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Vertex Integration Guide

Connect Vertex tax services with ERP, commerce, billing, and procurement applications through REST APIs, selected SOAP services, and orchestrated tax workflows.

Vertex integration options at a glance

Vertex Cloud provides REST APIs for submitting transactions, calculating tax, retrieving tax details, and performing selected address or tax-area operations. Vertex O Series and some legacy or product-specific deployments may expose SOAP web services, although availability depends on the product and version. Selected compliance processes may support files or batch operations, but a universal bulk or attachment API is not confirmed. Vertex Cloud uses token-based authentication, while other deployments may require different credentials or network controls. Martini can consume these APIs, expose controlled endpoints for source applications, transform tax data, and orchestrate validation, retries, and reconciliation workflows.

Integration pointSupported by Vertex?Common use casesHow Martini supports it
REST APIsYesVertex Cloud REST APIs support transaction tax calculation, tax-detail retrieval, and selected address or tax-area operations. Exact resources depend on the subscribed Vertex product and API version.Martini can consume Vertex REST endpoints, manage authenticated requests, transform payloads, and orchestrate responses into ERP, commerce, billing, or procurement workflows.
SOAP APIsLimitedVertex O Series and some legacy or product-specific deployments may expose SOAP web services. Availability is deployment- and version-dependent.Martini can consume supported SOAP services and handle XML mapping, authentication configuration, validation, and error processing when the Vertex deployment requires SOAP.
AuthenticationYesVertex Cloud generally uses an OAuth 2.0-style token flow with application credentials, bearer tokens, tenant or company identifiers, and product-specific permissions.Martini can keep credentials and environment settings in secure configuration, obtain or renew tokens as required, and separate cloud credentials from deployment-specific authentication.
Webhooks / outbound callbacksNot confirmedNo universal Vertex webhook catalog was confirmed for transaction, tax, or configuration events. Integrations should not assume Vertex can notify Martini about every change.Martini can expose an API for upstream applications to send events and can use scheduled retrieval or reconciliation when Vertex does not provide the required notification mechanism.
Bulk / async / batch APIsNot confirmedBatch or file-based processing may exist in selected Vertex products or compliance workflows, but a universal Vertex Cloud bulk or asynchronous API model was not confirmed.Martini can orchestrate controlled batches, scheduling, checkpointing, and retries once the supported Vertex operation and limits are confirmed.
File / attachment APIsLimitedSelected Vertex products may support file-based tax, exemption, or compliance processes. A general-purpose attachment API was not confirmed.Martini can process approved files and invoke documented Vertex endpoints or file-transfer mechanisms, while validating formats and recording processing status.
Database / analytics accessNoDirect database access to Vertex-managed cloud data should not be assumed. Reporting and compliance access is product-specific.Martini should use documented Vertex APIs or supported exports rather than direct database access to Vertex-managed data.

How Vertex exposes data and business events

Vertex REST APIs

Vertex Cloud provides REST APIs for tax-related operations such as submitting transactions for calculation, retrieving calculated tax details, and performing selected address or tax-area lookups. The available resources depend on the subscribed product, tenant, and API version.

Martini implementation pattern

Martini implementation pattern: Martini receives a transaction from an ERP, commerce, billing, or procurement application, validates and maps the source model, obtains an access token using secure configuration, calls the appropriate Vertex REST endpoint, and transforms the response for the consuming application or an audit store.

Implementation sequence

Receive the source transaction or API request
Validate document, location, product, and customer attributes
Map the source payload to the Vertex transaction structure
Obtain or renew the Vertex access token
Submit the transaction to the appropriate Vertex REST endpoint
Map calculated tax details back to the target system or response API

Vertex SOAP APIs

Vertex O Series and some legacy or product-specific deployments may expose SOAP web services. SOAP should be selected only after confirming the product, version, endpoint, authentication, and network requirements.

Martini implementation pattern

Martini implementation pattern: Martini consumes the supported Vertex SOAP service, transforms source data into the required XML message, applies deployment-specific authentication and transport controls, parses the response, and routes SOAP faults or validation errors according to workflow policy.

