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Business productivity ⇄ CRM

Braze to Xactly integration — real-time, two-way sync

Keep Braze 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 Braze and Xactly

Sync what happens in Braze with the customer records in Xactly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Braze holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Segments, Campaigns, Canvases, Subscription Groups in Braze to Products & Customers, Orders, Credits, Transactions (Commission & Bonus) in Xactly with bi-directional, real-time sync. Activity and record changes in Braze update the matching contact or account in Xactly, and CRM data flows the other way wherever Braze can store and use it.

Common use cases

  • 01 Keep subscription and consent states consistent between Braze subscription groups and the CRM or CDP of record.
  • 02 Export campaign and Canvas engagement data into a warehouse for cross-channel reporting.
  • 03 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 04 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.

Common sync patterns

Where Braze can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Xactly sync into Braze, so people working there have the context without switching tools.

Where Braze runs outreach

Prospects, sends, and replies sync into Xactly, keeping lead status current without manual imports.

Where Braze supplies contact or company data

Enriched fields land directly on records in Xactly, and refreshes keep them from going stale.

What you can sync between Braze 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.

Braze objects Xactly objects How this pairing syncs
Content Blocks Reusable message content referenced across campaigns. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Content Blocks is specific to Braze and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Users The central profile object, identified by external ID, Braze ID, or user aliases; the main sync target. 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. Users is specific to Braze and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Custom Attributes Profile fields written from CRMs, warehouses, and product databases to drive personalization. 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. Custom Attributes is specific to Braze and Orders to Xactly — each maps to any object or custom field on the other side.
Custom Events Behavioral events pushed into Braze to trigger campaigns and Canvases. 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. Custom Events is specific to Braze and Credits to Xactly — each maps to any object or custom field on the other side.
Purchases Transaction records logged against profiles for revenue-based targeting. 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. Purchases is specific to Braze and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Segments Audience definitions read for membership export and campaign targeting. 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. Segments is specific to Braze and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Braze 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.

Braze Xactly Interval-based propagation

DetectionStacksync polls Braze for changes on an incremental schedule, reading only records changed since the previous pass. Braze Currents streams engagement events outward.

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

Xactly Braze 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 Braze through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Braze: Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request.
  • 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 Braze ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braze 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 Braze or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Braze and Xactly connectors work

Braze

Integration surface
REST API
Authentication
REST API keys scoped to specific endpoints, issued per workspace
Change detection
Braze Currents streams engagement events outward; profile reads otherwise rely on export endpoints and polling
Capabilities
read · write
Rate limits
Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request

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

    Choose tables

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

Braze 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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 522 integrations available for Braze and Xactly.

Popular · 7 of 522
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