--- title: "Xactly connector: setup and compatibility | Stacksync" description: "Xactly integration guide: plan Products & Customers and Orders, record identity, setup, and compatibility." canonical: https://www.stacksync.com/connectors/xactly last_modified: 2026-09-15 --- CRM · Two-way sync platform # Xactly integration. Connect your Xactly workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Products & Customers, Orders and Payment Summary (Payable). - Review your systems with an integration engineer - Get a scoped implementation and validation plan Technical workflow review ## Bring one workflow. Leave with a technical plan. An engineer will assess the required records, access method, and read/write operations before recommending an implementation. - **Orders** - **Credits** - **Transactions (Commission & Bonus)** **What to bring** Bring a sample record, the other system, and the change your team needs to automate. [Talk through your workflow](https://www.stacksync.com/book-a-demo?connector=xactly) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Record types ## Xactly records to discuss. These Xactly record examples help scope a technical review. They are not a list of verified Stacksync operations. Orders Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices. Credits Identify this record type and the operation you need to review with Stacksync. Transactions (Commission & Bonus) Identify this record type and the operation you need to review with Stacksync. ### See 3 more record examples Participants (Payees) Identify this record type and the operation you need to review with Stacksync. Positions & Titles Identify this record type and the operation you need to review with Stacksync. Quotas / Targets Identify this record type and the operation you need to review with Stacksync. Connection setup ## Xactly connection requirements. Review Xactly access and the operations your workflow needs with Stacksync. The vendor API reference below can help your administrator prepare for that discussion. ### Prepare access and scope for the engineering review - Identify the Xactly account, edition, environment, and business objects the integration must access. - Confirm a Stacksync connector or implementation path for Xactly, including read/write support, authentication, and initial-load limits. [Open the Xactly vendor API reference](https://www.xactlycorp.com/products/connect-api) ### Xactly API reference - [Xactly vendor API documentation](https://www.xactlycorp.com/products/connect-api) Integration design ## Match records and fields for your Xactly integration. Choose the owner of customer details, qualification, and commercial status separately. A customer update, a won deal, and an approved order represent different business decisions. Use these design questions to prepare a representative record and the business rules your integration must preserve. ### Explore record matching and field-mapping checks Xactly **Source record ID** Keep the account and record type Record matching **Source ID ↔ destination ID** Link the same record across systems Selected destination **Destination record ID** Preserve its local key and rules *Conceptual identity model. Keep source and destination IDs linked so an update reaches the right record. Confirm the supported sync direction separately.* Match the same record in both systems Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Load related records in the right order Resolve units, variants, categories, and applicable price lists before order lines. ### Mapping checks by record type #### Products & Customers Confirm object support with Stacksync Identity Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Fields to consider Source product ID · SKU or variant reference · Description · Unit of measure · Price-list reference Related records to resolve first Resolve units, variants, categories, and applicable price lists before order lines. Test before going live Test two variants of one product, a changed SKU, and a price that applies to only one market or currency. #### Orders Confirm object support with Stacksync Identity Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices. Fields to consider Source order ID · Customer reference · Line references and quantities · Order status · Currency Related records to resolve first Create or locate the customer and products first; resolve taxes, currency, and fulfillment references. Test before going live Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header. #### Payment Summary (Payable) Confirm object support with Stacksync Identity Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents. Fields to consider Source transaction ID · Invoice references · Amount and currency · Settlement status · Reversal reference Related records to resolve first Resolve the affected invoices and cash/account references before allocating the payment. Test before going live Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction. [Download the field-mapping workbook (CSV)](https://www.stacksync.com/downloads/sync-planning/field-mapping-workbook.csv) to capture the actual API fields, matching keys, owners, and test results. Use it as you build with your team or a Stacksync engineer. Setup and validation ## Validate the Xactly integration in four steps. A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it. ### View the four setup tests and expected results 1. ### Confirm the intended Xactly account and grant After confirming an implementation path, validate the selected access method with the intended account and environment. Check that the authorizing user can grant access to the selected objects; test reauthorization without changing the mapped record identity. **Expected result:** The connection reaches the intended account, and the integration owner can renew or revoke the grant through the agreed procedure. 