Implementation sequence

Confirm the supported Vertex O Series or legacy SOAP service
Receive and validate the source transaction
Map source fields to the required Vertex XML structure
Call the Vertex SOAP endpoint over the approved network path
Parse tax results or SOAP faults
Return the result and persist correlation and error details

Vertex File and Batch Processes

Selected Vertex products may support file-based tax, exemption, compliance, or batch processes, but a universal Vertex Cloud bulk or attachment API was not confirmed. Supported formats, transfer mechanisms, and limits must be validated for the deployment.

Martini implementation pattern

Martini implementation pattern: Martini schedules or receives an approved file, validates its structure, transforms rows into the Vertex-required format, submits or transfers it through the documented mechanism, and records the processing outcome for reconciliation.

Implementation sequence

Receive or generate the approved Vertex input file
Validate file structure, required columns, and business values
Transform source records into the Vertex-specific format
Transfer or submit the file through the documented mechanism
Capture processing status and rejected rows
Reconcile accepted results and route exceptions for review

Common Vertex integration patterns

Pattern 1: Calculate tax for commerce orders

When to use this pattern

Use this pattern when a commerce platform needs synchronous or near-real-time Vertex tax calculation during checkout or order creation. It is appropriate when the selected Vertex API and network path meet the transaction latency requirements.

Integration direction
Shopify
Martini
Vertex
Example Mapping
Vertex FieldCanonical FieldTarget Field
order.idtransaction.sourceIdTransaction transactionId
lineItems[].skulines[].productCodeLine Item product
shippingAddressdestination.locationLocation destination
totalPricetransaction.amountTransaction documentAmount
Martini implementation pattern

Martini exposes a controlled API or consumes a commerce event, validates addresses and product taxability data, maps the order into a Vertex transaction, and invokes the tax calculation endpoint. It maps jurisdiction and tax amounts back to the commerce response, applies timeout and fallback rules, and prevents duplicate submissions with stable source identifiers and persisted status.

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

Pattern 2: Determine ERP invoice and credit taxes

When to use this pattern

Use this pattern for invoices, credit memos, purchasing documents, or returns originating in an ERP. It supports financial posting flows where Vertex remains the authoritative tax engine.

Integration direction
NetSuite
Martini
Vertex
NetSuite
Example Mapping
Vertex FieldCanonical FieldTarget Field
tranIdtransaction.documentNumberTransaction transactionId
entitycustomer.partyIdCustomer customerCode
item[].amountlines[].extendedAmountLine Item extendedPrice
taxDetails[].taxAmounttaxes[].amountTax calculatedAmount
Martini implementation pattern

A Martini workflow receives or retrieves ERP transactions, validates document type, tax date, registration, location, and line attributes, then calls Vertex and maps the response back to the ERP. The workflow records request and response references, distinguishes transient failures from business validation errors, and supports controlled retry and reconciliation.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • validation
  • retry handling
  • reconciliation

Pattern 3: Enrich addresses and tax areas

When to use this pattern

Use this pattern when customer, order-management, or master-data processes need Vertex-supported address or tax-area information before tax calculation or downstream validation.

Integration direction
Salesforce
Martini
Vertex
Example Mapping
Vertex FieldCanonical FieldTarget Field
BillingAddress.streetlocation.streetLocation streetAddress
BillingAddress.postalCodelocation.postalCodeLocation postalCode
BillingAddress.countrylocation.countryCodeLocation country
taxAreaIdlocation.taxAreaIdentifierTax Area identifier
Martini implementation pattern

Martini receives address data, checks required fields and country-specific formatting, calls the appropriate Vertex location or tax-area service where available, and returns normalized results to the source application. Ambiguous or incomplete addresses are routed for review rather than repeatedly retried.

Martini capabilities used
  • API consumption
  • workflows
  • data mapping
  • validation
  • conditional routing
  • error handling

Pattern 4: Reconcile source transactions with Vertex tax results

When to use this pattern

Use this pattern when finance or tax teams need periodic comparison of source transaction totals and Vertex results, especially where a universal Vertex webhook mechanism is unavailable.

