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Versapay Integration Guide
Connect Versapay accounts receivable, invoice, payment, and cash-application workflows with enterprise systems through REST APIs and selected webhook-style notifications.
Versapay integration options at a glance
Versapay primarily supports REST API integrations for customer, invoice, payment, payment-method, credit, and cash-application data, subject to the product and account configuration. Selected Versapay products may provide webhook-style or callback notifications for events such as payment status changes, but event coverage, signing, retries, and payloads must be confirmed. General-purpose bulk APIs, file interfaces, GraphQL, SOAP, SDKs, and direct database access were not confirmed. Martini can consume Versapay REST APIs, expose REST endpoints for supported notifications, maintain incremental synchronization watermarks, transform financial data, apply business rules, and route failures for controlled retry or reconciliation.
| Integration point | Supported by Versapay? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Yes | Retrieve or submit Customers, Invoices, Payments, payment methods, credits, balances, and cash-application information where the applicable product API supports those operations. | Martini can consume Versapay REST endpoints from workflows, transform request and response payloads, apply business rules, and expose internal APIs for downstream systems. |
| Webhooks and outbound callbacks | Limited | Selected Versapay products may notify external systems about payment status changes, invoice or receivable updates, payment failures, customer payment activity, or cash-application results. | Martini can expose a REST API endpoint, validate and normalize incoming notifications, apply idempotency checks, and start an asynchronous workflow. |
| Authentication | Limited | Versapay requires API credentials, but the exact model may vary by product, tenant, environment, and account configuration. API keys, bearer tokens, or other mechanisms may apply. | Martini can store credentials in protected environment configuration or secrets and apply the confirmed authentication scheme when calling Versapay APIs. |
| Incremental synchronization | Yes | Changed Customers, Invoices, and Payments can be synchronized using the filters, pagination, timestamps, statuses, or identifiers supported by the applicable endpoint. | Martini can maintain durable synchronization watermarks, process pages in workflows, and advance checkpoints only after successful target processing. |
| Bulk, asynchronous, or batch APIs | Not confirmed | Product-specific batch or asynchronous functions may exist, but a general Versapay bulk API was not verified. Confirm availability before designing around it. | If no bulk endpoint exists, Martini can implement controlled scheduled processing with pagination, rate-aware batching, and retry handling. |
| File and attachment APIs | Not confirmed | Product-specific imports, exports, remittance files, invoice documents, or attachments may be available, but a general file interface was not confirmed. | Where Versapay provides supported files, Martini can process JSON, XML, spreadsheet, or other documented formats; the interface must be validated first. |
| GraphQL APIs | Not confirmed | No generally applicable Versapay GraphQL API was verified for Customers, Invoices, Payments, or related receivables data. | Martini can consume GraphQL generally, but Versapay integrations should use the documented REST API unless Versapay confirms a product-specific GraphQL endpoint. |
| SOAP APIs | Not confirmed | No generally applicable Versapay SOAP API was verified for new integrations. | Martini can consume SOAP services generally, but the Versapay integration should not assume SOAP availability. |
| Database access | No | Direct access to Versapay-managed production data was not confirmed and is not an appropriate default integration mechanism. | Martini should use Versapay APIs, supported notifications, and documented exports rather than direct database connectivity. |
How Versapay exposes data and business events
Versapay REST APIs
Versapay’s primary integration model is REST API access for applicable product and account configurations. The API may support retrieving or submitting Customers, Invoices, Payments, payment methods, credits, balances, and cash-application data. Exact resources, fields, permissions, pagination, and API versions must be confirmed in the customer’s Versapay documentation.
Martini implementation pattern
Martini implementation pattern: Martini workflows authenticate with protected Versapay configuration, retrieve or submit the required resources, transform payloads into canonical or target-system models, apply financial and identity rules, and persist identifiers and synchronization checkpoints. Separate transient transport failures from validation or authorization failures, and use reconciliation paths for uncertain financial operations.
Implementation sequence
Versapay webhook-style notifications
Versapay may provide webhook-style or callback notifications for selected events in applicable products, including possible payment status changes, invoice updates, payment failures, customer payment activity, or cash-application results. Coverage, signing, retry behavior, ordering, and payload completeness are product-specific and must be confirmed.
