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Workiva Integration Guide

Integrate Workiva Platform content, Wdata, files, and reporting workflows with enterprise systems through REST APIs, OAuth 2.0, scheduled workflows, and selected event notifications.

Workiva integration options at a glance

Workiva provides REST APIs for platform resources and product capabilities, including Workspaces, Documents, Spreadsheets, Presentations, Wdata, files, folders, and Chains. OAuth 2.0 bearer tokens and Workiva permissions control access to these resources. Selected use cases may support event or notification-driven integration, but webhook coverage must be confirmed for each API. Data-oriented operations may support bulk or asynchronous processing, while file operations require separate handling for content, MIME types, and size limits. Martini can consume these APIs, schedule incremental synchronization, transform JSON and file data, expose controlled APIs, and apply validation, retry, and reconciliation logic.

Integration pointSupported by Workiva?Common use casesHow Martini supports it
REST APIsYesWorkiva documents REST APIs for platform and product resources, including Workspaces, Documents, Spreadsheets, Presentations, Wdata, files, folders, and Chains where enabled.Martini can consume Workiva REST endpoints, send JSON requests, map responses, expose reusable APIs, and orchestrate downstream operations.
AuthenticationYesWorkiva API access uses OAuth 2.0 application credentials, bearer access tokens, scopes, and resource-level permissions.Martini can keep client credentials and token configuration in secured environment settings or secrets and include bearer tokens in API requests.
Webhooks / outbound callbacksLimitedEvent or notification capabilities may exist for selected Workiva use cases, but coverage, delivery, retry behavior, and authentication must be verified per API.Martini can receive documented Workiva notifications through webhook-oriented workflows or use polling when the required event is unavailable.
Bulk / async / batch APIsLimitedData loading and export workflows may support bounded batches, asynchronous jobs, or job-status polling depending on the endpoint.Martini can submit batches, poll job status, handle partial failures, and preserve checkpoints for replay when the Workiva endpoint requires it.
File / attachment APIsYesWorkiva supports file and content-related operations for reporting files, source files, exports, and workspace or document content.Martini can separate binary transfer from JSON metadata processing, validate file properties, and route approved content to repositories or archives.
Scheduled synchronizationYesScheduled retrieval and reconciliation are suitable where event notifications are unavailable or incomplete for a Workiva object.Martini can run scheduled workflows, use incremental filters where available, maintain durable checkpoints, and reconcile missed changes.
Database / analytics accessLimitedWdata supports structured reporting data operations, but Workiva should not be treated as a general-purpose SQL database or unrestricted JDBC endpoint.Martini can consume documented Wdata APIs and write transformed results to supported SQL databases, without assuming direct Workiva database connectivity.
GraphQL APIsNot confirmedNo official Workiva GraphQL API was confirmed in the supplied research.Martini should use Workiva REST APIs rather than assume GraphQL support.

How Workiva exposes data and business events

Workiva REST APIs

Workiva provides REST APIs for platform and product-specific resources. These APIs commonly use JSON payloads and OAuth 2.0 bearer tokens, with access constrained by workspace and resource permissions.

Martini implementation pattern

Martini implementation pattern: Martini authenticates with Workiva, calls the required endpoint, validates the response, maps Workiva objects into a canonical model, and invokes downstream APIs, databases, files, or reporting workflows.

Implementation sequence

Acquire an OAuth 2.0 access token
Call the authorized Workiva REST endpoint
Handle pagination or asynchronous job status
Validate the returned Workiva object
Map fields to the target model
Write the result and record identifiers

Workiva Webhooks and Notifications

Workiva supports event-driven or notification-oriented capabilities for selected use cases, but notifications are not confirmed for every object or event. Subscription, delivery, retry, and authentication details must be verified for the specific API.

Martini implementation pattern

Martini implementation pattern: Where Workiva documents the required event, Martini receives and validates the notification, retrieves the current resource when necessary, and starts a workflow. Otherwise, Martini uses scheduled polling or reconciliation instead.