Integration direction
SAP S/4HANA
Martini
Vertex
Example Mapping
Vertex FieldCanonical FieldTarget Field
BillingDocumentreconciliation.documentIdTransaction transactionId
NetAmountreconciliation.sourceTaxableAmountTransaction taxableAmount
TaxAmountreconciliation.sourceTaxAmountTax calculatedAmount
CompanyCodereconciliation.legalEntityTransaction companyCode
Martini implementation pattern

A scheduled Martini workflow retrieves source transactions and applicable Vertex results through documented APIs or exports, compares amounts by document, line, jurisdiction, and tax type, and classifies differences. It writes exceptions to an operational store or approved file, checkpoints progress, and retries only transient retrieval failures.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • mapping
  • business rules
  • database or file handling
  • checkpointing
  • monitoring

Applications commonly integrated with Vertex

Vertex commonly participates in tax determination flows involving financial, commerce, billing, and customer-facing applications. The exact integration model depends on the Vertex product, deployment, API version, and transaction requirements. Martini can provide a controlled orchestration layer between these applications and Vertex.

Application Scenario Direction Martini Pattern
SAP S/4HANA Calculate sales, use, VAT, purchasing, invoice, and credit-document taxes while returning Vertex tax results to the ERP. SAP S/4HANA → Martini → Vertex Receive transaction data through an API or source-system event, map company, customer, product, location, and line-item values into the Vertex transaction structure, call the appropriate Vertex API, and return or persist calculated tax details with correlation and retry handling.
Oracle Fusion Cloud ERP Determine tax for receivables, payables, purchasing, and billing transactions. Oracle Fusion Cloud ERP → Martini → Vertex Orchestrate invoice and purchasing requests, validate required tax attributes, transform the Oracle payload into Vertex transaction and line-item data, and map jurisdiction and amount details back to the ERP.
Microsoft Dynamics 365 Finance Externalize tax calculation for sales, purchasing, invoices, and credit transactions. Microsoft Dynamics 365 Finance → Martini → Vertex Expose a Martini API or consume Dynamics events, apply business validation and location enrichment, call Vertex synchronously where latency permits, and route rejected transactions or transient failures for appropriate handling.
NetSuite Apply tax calculation to sales orders, invoices, and credit memos and return tax details to financial processes. NetSuite → Martini → Vertex Use a Martini workflow to receive NetSuite transaction data, map customers, products, locations, charges, and document types to Vertex, invoke the selected Vertex endpoint, and persist request and response references for reconciliation.
Salesforce Calculate tax for quotes, orders, subscriptions, or commerce transactions before financial posting. Salesforce → Martini → Vertex Receive a Salesforce request through a controlled Martini API, transform commerce or order data into Vertex line items and locations, return the tax result, and apply timeout and validation policies for customer-facing flows.
Shopify Support external tax calculation for checkout and order workflows where Vertex is the selected tax engine. Shopify → Martini → Vertex Consume the relevant Shopify event or API request, normalize checkout, product, customer, and address data, call Vertex, and return or store the result according to the supported Shopify and Vertex transaction model.
Zuora Determine tax on subscription charges, invoices, amendments, and credit transactions. Zuora → Martini → Vertex Trigger a Martini workflow from billing events or scheduled retrieval, map subscription and invoice lines to Vertex transactions, preserve source identifiers, and reconcile returned tax amounts with billing records.
Workday Support tax determination for selected financial, supplier, or customer processes. Workday → Martini → Vertex Use a source event, API, or scheduled exchange to obtain Workday transaction data, validate registration and location attributes, call Vertex, and return tax details or route exceptions for financial review.

How to build a Vertex integration in Martini

Objective

Confirm the Vertex product, deployment, API version, endpoint, tenant context, and authentication model before building mappings.

Instructions in Martini

  • Identify whether the implementation uses Vertex Cloud, O Series, or another product deployment.
  • Store client credentials, tokens, tenant identifiers, endpoint settings, and network configuration in secure environment configuration.
  • Use OAuth 2.0-style token handling for Vertex Cloud where documented and confirm alternative controls for other deployments.