Martini implementation pattern
Martini implementation pattern: Martini exposes a REST API endpoint for supported Versapay notifications, validates the request using the configured verification method, records an event identifier, acknowledges valid delivery appropriately, and starts a workflow for enrichment and downstream processing. The workflow can retrieve the current Versapay object when the notification contains only an identifier.
Implementation sequence
Versapay incremental synchronization
When endpoint support is available, Versapay data can be synchronized incrementally using modified dates, statuses, identifiers, pagination, or other documented filters. A generally applicable bulk or asynchronous API was not confirmed, so high-volume designs should validate endpoint behavior and rate limits.
Martini implementation pattern
Martini implementation pattern: A scheduled Martini workflow reads the last successful watermark, retrieves successive pages of changed objects, processes each page with idempotent target writes, and advances the watermark only when the relevant page or batch completes successfully. Controlled concurrency and backoff help manage endpoint limits.
Implementation sequence
Common Versapay integration patterns
Pattern 1: Synchronize ERP invoices to Versapay
When to use this pattern
Use this pattern when an ERP such as NetSuite, Microsoft Dynamics 365 Finance, SAP S/4HANA, or Sage Intacct is the system of record for Customers and Invoices and Versapay is used for payment presentation or receivables activity. The workflow should process changed invoices, preserve source identifiers, and avoid creating duplicates after uncertain API responses.
Integration direction
Example Mapping
| Versapay Field | Canonical Field | Target Field |
|---|---|---|
| customerId | customer.externalId | customerExternalId |
| invoiceNumber | invoice.number | invoiceNumber |
| totalAmount | invoice.totalAmount | totalAmount |
| currencyCode | invoice.currency | currencyCode |
Martini implementation pattern
A scheduled Martini workflow retrieves changed Customers and Invoices from the ERP, validates required fields and decimal-safe amounts, maps headers, lines, taxes, terms, and balances to Versapay’s documented REST model, and submits or updates the data. It stores returned Versapay identifiers, applies deterministic customer matching, and routes validation, rate-limit, and uncertain-write errors to distinct retry or reconciliation paths.
Martini capabilities used
- workflows
- scheduled execution
- API consumption
- data mapping
- business rules
- idempotency
- error handling
Pattern 2: Synchronize Versapay payments to an ERP
When to use this pattern
Use this pattern when payment and cash-application results in Versapay must update receipts, open invoices, or settlement records in an ERP. It supports full or partial applications, unapplied cash, payment status changes, fees, credits, and currency-sensitive reconciliation.
Integration direction
Example Mapping
| Versapay Field | Canonical Field | Target Field |
|---|---|---|
| paymentId | payment.externalId | receipt.externalId |
| amount | payment.amount | receipt.amount |
| currency | payment.currency | receipt.currency |
| invoiceId | allocation.invoiceExternalId | application.invoiceId |
Martini implementation pattern
Martini retrieves changed Payments and cash-application data through the applicable Versapay REST endpoints, normalizes payment and allocation relationships, and applies matching rules using Versapay and ERP identifiers. The workflow writes receipts and applications to the ERP, preserves unapplied or partial amounts, and uses idempotent keys and reconciliation reports to handle retries or incomplete downstream posting.
Martini capabilities used
- API consumption
- data mapping
- financial transformation
- business rules
- workflow orchestration
- error handling
- reconciliation
Pattern 3: Process Versapay payment notifications
When to use this pattern
Use this pattern when the Versapay account supports webhook-style notifications for payment status, payment failure, invoice updates, or cash-application events and downstream systems need faster updates than scheduled polling provides. Event coverage and delivery semantics must be verified for the subscribed product.
Integration direction
Example Mapping
| Versapay Field | Canonical Field | Target Field |
|---|---|---|
| eventType | event.type | paymentStatusEvent.type |
| paymentId | payment.externalId | receipt.externalId |
| status | payment.status | receipt.status |
| occurredAt | event.occurredAt | receipt.eventTimestamp |
Martini implementation pattern
A Martini REST API receives the notification, validates the account-specific security control, records the event ID for deduplication, and starts a workflow. The workflow can retrieve the current Versapay Payment or related Invoice, apply status and identity rules, update the ERP or CRM, and send failed or incomplete events to controlled retry and operational review paths.
