Knowledge BaseConnectors

Connectors

Setup guides and deep dives for each source and target system.

NetSuite Connector Setup

Implementer

Configure OAuth authentication, required roles, and SuiteQL access for the NetSuite source connector.

NetSuite SuiteQL Queries

Implementer

How VersionForge uses SuiteQL for data extraction, including default query templates, custom overrides, and pagination.

NetSuite GL, AR, and AP Data Model

Data model guide for GL journal entries, AR invoices, AP bills, trial balance extraction, and multi-subsidiary handling.

Workday HCM Connector Setup

Implementer

Configure OAuth 2.0 authentication, Integration System User, security groups, and RaaS access for the Workday HCM connector.

Workday RaaS Configuration

Implementer

Configure Report-as-a-Service reports in Workday for worker, position, and compensation data extraction.

Workday Large Tenant Chunking

Implementer

How VersionForge handles large Workday tenants with supervisory org chunking, parallel extraction, and completeness validation.

Adaptive Planning Connector Setup

Implementer

Configure API token authentication, target model selection, and sheet configuration for the Adaptive Planning target connector.

Adaptive Planning XML API Reference

Implementer

Technical reference for the importConfigurableModelData endpoint, pipe-delimited format, batch sizing, and error handling.

Adaptive Dimension Auto-Create

Implementer

How VersionForge auto-creates new dimension members in Adaptive Planning when source data contains values not yet in the model.

Pigment Connector Setup

Implementer

Configure API authentication, target model selection, and import configuration discovery for the Pigment target connector.

Pigment as a Source Connector

Implementer

Configure Pigment EPM as a source to extract list and table data for downstream targets. Covers auth scopes, object types, rate limits, and troubleshooting.

Pigment CSV Push API

Implementer

How VersionForge pushes data to Pigment via the CSV Push API, including bulk upload mechanics, validation, and dimension matching.

Pigment Null Value Handling

How VersionForge handles null dimension values when pushing to Pigment, including placeholder generation, skip rules, and configuration.

Stripe Connector Setup

Implementer

Configure Stripe API authentication, supported objects, and incremental extraction for the Stripe source connector.

Stripe Subscription Data for Planning

How to map Stripe subscription, invoice, and customer data into planning dimensions for MRR, churn, and revenue forecasting.

CSV Connector Setup

Implementer

Configure the CSV connector as both a source for importing files and a target for exporting data, useful for migrations, testing, and one-off loads.

CSV Encoding and Delimiter Detection

How VersionForge auto-detects file encoding, delimiter characters, column types, and header rows in CSV files.

Salesforce Connector Setup

Implementer

Configure JWT Bearer authentication, Connected App setup, and RSA key generation for the Salesforce source connector.

Salesforce Supported Objects & SOQL

Implementer

Reference for supported Salesforce object types, extracted fields, SOQL query structure, and custom SOQL overrides.

Salesforce Bulk API & REST Auto-Switching

Implementer

How VersionForge automatically selects between REST API and Bulk API 2.0 for Salesforce extractions based on estimated row count.

ADP Workforce Now Connector Setup

Implementer

Configure OAuth 2 client credentials and mutual TLS to stream workers, organizations, assignments, compensation, and positions from ADP Workforce Now into VersionForge.

Costpoint (Deltek) Connector Setup

Implementer

Configure OAuth 2.0 or Basic Auth credentials, database targeting, and API access for the Costpoint Deltek source connector.

Costpoint Supported Objects & Data Model

Implementer

Reference for supported Costpoint object types, extracted fields, incremental filtering, and pagination behavior.

Built by Vantage Advisory

VersionForge is built by the team at Vantage Advisory Group — consultants who have spent years implementing Workday, NetSuite, Stripe, Salesforce, Adaptive, and Pigment integrations for finance, RevOps, and workforce-planning teams. We built the product we kept wishing existed.

See It Running on Your Own Data in 30 Minutes

Book a walkthrough with the founding team. Bring your messiest data pipeline — GL close, MRR reconciliation, or headcount plan. We'll show you how VersionForge handles it.