Objective

Select a trigger that matches the transaction and event model rather than assuming Vertex provides universal outbound notifications.

Instructions in Martini

  • Use a Martini API for synchronous tax requests from commerce, ERP, or billing applications.
  • Use source-system events when the upstream application can initiate the workflow.
  • Use a scheduler for retrieval, batch, or reconciliation processes when Vertex notifications are unavailable.

Objective

Obtain complete transaction, product, customer, and location data before calling Vertex.

Instructions in Martini

  • Receive the source payload or retrieve the next page of source transactions.
  • Capture stable source identifiers, document types, transaction dates, and correlation identifiers.
  • Validate that required addresses, product classifications, registrations, and line values are present.

Objective

Coordinate the Vertex call, response processing, business rules, and target-system updates in a maintainable workflow.

Instructions in Martini

  • Select the appropriate REST or confirmed SOAP operation for the Vertex product.
  • Apply conditional routing for synchronous calculation, scheduled processing, or exception handling.
  • Persist workflow state needed for retries, reconciliation, and auditability.

Objective

Translate source application models into Vertex transaction structures and convert returned tax details into target models.

Instructions in Martini

  • Map document, customer, product, location, quantity, price, discount, freight, and registration fields.
  • Transform JSON or XML according to the selected Vertex API or service contract.
  • Preserve line-level, jurisdiction, tax-type, amount, and correlation information in the response.

Objective

Apply integration validation and business policies without duplicating Vertex tax logic in Martini.

Instructions in Martini

  • Reject incomplete or ambiguous addresses before tax calculation where possible.
  • Distinguish data validation failures from authentication, timeout, rate-limit, and service failures.
  • Define fallback behavior for customer-facing checkout and posting workflows.

Common Vertex data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
TransactionRepresents a sale, purchase, invoice, credit, return, or other business document submitted for tax calculation.SAP S/4HANA, Oracle Fusion Cloud ERP, NetSuite, Microsoft Dynamics 365 Finance, Salesforce, Shopify, ZuoraMartini validates document type, dates, identifiers, currency, locations, and totals before mapping the transaction to the selected Vertex API and preserving correlation data.
Line ItemCarries product or service, quantity, price, taxability, discount, freight, and charge information within a transaction.ERP, commerce, billing, and procurement applicationsMartini maps each source line to Vertex line-item attributes, applies transformation and validation rules, and maps returned tax details back to the source line.
ProductIdentifies the item or service being sold or purchased and its product class, taxability category, or tax code.ERP, product catalogs, commerce platforms, and billing systemsMartini can enrich or normalize product taxability attributes before submission and route missing or invalid classifications for correction.
LocationRepresents origin, destination, seller, purchaser, ship-from, ship-to, or registration locations used in tax determination.ERP, commerce, customer master, order management, and billing systemsMartini validates address fields, calls supported Vertex location or tax-area services where available, and flags incomplete or ambiguous locations.
CustomerIdentifies the purchaser, seller, or business party associated with a transaction and its tax treatment.ERP, CRM, commerce, billing, and procurement applicationsMartini maps customer identifiers, exemption or registration attributes, and party roles while applying privacy-aware logging and validation.
TaxContains calculated tax amounts, jurisdictions, tax types, rates, taxable basis, and related calculation details.ERP, billing, commerce, finance, reporting, and reconciliation storesMartini maps Vertex tax results to target fields, preserves jurisdiction and calculation references, and supports reconciliation and audit records.

Authentication and security considerations

Product-specific authentication

Vertex Cloud generally uses an OAuth 2.0-style token flow in which application credentials are exchanged for a bearer token. Vertex O Series and other deployments may use different credentials, service accounts, network controls, or allowlisting.

Secure configuration

  • Store credentials, tokens, tenant identifiers, scopes, endpoint URLs, and environment settings in Martini secrets and secure configuration.
  • Handle token expiration and renewal without storing long-lived access tokens in mappings or workflow payloads.
  • Use HTTPS and approved TLS, network, and private-connectivity controls for the selected Vertex deployment.
  • Restrict tax data access and redact sensitive customer information from diagnostic logs.

