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AI ⇄ CRM

Azure OpenAI to Xactly integration — real-time data sync

Keep Azure OpenAI 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 Azure OpenAI and Xactly

Flow Azure OpenAI data into Xactly in real time — no exports, no schedulers, no custom scripts.

Azure OpenAI is a read-only source: Stacksync reads its data in real time and delivers it into Xactly, so Xactly always reflects the current state of Azure OpenAI — without exports, scripts, or schedulers.

Azure OpenAI turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Xactly, where reps and marketers actually work. Intelligence that stays inside Azure OpenAI rarely reaches the record where a decision gets made, and Azure OpenAI is only as sharp as the data it sees, which is also held in Xactly.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Xactly stays the record of the customer while Azure OpenAI stays where the computation happens.

Common use cases

  • 01 Land Fine-tuning jobs with their status, base model, and result Files in a warehouse to power MLOps dashboards without per-viewer API calls.
  • 02 Poll Batch jobs into an operational database and fire the next pipeline step when a job's status turns to completed.
  • 03 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.
  • 04 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.

Common sync patterns

Where Azure OpenAI classifies or tags: labels sync onto the record

Categories, sentiment, or intent produced in Azure OpenAI attach to the right contact, account, or deal in Xactly, keeping segmentation current as new data arrives.

Where Azure OpenAI indexes records for retrieval: Xactly keeps it fresh

Contacts, accounts, and notes from Xactly sync into Azure OpenAI as they change, so embeddings or search stay aligned with the live CRM instead of a stale export.

Where Azure OpenAI summarizes or drafts: text where reps read it

Summaries, next steps, or drafted messages generated in Azure OpenAI write back onto the account or deal in Xactly, next to the relationship they describe.

What you can sync between Azure OpenAI 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.

Azure OpenAI objects Xactly objects How this pairing syncs
Batch jobs Asynchronous bulk-inference jobs; status and output-file IDs are polled to completion to drive downstream pipeline triggers. 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. Batch jobs is specific to Azure OpenAI and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Usage and quota Per-deployment TPM/RPM consumption and remaining quota, read from usage endpoints and Azure Monitor for cost and throttling reporting. 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. Usage and quota is specific to Azure OpenAI and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Assistants Persistent assistants (preview) with instructions, tools, and linked files; read as configuration inventory, not authored via sync. 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. Assistants is specific to Azure OpenAI and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Vector stores File collections (preview) backing file-search retrieval; read as metadata such as name, file counts, and status. Quotas / Targets Period quota and target values per position or plan; loaded from planning tools through Connect (write) and read for attainment reporting, so read and write. Vector stores is specific to Azure OpenAI and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Deployments Named model deployments (model, version, SKU, assigned TPM capacity) read as a control-plane inventory via Azure Resource Manager; read-only in sync. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Deployments is specific to Azure OpenAI and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Models Catalog of base and fine-tunable models available per region; read-only reference data used to resolve deployment and fine-tuning targets. 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. Models is specific to Azure OpenAI and Products & Customers to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Azure OpenAI 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.

Azure OpenAI Xactly Interval-based propagation

DetectionStacksync polls Azure OpenAI for changes on an incremental schedule, reading only records changed since the previous pass. Polling: list endpoints plus GET on job IDs for status.

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

Xactly Azure OpenAI 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.

DeliveryAzure OpenAI does not accept inbound record writes, so this direction carries requests rather than records: Azure OpenAI's output flows back as field updates on the originating Xactly records.

Rate-limit considerations

  • Azure OpenAI: Per-deployment TPM and RPM limits (about 6 RPM per 1000 TPM), scoped by region and subscription; control-plane ARM calls throttle separately.
  • 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 Azure OpenAI ⇄ Xactly

Connect Azure OpenAI and Xactly for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Azure OpenAI 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 Azure OpenAI or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Azure OpenAI and Xactly.

How the Azure OpenAI and Xactly connectors work

Azure OpenAI

Integration surface
REST data-plane (inference + authoring) and Azure Resource Manager control-plane
Authentication
API key in the api-key header, or a Microsoft Entra ID bearer token / managed identity
Change detection
Polling: list endpoints plus GET on job IDs for status; no webhooks or change feed. Fine-tuning and batch jobs expose queued/running/succeeded states.
Capabilities
read
Rate limits
Per-deployment TPM and RPM limits (about 6 RPM per 1000 TPM), scoped by region and subscription; control-plane ARM calls throttle separately.

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 Azure OpenAI 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 Azure OpenAI 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
    Azure OpenAI connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Azure OpenAI 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 · Azure OpenAI ⇄ 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
    Azure OpenAI Xactly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Azure OpenAI 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 502 integrations available for Azure OpenAI and Xactly.

Popular · 8 of 502
All Azure OpenAI integrations All Xactly integrations Browse all integrations
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