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CRM

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

Keep Chorusai 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 Chorusai and Xactly

Run Chorusai and Xactly side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Scorecards, Moments, Playlists, Engagements in Chorusai with Positions & Titles, Quotas / Targets, Payment Summary (Payable), Products & Customers in Xactly in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.
  • 02 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
  • 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

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Chorusai 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.

Chorusai objects Xactly objects How this pairing syncs
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. 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. Recordings (Conversations) is specific to Chorusai and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. 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. Users is specific to Chorusai and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Trackers is specific to Chorusai and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. 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. Deals is specific to Chorusai and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. 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. Scorecards is specific to Chorusai and Orders to Xactly — each maps to any object or custom field on the other side.
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. 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. Moments is specific to Chorusai and Credits to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Chorusai 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.

Chorusai Xactly Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • 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 Chorusai ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai 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 Chorusai or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Chorusai and Xactly connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

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

    Choose tables

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

Chorusai 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 550 integrations available for Chorusai and Xactly.

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