Implementation sequence

Confirm the Workiva event and delivery contract
Receive the documented notification
Validate its authentication and event details
Retrieve the current Workiva resource
Apply idempotency and business rules
Complete downstream processing or record the event for retry

Workiva Batch and Async Operations

Workiva data-oriented operations may support batch loading, exports, or asynchronous jobs, with behavior varying by endpoint. Payload limits, partial failures, and job-status rules must be confirmed before implementation.

Martini implementation pattern

Martini implementation pattern: Martini partitions source data into bounded batches, submits the applicable Workiva operation, polls a returned job when required, and routes validation or partial failures to a replayable exception path.

Implementation sequence

Read the source data in bounded batches
Map and validate the Workiva payload
Submit the batch or asynchronous operation
Poll the job status when required
Record successes and partial failures
Retry safe transient failures and reconcile the batch

Workiva File and Content APIs

Workiva supports file and content-oriented operations for reporting files, source files, exports, and content associated with Workspaces or Documents. Binary transfer constraints must be handled separately from JSON metadata.

Martini implementation pattern

Martini implementation pattern: Martini retrieves or uploads metadata and binary content through the applicable Workiva endpoints, validates MIME type and size, assigns an idempotent archive key, and records the Workiva identifier and version.

Implementation sequence

Identify the authorized Workiva file or content resource
Retrieve metadata and download or prepare the binary content
Validate file type and size
Transfer the content to the target repository
Store Workiva identifiers and version information
Quarantine invalid content and record the outcome

Scheduled Workiva Synchronization

Scheduled synchronization is a practical fallback when a required Workiva notification is unavailable or incomplete. Incremental filters, modification timestamps, pagination, and reconciliation should be used when supported.

Martini implementation pattern

Martini implementation pattern: A scheduled workflow retrieves changed Workiva objects, processes pages or batches, writes results to the target, and commits a checkpoint only after successful processing.

Implementation sequence

Start the scheduled Martini workflow
Load the last successful checkpoint
Retrieve changed Workiva objects page by page
Transform and write each bounded batch
Commit the checkpoint after successful processing
Run reconciliation for missed or changed objects

Common Workiva integration patterns

Pattern 1: Load financial data into Wdata

When to use this pattern

Use this pattern when Workiva is the governed reporting destination for accounting, transaction, entity, or other financial data from an enterprise source.

Integration direction
NetSuite
Martini
Workiva Wdata
Example Mapping
Workiva FieldCanonical FieldTarget Field
subsidiaryIdorganizationExternalIdWdata organization_id
accountNumberaccountExternalIdWdata account_id
transactionAmountamountWdata amount
transactionDateeventDateWdata transaction_date
Martini implementation pattern

A scheduled Martini workflow retrieves source data, maps it to Wdata columns, validates required fields and data types, partitions the load into safe batches, and submits the Workiva operation. It records batch and response identifiers, retries transient failures, and makes failed batches available for replay.

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

Pattern 2: Archive Workiva reporting content

When to use this pattern

Use this pattern when approved Workiva Documents, Spreadsheets, Presentations, or exports must be copied to an enterprise archive or content repository with version control.

Integration direction
Workiva
Martini
Enterprise archive
Example Mapping
Workiva FieldCanonical FieldTarget Field
idsourceObjectIdarchive_source_id
namecontentNamearchive_filename
modifiedAtsourceVersionTimestamparchive_version_date
mimeTypecontentTypearchive_content_type
Martini implementation pattern

Martini retrieves authorized Workiva metadata and content, validates file properties, constructs an idempotent archive key from the Workiva object and version, and transfers the file to the archive. It avoids duplicate uploads after timeouts and routes inaccessible or invalid content to review.

Martini capabilities used
  • API consumption
  • file handling
  • data mapping
  • business rules
  • idempotency
  • error handling

Pattern 3: Synchronize Wdata with operational systems

When to use this pattern

Use this pattern when governed Workiva reporting data must be made available to a SQL database, warehouse, analytics platform, or operational application.

Integration direction
Workiva Wdata
Martini
PostgreSQL
Example Mapping
Workiva FieldCanonical FieldTarget Field
tableRowIdsourceRowIdworkiva_row_id
reportingPeriodperiodreporting_period
entityNameorganizationNameorganization_name
reportedValuemetricValuemetric_value
Martini implementation pattern

Martini calls the applicable Wdata API, uses pagination or incremental filters where available, transforms the response into the target schema, and writes records with stable source identifiers. The workflow separates validation failures from transient database or Workiva failures and supports checkpointed replay.

