked planning data without an explicit business rule.
- Detect renamed dimensions, changed templates, missing columns, and changed data types.
- Compare source and target row counts and totals after each load.
Reliability
Use bounded retries for transient failures, distinguish ambiguous submissions from rejected requests, and provide replayable error workflows. Monitor rejected rows separately from transport failures.
Why use Martini instead of scripts or point-to-point integrations?
Orchestration across systems
Martini coordinates Vena with ERP, HCM, CRM, warehouse, file, database, and messaging endpoints instead of embedding one-off logic in scripts.
Maintainable transformation
Reusable workflows, mappings, validations, and business rules make dimension, scenario, fiscal-period, and approval-state handling explicit and easier to change.
Operational control
Martini provides structured error routing, retries, logging, checkpoints, reconciliation, and controlled API exposure around tenant-specific Vena processes.
Adaptable integration model
Because Vena capabilities and object coverage can vary by tenant, Martini can work with the confirmed API, Vena Connect process, file interface, or callback rather than requiring an unverified native connector.
Frequently asked questions
Vena Solutions can be integrated through Vena Connect, data imports and exports, supported file processes, and potentially tenant-specific REST endpoints. Actuals, budgets, forecasts, dimensions, and reporting outputs are commonly moved in scheduled or batch-oriented workflows. Exact APIs, authentication, file formats, and object coverage must be confirmed for the customer tenant.
Yes. Martini can integrate with Vena Solutions by consuming documented Vena APIs, orchestrating Vena Connect or supported import and export processes, processing files, and receiving documented callbacks where available. Martini can map and validate planning data, apply business rules, and connect Vena with ERP, HCM, CRM, warehouse, and reporting systems.
No. A dedicated Vena Solutions connector is not required. Martini can use Vena's confirmed native integration mechanisms, including documented APIs, supported file interfaces, Vena Connect processes, authentication methods, and selected callbacks or notifications.
Lonti does not charge an additional per-connector or per-vendor fee to integrate Vena Solutions. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Vena, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.
Use Vena Connect or supported batch and import processes for large actuals, budget, forecast, and dimension loads. Use a documented REST endpoint for targeted API operations where the tenant provides one. File imports and exports are alternatives when their formats and transfer process are confirmed. GraphQL and SOAP should not be selected without tenant-specific documentation.
General-purpose webhooks for all Vena objects and events were not verified. Selected process callbacks or notifications may be available, but they should be treated as limited event coverage until confirmed. Scheduled polling, exports, or batch workflows may be required for other changes.
Martini can retrieve or receive Vena data, map worksheets, dimensions, dimension members, reports, scenarios, periods, and measures to a canonical model, and transform that model for ERP, CRM, HCM, warehouse, or reporting targets. Workflows can apply validation, fiscal-calendar, currency, approval-state, and publication rules before writing the result.
Martini can separate authentication, validation, rate-limit, transport, and business-rule failures, retry transient errors with bounded backoff, and route permanent failures for review. Deterministic batch identifiers, stable business keys, persisted Vena job or submission identifiers, and reconciliation checks help prevent duplicate submissions and manage ambiguous outcomes.
Related Martini documentation
Connect Vena Solutions with your enterprise systems
Use Martini to orchestrate Vena Solutions APIs, Vena Connect processes, files, and supported callbacks with secure workflows, data mapping, validation, and operational controls.