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Data warehouse ⇄ CRM

AWS S3 to Xactly integration — real-time, two-way sync

Keep AWS S3 and Xactly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect AWS S3 and Xactly

Sync Xactly into AWS S3 continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Quotas / Targets, Payment Summary (Payable), Products & Customers, Orders from Xactly land in AWS S3 as live tables, updated within seconds, and columns computed in AWS S3 write back to fields in Xactly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • 01 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 02 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 03 Stage bulk loads for warehouses that ingest from object storage.
  • 04 Archive change history from ongoing syncs as timestamped files for audit and replay.

Common sync patterns

CRM analytics on live data

Accounts, contacts, and activity from Xactly are queryable in AWS S3 moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in AWS S3 appear as fields in Xactly, where the people working accounts actually see them.

A single customer view

Join Xactly's relationship data with billing, product, and support data in AWS S3 to build the customer picture the CRM alone cannot hold.

What you can sync between AWS S3 and Xactly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

AWS S3 objects Xactly objects How this pairing syncs
Access Points Scoped network endpoints used to grant a sync narrow access to a bucket. Products & Customers Product and customer/account master used in crediting rules and reporting; loaded and updated from CRM/ERP through Connect (write) and read for lookups, so read and write. Access Points is specific to AWS S3 and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Multipart Uploads The mechanism used to write large export files reliably. Orders Sales order and transaction records loaded into Incent as the raw input for crediting and calculation; created and updated through Connect load and ETL steps (write) and read back for reconciliation, so read and write. Multipart Uploads is specific to AWS S3 and Orders to Xactly — each maps to any object or custom field on the other side.
Buckets Top-level containers a sync targets; region and policy are set at this level. Credits Crediting records that tie an order to a participant and position; system-calculated credits are read, while manual and adjustment credits are loaded through Connect, so read and write. Buckets is specific to AWS S3 and Credits to Xactly — each maps to any object or custom field on the other side.
Objects The stored files (CSV, JSON, Parquet); syncs read them as datasets or write exports into them. Transactions (Commission & Bonus) Calculated commission and bonus line items produced by Incent's calculation engine; read as the output of comp runs for reporting and downstream payout, so effectively read-only results. Objects is specific to AWS S3 and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Prefixes Key-name paths used to partition synced datasets, since S3 has no real directories. Participants (Payees) Sales reps and payees keyed to positions; loaded and updated from HRIS/HCM source data through Connect (write) and read for roster reporting, so read and write. Prefixes is specific to AWS S3 and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Object Metadata System and user-defined metadata read alongside object contents. Positions & Titles Org-hierarchy positions and titles that credits and quotas roll up to; loaded and maintained through Connect (write) and read to resolve the hierarchy, so read and write. Object Metadata is specific to AWS S3 and Positions & Titles to Xactly — each maps to any object or custom field on the other side.

How changes propagate between AWS S3 and Xactly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

AWS S3 Xactly Sub-second propagation

DetectionAWS S3 notifies Stacksync of record changes through webhook events. S3 Event Notifications on object create/delete delivered to SQS, SNS, Lambda, or EventBridge.

DeliveryEach detected change is applied to Xactly as a row-level write, with types converted between the two schemas.

Xactly AWS S3 Interval-based propagation

DetectionStacksync polls Xactly for changes on an incremental schedule, reading only records changed since the previous pass. No CDC log for external tools to consume.

DeliveryEach detected change is written to AWS S3 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • AWS S3: Request throughput scales per prefix; sustained high-volume workloads should spread keys across prefixes.
  • Xactly: Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
What ships with AWS S3 ⇄ Xactly

Connect AWS S3 and Xactly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every AWS S3–Xactly connection.

Real-time

Two-way sync

Changes in AWS S3 or Xactly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever AWS S3 or Xactly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single AWS S3 or Xactly record.

Observability

Monitoring

Track your AWS S3 ⇄ Xactly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between AWS S3 and Xactly.

How the AWS S3 and Xactly connectors work

AWS S3

Integration surface
REST API (the S3 API), accessed directly or through AWS SDKs
Authentication
AWS IAM credentials with SigV4 signing; commonly a role scoped to specific buckets and prefixes
Change detection
S3 Event Notifications on object create/delete delivered to SQS, SNS, Lambda, or EventBridge; list-based polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Request throughput scales per prefix; sustained high-volume workloads should spread keys across prefixes

Xactly

Integration surface
Xactly Connect REST API v2 (JSON), plus ODBC/JDBC drivers over the same ANSI-SQL data model. Incent data is exposed as SQL-queryable objects (for example xactly_order, xactly_credit, xactly_transaction, xactly_payment); data is loaded and extracted through Connect load/query steps and server-side ETL Pipelines. The base host is region/pod-specific (for example https://<pod>.xactlycorp.com).
Authentication
OAuth 2.0 via the Xactly Connect API Gateway (bearer tokens issued on behalf of an Xactly Incent user), with HTTP Basic authentication using a dedicated Xactly Connect service-user's credentials also supported for the Connect REST API v2. The connecting user needs Connect/API access plus the relevant object permissions in Incent.
Change detection
No CDC log for external tools to consume. Incremental sync uses SQL predicates on modified/last-updated timestamp columns (for example WHERE modified_date > watermark) against Connect's queryable objects, or scheduled Connect ETL Pipelines that pull deltas since the last run. Xactly Connect has no outbound HTTP webhooks, so change detection is pull/ETL-based.
Capabilities
read · write
Rate limits
Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
Xactly setup guide
How it works

How to connect AWS S3 to Xactly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate AWS S3 and Xactly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    AWS S3 connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the AWS S3 and Xactly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · AWS S3 ⇄ Xactly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    AWS S3 Xactly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

AWS S3 and Xactly integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 566 integrations available for AWS S3 and Xactly.

Popular · 7 of 566
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