2. ### Test record matching for Products & Customers Using the implementation established in the compatibility review, preserve the selected source ID and resolve the required references. Test two variants of one product, a changed SKU, and a price that applies to only one market or currency. **Expected result:** A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it. 3. ### Test the operation your workflow needs Review one Xactly record with a Stacksync engineer. Confirm how it should reach the other system, how often it must update, and whether your workflow needs reads, creates, or updates. Test those operations before expanding the integration. **Expected result:** The selected operation is confirmed, addresses the intended record, and exposes rejected values for repair. 4. ### Test recovery and name the support owner For the confirmed implementation, interrupt a non-production transfer and restore access. Establish whether recovery uses the current source state or a stored historical event, and verify that repeated delivery preserves record identity. **Expected result:** The records have the expected current values, repeated delivery creates no duplicate business record, and your team knows who handles unresolved errors. [Use the production-readiness checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) to record test results, assign support owners, and agree on when to go live. Troubleshooting ## Troubleshoot your Xactly integration. ### Diagnose record matching, delayed changes, and rejected operations A Xactly record appears under the wrong destination record Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Resolve units, variants, categories, and applicable price lists before order lines. Repair the ID relationship before repeating the operation. The first load looks correct but later results differ Confirm the selected Xactly implementation’s change-detection method for Products & Customers, Orders and Payment Summary (Payable). Compare later changes with the original source rather than using a successful initial copy as evidence of ongoing capture. One operation succeeds while another is rejected Check the specific Xactly object, field permissions, required references, and allowed operation. A successful read does not establish that a create, update, deletion, or business action is available. [Review retry, replay, and recovery behavior](https://www.stacksync.com/blog/two-way-sync-error-handling-retries-replay) before repeating an operation that may already have succeeded. [Review your Xactly workflow with an engineer](https://www.stacksync.com/book-a-demo?connector=xactly) ## Xactly integration guides - [checklist Two-Way Sync Production-Readiness Checklist](https://www.stacksync.com/blog/two-way-sync-production-readiness-checklist) - [guide Two-Way Sync Field Mapping Workbook](https://www.stacksync.com/blog/two-way-sync-field-mapping-workbook) FAQ ## Xactly connector FAQ ### How should I plan an integration with Xactly? Choose the owner of customer details, qualification, and commercial status separately. A customer update, a won deal, and an approved order represent different business decisions. Confirm the connection and read/write operations with Stacksync. Start with one workflow, agree on which fields each system owns, then test initial data, later changes, and recovery before expanding. ### Can the Xactly connector write changes back? Write-back support is not established for this connection. Review the Xactly records and fields you need with a Stacksync engineer, then test the required operation with a representative record. ### Which identifiers should I preserve for Xactly data? Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. ### Which related records should I load first for Xactly? Resolve units, variants, categories, and applicable price lists before order lines. ### How do I validate Xactly changes after the initial load? Test two variants of one product, a changed SKU, and a price that applies to only one market or currency. A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it. ### What will we cover in a Xactly integration demo? Start with one workflow and a sample record from Products & Customers, Orders and Payment Summary (Payable). We can review how to identify the record, connect related data, set the update direction, and test recovery. Include the person who owns the source system and anyone who will maintain the integration; you do not need a finished requirements document. ## Explore Xactly connections Choose the other system in your workflow. Each guide explains the connection options, available operations, field mapping, and setup checks for that pair. ### Start with these integration guides - [Salesforce and Xactly](https://www.stacksync.com/integrations/salesforce-and-xactly) - [Snowflake and Xactly](https://www.stacksync.com/integrations/snowflake-and-xactly) - [Rockset and Xactly](https://www.stacksync.com/integrations/rockset-and-xactly) - [Namely and Xactly](https://www.stacksync.com/integrations/namely-and-xactly) - [NetSuite and Xactly](https://www.stacksync.com/integrations/netsuite-and-xactly) - [Workday and Xactly](https://www.stacksync.com/integrations/workday-and-xactly) - [Microsoft Power BI and Xactly](https://www.stacksync.com/integrations/microsoft-power-bi-and-xactly) - [Okta and Xactly](https://www.stacksync.com/integrations/okta-and-xactly) ### CRM · 45 - [Xactly and 6sense](https://www.stacksync.com/integrations/6sense-and-xactly) - [Xactly and Affinity](https://www.stacksync.com/integrations/affinity-and-xactly) - 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