Operational considerations for Vertex integrations

Product and schema scope

Vertex is a product family rather than one uniform API surface. Confirm the product, deployment, API version, endpoint, supported resources, and tax-content requirements before implementation.

Throughput and pagination

Use the pagination, rate limits, concurrency limits, and batch behavior documented for the selected Vertex product. Do not assume that a single response contains all results or that a universal bulk API is available.

Idempotency and retries

Use stable transaction identifiers, correlation IDs, persisted request status, and idempotency controls where supported. Retry network, timeout, and rate-limit failures with controlled backoff, but route invalid addresses, products, registrations, or transaction structures for correction.

Testing and auditability

Test tax dates, document types, jurisdictions, exemptions, rounding, credits, returns, and incomplete locations across representative environments. Retain appropriate source identifiers, Vertex references, tax amounts, timestamps, API versions, retry history, and environment context for reconciliation.

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

Orchestrate beyond a single API call

Vertex tax integration usually involves source-system events or requests, validation, product and location mapping, authenticated API calls, response transformation, and financial updates. Martini provides workflows and APIs to coordinate that end-to-end behavior.

Keep mappings maintainable

Martini separates transformation and business rules from individual point-to-point scripts. Reusable workflows can support multiple ERP, commerce, billing, and procurement applications while preserving Vertex as the authoritative tax engine.

Operate reliably

  • Centralize secure configuration and product-specific authentication.
  • Apply consistent validation, retry, timeout, and duplicate-prevention policies.
  • Support scheduled reconciliation when Vertex does not provide a universal webhook mechanism.
  • Provide operational logging and error routing without embedding credentials or sensitive data in logs.

Frequently asked questions

How can Vertex be integrated with enterprise systems?

Vertex can be integrated through Vertex Cloud REST APIs for transaction tax calculation, tax-detail retrieval, and selected address or tax-area services. Vertex O Series and some legacy or product-specific deployments may also expose SOAP services. Enterprise applications can submit transaction, product, customer, and location data and receive calculated tax details through an orchestration layer such as Martini.

Can Martini integrate with Vertex?

Yes. Martini can integrate with Vertex by consuming documented Vertex Cloud REST APIs and, where applicable, supported Vertex SOAP services. Martini can expose APIs for ERP, commerce, billing, or procurement applications, then handle transformation, validation, authentication, retries, and reconciliation.

Do I need a connector to integrate Vertex with Martini?

No. A dedicated Vertex connector is not required. Martini can use Vertex's confirmed native REST APIs, supported SOAP services, product-specific file mechanisms, and authentication methods through workflows and APIs.

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

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

Which Vertex integration method should a new implementation use?

For Vertex Cloud, the documented REST APIs are the preferred starting point. SOAP should be used only when the required Vertex O Series or legacy deployment exposes a supported service and the product, version, authentication, and network requirements have been confirmed.

Does Vertex provide webhooks or outbound callbacks?

A universal Vertex webhook catalog was not confirmed. Integrations should not assume Vertex will notify Martini about every tax calculation, configuration change, or compliance event. Source-system events, a Martini API, scheduled retrieval, or reconciliation may be needed instead.

How should Vertex synchronization, mapping, and retries work?

Martini can synchronize through source events, API requests, scheduled retrieval, or approved exports. Workflows map transaction, line-item, product, location, customer, and tax fields, while stable source identifiers and correlation IDs support idempotency. Transient failures can use controlled backoff and retries; invalid tax data should be routed for correction.

Can Martini expose an API façade for Vertex tax services?

Yes. Martini can expose a controlled REST API that accepts a normalized tax request from ERP, commerce, billing, or procurement applications, invokes the appropriate Vertex API, and returns a consistent response. This can centralize authentication, validation, mapping, timeout policies, and error handling without reproducing Vertex tax logic.

Related Martini documentation

APIs

Workflows

Data

Security

Operations

Connect Vertex with Martini

Use Martini to orchestrate Vertex tax calculations across ERP, commerce, billing, and procurement applications with secure authentication, reusable workflows, reliable mappings, and controlled reconciliation.

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