Martini capabilities used
- REST API exposure
- webhook consumption
- workflows
- event validation
- idempotency
- API consumption
- error handling
Pattern 4: Synchronize Versapay Customers incrementally
When to use this pattern
Use this pattern when an ERP or CRM and Versapay must share customer account information while preventing duplicate Customers. It is appropriate for scheduled synchronization when the API supports changed-date, status, identifier, or pagination filters.
Integration direction
Example Mapping
| Versapay Field | Canonical Field | Target Field |
|---|---|---|
| customerId | customer.sourceId | externalCustomerId |
| accountNumber | customer.accountNumber | accountNumber |
| name | customer.name | customerName |
| status | customer.status | customerStatus |
Martini implementation pattern
Martini reads a durable watermark, retrieves changed Customers from the source system, applies deterministic matching using stable account identifiers, and creates or updates the corresponding Versapay Customers through the documented API. The workflow stores cross-reference IDs, advances the checkpoint only after successful processing, and sends ambiguous matches or validation failures to an exception queue or review process.
Martini capabilities used
- scheduled workflows
- incremental synchronization
- data mapping
- business rules
- API consumption
- checkpoint management
- error handling
Applications commonly integrated with Versapay
Versapay can be integrated with finance, accounting, billing, and customer-facing applications where invoice, payment, customer, or receivables information must move between systems. The exact object coverage and direction should be confirmed for the customer’s Versapay product and application configuration.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| NetSuite | Synchronize Customers and Invoices from NetSuite to Versapay and return Payments, cash applications, and receivables status for reconciliation. | NetSuite → Martini → Versapay | Use scheduled Martini workflows to retrieve changed NetSuite objects, map invoice and customer fields to Versapay REST payloads, store cross-system identifiers, and process returned payment or allocation data through a separate reconciliation workflow. |
| Microsoft Dynamics 365 Finance | Exchange receivables, invoice, customer, payment, and settlement information between Dynamics 365 Finance and Versapay. | Microsoft Dynamics 365 Finance → Martini → Versapay | Orchestrate API calls from Martini, normalize financial amounts and currencies, apply duplicate and status rules, and write Versapay payment results back to Dynamics 365 Finance using the target system’s supported API. |
| SAP S/4HANA | Present SAP receivables through Versapay and return customer payment and clearing information to SAP. | SAP S/4HANA → Martini → Versapay | Use Martini workflows to transform SAP customer and invoice structures into Versapay requests, retain stable identifiers, and process payment or cash-application responses into SAP posting or clearing formats. |
| Sage Intacct | Synchronize customer accounts, invoices, payments, and receivables status for organizations using Sage Intacct as their accounting system. | Sage Intacct → Martini → Versapay | Run incremental synchronization using source-system timestamps or identifiers, validate required financial fields, call the applicable Versapay API, and route validation failures separately from transient transport errors. |
| QuickBooks Online | Send customer and invoice information to Versapay and reconcile received payments in QuickBooks Online. | QuickBooks Online → Martini → Versapay | Map QuickBooks Online customer and invoice data into Versapay models, record returned Versapay identifiers, and use payment and allocation workflows to update receipts while preventing duplicate postings. |
| Salesforce | Make payment, invoice, and receivables status available to account teams and customer-service processes. | Versapay → Martini → Salesforce | Receive selected Versapay notifications or poll changed objects, normalize payment and invoice status, apply customer matching rules, and update Salesforce through its supported API with idempotent processing. |
| Zuora | Coordinate subscription billing and accounts receivable activity by synchronizing invoice and payment status. | Zuora → Martini → Versapay | Use Martini to transform billing outputs into Versapay invoice structures, correlate invoice identifiers, and return payment status or allocation results to Zuora after validation and reconciliation. |
| Workday Financial Management | Exchange customer receivables, invoice, payment, and settlement information in organizations using Workday for finance. | Workday Financial Management → Martini → Versapay | Implement scheduled or event-assisted workflows that map Workday financial objects to Versapay API payloads, preserve currency and settlement details, and generate exception paths for unmatched or partially applied payments. |
How to build a Versapay integration in Martini
Objective
Establish the Versapay API connection using the credential, tenant, account, merchant, and environment details confirmed for the customer’s product.