Martini capabilities used
  • API consumption
  • pagination
  • data mapping
  • SQL connectivity
  • validation
  • retry handling
  • reconciliation

Pattern 4: Orchestrate selected Workiva events

When to use this pattern

Use this pattern only when Workiva explicitly supports the required notification or callback. For unsupported events, use scheduled polling or periodic reconciliation instead.

Integration direction
Workiva
Martini
ServiceNow
Example Mapping
Workiva FieldCanonical FieldTarget Field
eventTypenotificationTypeevent_category
resourceIdworkivaResourceIdexternal_reference
statusworkflowStatusstate
modifiedAtchangeTimestampupdated_at
Martini implementation pattern

Martini receives the documented notification, validates its authenticity and event type, retrieves the current Workiva resource, applies routing rules, and updates the downstream system. It uses an idempotency key to prevent duplicate processing and falls back to reconciliation when delivery is incomplete.

Martini capabilities used
  • webhook receiving
  • workflow orchestration
  • API consumption
  • business rules
  • idempotency
  • error handling
  • reconciliation

Applications commonly integrated with Workiva

Workiva commonly participates in enterprise reporting, financial control, compliance, risk, and data-management architectures. The following applications can be integrated with Workiva through their supported APIs, files, or other documented interfaces; exact object coverage and direction should be validated for each implementation.

Application Scenario Direction Martini Pattern
NetSuite Transfer general-ledger, subsidiary, account, and transaction data into Workiva for reporting, close, and compliance processes. NetSuite → Martini → Workiva Martini schedules or receives source data from NetSuite, maps financial fields to Wdata structures, validates required values, loads the applicable Workiva data, and records batch identifiers for replay.
SAP S/4HANA Supply financial, consolidation, and master-data inputs for regulatory and management reporting. SAP S/4HANA → Martini → Workiva A Martini workflow consumes SAP data through the approved SAP interface, normalizes accounts and organizational values, applies validation rules, and submits bounded loads to Workiva with retry and reconciliation handling.
Oracle Fusion Cloud ERP Move ledger, account, organizational, and financial data into Workiva reporting workflows. Oracle Fusion Cloud ERP → Martini → Workiva Martini retrieves incremental ERP data, maps it to Wdata columns or reporting structures, validates data types, and processes synchronous or asynchronous Workiva responses.
Salesforce Bring customer, account, pipeline, or control-related data into Workiva reports and compliance workbooks. Salesforce → Martini → Workiva Martini consumes Salesforce API data, transforms account and business attributes into Workiva-compatible JSON, applies filtering and deduplication rules, and writes the approved result to Workiva.
ServiceNow Incorporate IT controls, risk, audit, incident, or compliance data into Workiva reporting processes. ServiceNow → Martini → Workiva A Martini workflow retrieves selected ServiceNow data, maps control and remediation fields into Workiva reporting structures, and can route approved status updates back through controlled API calls.
Workday Use workforce, organizational, and financial-planning data in reporting, ESG, or compliance processes. Workday → Martini → Workiva Martini retrieves authorized Workday data, normalizes worker or organization identifiers, validates effective dates, and loads the resulting data into the appropriate Workiva table or workflow.
Jira Link control deficiencies, audit findings, or remediation work with engineering and project execution data. Jira → Martini → Workiva Martini synchronizes selected Jira issues or status changes into Workiva, applies governance and mapping rules, and optionally exposes an API for controlled Workiva-to-Jira updates.
Microsoft Power BI Publish or refresh governed Workiva data for broader analytical consumption. Workiva → Martini → Microsoft Power BI Martini retrieves Wdata or reporting outputs, transforms them into the target ingestion format, and delivers them through the supported Power BI or intermediate file/API mechanism while tracking export versions.

How to build a Workiva integration in Martini

Objective

Establish authorized access to Workiva and any downstream systems without embedding credentials in workflow logic.

