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ERP ⇄ CRM

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

Keep Brightpearl 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 Brightpearl and Xactly

Close the gap between front office and back office: Xactly and Brightpearl share customers and status in real time, in both directions.

Xactly holds the customer relationship; Brightpearl runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) in Xactly with Custom fields, Products, Sales orders, Purchase orders in Brightpearl field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.
  • 02 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 03 Push invoices and payments into an accounting platform for reconciliation.
  • 04 Keep the product catalog aligned between Brightpearl and e-commerce channels, including price list changes.

Common sync patterns

Where Brightpearl manages people and org data: keep Xactly aligned

Owners, territories, and org structure informed by Brightpearl stay current in Xactly.

Where Brightpearl handles order-to-cash: closed-won flows through

A deal won in Xactly creates or updates the customer in Brightpearl with clean data, so fulfillment and invoicing start without re-entry.

Where Brightpearl is the finance system of record: money status on the account

Invoice and payment state from Brightpearl shows on the account in Xactly, so reps see balances before promising the next order.

What you can sync between Brightpearl 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.

Brightpearl objects Xactly objects How this pairing syncs
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. 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. Contacts is specific to Brightpearl and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Inventory and warehouses is specific to Brightpearl and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. 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. Goods-out notes is specific to Brightpearl and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Invoices and payments Financial documents synced to accounting platforms for reconciliation. 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. Invoices and payments is specific to Brightpearl and Orders to Xactly — each maps to any object or custom field on the other side.
Custom fields Per-object custom attributes included in field mappings. 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 fields is specific to Brightpearl and Credits to Xactly — each maps to any object or custom field on the other side.
Products SKU records with variants and price lists, synced with e-commerce and ERP catalogs. 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. Products is specific to Brightpearl and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Brightpearl 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.

Brightpearl Xactly Sub-second propagation

DetectionBrightpearl notifies Stacksync of record changes through webhook events. Webhooks for object created/updated events, with resource search polling as a fallback.

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

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

Rate-limit considerations

  • Brightpearl: Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints.
  • 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 Brightpearl ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Brightpearl 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 Brightpearl or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Brightpearl and Xactly connectors work

Brightpearl

Integration surface
REST API, organized into services (order, product, contact, warehouse, accounting)
Authentication
OAuth 2.0 (authorization code grant) for current apps; legacy private and public apps authenticate with app reference and account token headers
Change detection
Webhooks for object created/updated events, with resource search polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints

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

    Choose tables

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

Brightpearl 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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SOC 2 Type II
ISO 27001
HIPAA BAA
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DPF US-EU-UK-CH
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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 530 integrations available for Brightpearl and Xactly.

Popular · 6 of 530
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