Instructions in Martini
- Confirm the applicable Versapay API, version, permissions, and authentication scheme.
- Store API keys, bearer tokens, identifiers, and secrets in protected Martini configuration.
- Configure the target application connection and environment-specific values separately.
Objective
Select a scheduled, API-driven, or supported event-based trigger based on the required latency and the Versapay capabilities available to the account.
Instructions in Martini
- Use a scheduler for incremental Customers, Invoices, or Payments synchronization.
- Expose a Martini REST API when Versapay supports the required webhook-style notification.
- Use a source-system event or API request when the integration is initiated outside Versapay.
Objective
Retrieve or receive the required Versapay object data while respecting the applicable filters, pagination model, and event-delivery behavior.
Instructions in Martini
- Request only the Customers, Invoices, Payments, or allocations needed for the workflow.
- Process all documented pages and use date, status, or identifier filters where supported.
- Retrieve the current resource after a notification when the event payload is incomplete.
Objective
Coordinate the end-to-end Martini workflow from input through validation, enrichment, target writes, checkpointing, and exception handling.
Instructions in Martini
- Separate transport, authentication, validation, and business processing stages.
- Use reusable workflow logic for identifier matching, financial validation, and response handling.
- Persist correlation IDs and external identifiers needed for support and reconciliation.
Objective
Transform Versapay payloads and source-system objects into a canonical model and the target application’s required format.
Instructions in Martini
- Map Customers, Invoices, Payments, credits, payment methods, and allocations explicitly.
- Preserve currency codes, decimal precision, payment dates, settlement dates, and partial amounts.
- Avoid placing full payment credentials or sensitive payment data in logs or workflow variables.
Objective
Apply financial, identity, status, duplicate, and reconciliation rules before writing to downstream systems.
Instructions in Martini
- Use stable external identifiers instead of names as the primary matching key.
- Prevent duplicate invoice and payment creation, including after uncertain responses.
- Route unmatched customers, partial applications, unapplied cash, and invalid statuses to review.
Common Versapay data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Customers | Represent buyers or account holders associated with receivables, invoices, and payment activity. | ERP, accounting platforms, CRM, and customer portals | Martini maps stable customer identifiers and account attributes, applies matching rules, and synchronizes creates or updates through the relevant APIs. |
| Invoices | Represent accounts receivable documents presented to customers for payment. | ERP, accounting platforms, billing systems, and customer portals | Martini transforms headers, line items, taxes, terms, balances, currencies, and external identifiers, then submits or updates invoices with duplicate protection. |
| Payments | Represent customer payments submitted through Versapay or associated payment channels. | ERP, accounting platforms, treasury systems, and reconciliation applications | Martini retrieves or receives payment data, preserves financial precision, classifies status, and posts receipts after idempotency and reconciliation checks. |
| Payment methods | Represent cards, bank accounts, or other instruments configured for customer payments, subject to account capabilities. | ERP, billing platforms, customer portals, and payment operations systems | Martini should process opaque references or tokens where available and avoid logging or storing sensitive payment credentials. |
| Credits or credit memos | Represent adjustments that affect customer balances or invoice settlement. | ERP, accounting platforms, billing systems, and reconciliation tools | Martini maps credit identifiers, amounts, currencies, relationships, and statuses while applying business rules for balance updates. |
| Cash applications or payment allocations | Represent relationships between Payments and Invoices for receivables reconciliation. | ERP, accounting platforms, treasury systems, and finance reporting applications | Martini transforms applied, unapplied, partial, and allocated amounts, matches stable identifiers, and routes exceptions for reconciliation. |
Authentication and security considerations
Credential validation
Versapay authentication varies by product, tenant, environment, and account configuration. Confirm whether the API uses API keys, bearer tokens, OAuth 2.0, or another credential model before implementation; do not assume OAuth 2.0.
Protected configuration
Martini can store Versapay credentials, tenant identifiers, account values, and environment-specific settings in protected configuration or secrets rather than workflow source.
Webhook protection
For supported notifications, confirm Versapay signing, token, source validation, event identifiers, and delivery semantics. Martini should validate requests before starting downstream processing.