Instructions in Martini

  • Create or obtain a Workiva OAuth application and required scopes.
  • Store client secrets and environment-specific values in Martini secrets or secure configuration.
  • Configure the Workiva API base URL and bearer-token authentication pattern.
  • Test access with a least-privilege integration identity.

Objective

Select an event-driven, API-led, or scheduled initiation strategy based on the Workiva object and confirmed notification coverage.

Instructions in Martini

  • Use a Workiva notification only when the required event is explicitly supported.
  • Use a Martini API endpoint for controlled inbound requests from enterprise systems.
  • Use a scheduler for polling, incremental synchronization, and reconciliation.
  • Define the checkpoint or event identifier used to prevent missed changes.

Objective

Retrieve Workiva content or source-system data using the endpoint’s pagination, filtering, file, batch, or asynchronous rules.

Instructions in Martini

  • Call the required Workiva REST endpoint.
  • Process list responses page by page where applicable.
  • Handle file content separately from JSON metadata.
  • Poll asynchronous jobs when the endpoint returns a job identifier.
  • Capture Workiva identifiers, timestamps, request context, and response status.

Objective

Coordinate retrieval, validation, transformation, target writes, and exception paths in a maintainable Martini workflow.

Instructions in Martini

  • Structure the workflow into reusable retrieval, mapping, validation, and delivery stages.
  • Route successful, validation-failed, authorization-failed, and transient-failure outcomes separately.
  • Use bounded batches for large Wdata or file operations.
  • Preserve checkpoints only after the corresponding target write succeeds.

Objective

Transform Workiva objects and content metadata into canonical and target-specific models while protecting schema contracts.

Instructions in Martini

  • Map Workiva object identifiers and modification information to stable internal fields.
  • Validate required columns, data types, file types, and business keys.
  • Apply date, numeric, naming, and status transformations explicitly.
  • Keep mappings separate from business rules so schema changes are easier to maintain.

Objective

Apply governance, filtering, deduplication, routing, and idempotency decisions before writing to target systems.

Instructions in Martini

  • Check workspace and resource authorization outcomes separately from not-found responses.
  • Use stable external identifiers and source batch IDs for duplicate prevention.
  • Quarantine invalid or incomplete data instead of retrying it indefinitely.
  • Apply approval or archive rules before distributing Workiva content.

Common Workiva data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
WorkspacesRepresent collaborative Workiva environments containing content, users, and permissions.Identity platforms, governance systems, reporting repositoriesMartini retrieves workspace metadata through authorized REST calls, preserves identifiers, and applies permission-aware synchronization.
DocumentsStore structured reporting and narrative content for regulatory, financial, or management reporting.Enterprise archives, content repositories, reporting systemsMartini retrieves approved metadata or content, maps document versions, and transfers files or exports idempotently.
SpreadsheetsProvide spreadsheet-based reporting, analysis, and controlled business content.Data warehouses, archives, analytics platforms, financial systemsMartini processes spreadsheet metadata or content according to endpoint capabilities and tracks modification or version information.
PresentationsContain presentation files and reporting content used in enterprise communications.Content repositories, archives, reporting portalsMartini retrieves authorized presentation metadata or exports, validates file properties, and prevents duplicate archival.
Wdata tablesHold structured data used for reporting, analysis, and governed data workflows.ERP systems, data warehouses, SQL databases, analytics platformsMartini maps source fields to Wdata columns, validates types and required values, submits bounded loads, and handles asynchronous results where applicable.
ChainsRepresent Workiva automation workflows that orchestrate data and reporting operations.Workflow platforms, monitoring systems, enterprise applicationsMartini can consume documented Chain-related API resources where authorized and coordinate surrounding workflow, status, and error processes.

Authentication and security considerations

OAuth 2.0 and permissions

Workiva APIs use OAuth 2.0 application credentials and bearer access tokens. Access is also constrained by scopes and Workiva permissions at organization, workspace, document, spreadsheet, Wdata, or other resource levels.

  • Store client secrets and token configuration in protected Martini environment settings or secrets management.
  • Use a least-privilege Workiva integration identity.
  • Do not assume that a valid token grants access to every Workiva object.
  • Do not log client secrets, access tokens, or sensitive reporting content.