Payment data
Do not store full card numbers, bank-account credentials, or other sensitive payment data in logs or custom audit records. Prefer Versapay tokens and opaque payment-method references where provided.
Operational considerations for Versapay integrations
Rate limits and pagination
Confirm endpoint rate limits, Retry-After behavior, concurrency guidance, and pagination format. Martini workflows should process pages deliberately and use exponential backoff for transient throttling.
Incremental processing
Use documented timestamps, statuses, identifiers, or cursors where available. Persist a durable watermark and advance it only after the corresponding page or batch has completed successfully.
Idempotency and financial precision
Use stable Versapay and source-system identifiers, idempotency keys where supported, and duplicate detection before retrying uncertain writes. Preserve decimal precision, currency codes, dates, partial amounts, and unapplied cash.
Schema and status changes
Pin API versions where possible, validate required fields explicitly, and tolerate additive fields. Monitor changes to invoice, payment, customer, and allocation statuses because they can affect posting logic.
Reconciliation and testing
Separate transient transport errors from validation and authorization failures. Test duplicate delivery, partial payment, unmatched customer, rate-limit, timeout, and uncertain-response scenarios, and maintain reconciliation reporting for financial exceptions.
Why use Martini instead of scripts or point-to-point integrations?
Reusable orchestration
Martini centralizes API calls, event handling, transformation, validation, target writes, and exception paths in maintainable workflows instead of distributing logic across scripts.
Controlled change
Mappings, business rules, credentials, and environment values can be managed separately, making it easier to adapt to Versapay API versions, object changes, and different deployment environments.
Reliable processing
Martini supports scheduled and event-driven workflows with pagination, checkpoints, idempotency, retry handling, and reconciliation logic required for invoice and payment integrations.
API-led architecture
Martini can consume Versapay REST APIs and expose controlled REST APIs for internal applications or supported Versapay notifications, creating reusable integration assets rather than one-off point-to-point scripts.
Frequently asked questions
Versapay is primarily integrated through its documented REST APIs for Customers, Invoices, Payments, payment methods, credits, balances, and cash-application data where supported by the relevant product and account. Selected products may also provide webhook-style or callback notifications for specific events. Authentication, object coverage, pagination, and event behavior should be confirmed in the applicable Versapay documentation.
Yes. Martini can integrate with Versapay by consuming its documented REST APIs, exposing REST endpoints for supported webhook-style notifications, transforming financial and customer data, and orchestrating writes to ERP, accounting, CRM, or other enterprise systems. No native Martini Versapay connector is documented in the supplied materials.
No. A dedicated Versapay connector is not required. Martini can use Versapay’s confirmed native integration mechanisms, primarily REST APIs and, where enabled, selected webhook-style or callback notifications, with credentials stored in protected configuration.
Lonti does not charge an additional per-connector or per-vendor fee to integrate Versapay. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Versapay, cloud infrastructure, payment providers, or other third-party systems depending on subscriptions, usage, and deployment model.
REST APIs should be the default integration method because they are the primary confirmed Versapay mechanism. Webhook-style notifications may be used for selected events when enabled for the account. General Versapay GraphQL, SOAP, bulk APIs, SDKs, file interfaces, and direct database access were not confirmed and should not be assumed.
Martini can expose a REST API endpoint to receive Versapay webhook-style or callback notifications when the customer’s Versapay product supports the required events. Event coverage, request signing, retry behavior, ordering, replay support, and payload completeness are product-specific and must be verified.
Synchronization can use scheduled REST API retrieval, supported event notifications, or a combination of both. Martini can use pagination and available date, status, or identifier filters, maintain durable watermarks, map data into the target model, and advance checkpoints only after successful processing.
Martini maps Versapay Customers, Invoices, Payments, credits, payment methods, and cash-application data into canonical and target-system models. Workflows can apply business rules for customer matching, payment status, partial applications, currency, decimal precision, and duplicate prevention before writing to downstream systems.
Related Martini documentation
Workflows
Connect Versapay with your enterprise systems
Use Martini to integrate Versapay REST APIs and supported notifications with ERP, accounting, CRM, and finance workflows through secure, maintainable, and observable integrations.