Controlled API exposure

Martini can expose controlled APIs for internal systems that need Workiva data, allowing authentication, authorization, validation, and downstream routing to be managed independently of Workiva credentials.

Operational considerations for Workiva integrations

Reliability and synchronization

  • Implement pagination and incremental retrieval where Workiva endpoints support them.
  • Confirm rate, concurrency, payload-size, file-size, and asynchronous job limits for each API family.
  • Use bounded retries with exponential backoff for transient failures and treat HTTP 429 and 5xx responses separately from validation or authorization errors.
  • Use stable identifiers, checkpoints, and idempotent archive or load keys to prevent duplicates.

Schema and content controls

  • Treat Wdata columns, document structures, export formats, and file properties as versioned contracts.
  • Validate required fields, data types, MIME types, and content sizes before writing downstream.
  • Separate binary file transfer from JSON metadata processing.
  • Test mappings against representative workspaces and content before production deployment.

Observability

Capture Workiva request identifiers, endpoint names, status codes, latency, retry counts, and processed batch identifiers where permitted. Route partial failures and invalid content to replayable review paths and monitor workflow execution through Martini logging and operational metrics.

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

More than point-to-point scripts

Martini provides a maintainable workflow layer between Workiva and enterprise applications. It can consume REST APIs, expose controlled APIs, schedule polling, receive supported notifications, transform data, apply business rules, and write to databases, files, and downstream applications.

  • Centralize OAuth configuration, secrets, validation, and error handling.
  • Reuse mappings and workflow components across Workspaces, Wdata, Documents, and other Workiva resources.
  • Support real-time where documented, scheduled, batch, and reconciliation-based processing in one integration design.
  • Make retries, checkpoints, duplicate prevention, and partial-failure handling explicit.
  • Keep vendor-specific API calls separate from canonical data models and business rules.

This approach reduces duplicated integration logic while preserving the flexibility to use custom transformation or business logic when Workiva API behavior requires it.

Frequently asked questions

How can Workiva be integrated with enterprise systems?

Workiva can be integrated through its documented REST APIs, OAuth 2.0 authentication, file and content operations, data-oriented batch or asynchronous operations where supported, and selected event or notification capabilities. Scheduled polling and reconciliation are appropriate when a required notification is unavailable.

Can Martini integrate with Workiva?

Yes. Martini can consume Workiva REST APIs using OAuth 2.0, transform Workiva JSON and file data, load or retrieve Wdata and reporting content where the tenant permissions allow it, expose controlled APIs, and orchestrate scheduled or selected notification-driven workflows.

Do I need a connector to integrate Workiva with Martini?

No. A dedicated Workiva connector is not required. Martini can integrate with Workiva through Workiva’s documented REST APIs, OAuth 2.0 authentication, file operations, and explicitly supported notification mechanisms.

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

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

Which Workiva integration methods should be used?

REST APIs are the primary integration method. OAuth 2.0 should be used for authorization, while file APIs, batch or asynchronous operations, and scheduled synchronization can support content and data workflows. GraphQL and SOAP should not be assumed because they were not confirmed for Workiva.

Are Workiva webhooks or event notifications available?

Workiva supports event-driven or notification-oriented capabilities for selected use cases, but availability is not confirmed for every Workiva object or event. The specific event contract, delivery behavior, retry model, and authentication requirements should be verified; otherwise, Martini can use scheduled polling or reconciliation.

How does Martini synchronize Workiva data?

Martini can retrieve Workiva objects or Wdata through authorized APIs, process pagination and incremental filters where available, map data into target schemas, and maintain durable checkpoints. Stable Workiva identifiers, modification timestamps, batch IDs, and reconciliation flows help prevent duplicates and missed changes.

How are Workiva errors, retries, and duplicates handled?

Martini can separate authorization, validation, rate-limit, transient server, and business failures. Bounded retries with backoff are appropriate for transient conditions, while non-idempotent writes require a safe confirmation strategy. Stable external identifiers, source batch IDs, checkpoints, and replayable exception paths help prevent duplicate processing.

Related Martini documentation

API Integration

Workflows

Security

Operations

Connect Workiva with Martini

Use Martini to build secure, maintainable Workiva integrations across reporting content, Wdata, files, enterprise applications, and operational workflows.

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