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Marketing ⇄ CRM

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

Keep Cvent 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 Cvent and Xactly

Keep the people you sell to and the people you market to in one shared view: Xactly and Cvent sync contacts, accounts, and engagement in real time, in both directions.

Xactly owns the customer relationship and the pipeline; Cvent runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Products & Customers, Orders, Credits, Transactions (Commission & Bonus) in Xactly with Events, Contacts, Attendees and Registrations, Sessions in Cvent field by field, in real time, and in both directions. You decide which system owns which fields — Xactly can own account and opportunity status while Cvent owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 02 Sync Participants, Positions, Titles, and Quotas from an HRIS/HCM and planning tools into Xactly so the org hierarchy and targets stay aligned with headcount changes.
  • 03 Read Budgets and event financials into an ERP or finance database to reconcile planned versus actual event spend.
  • 04 Write Attendees and Registrations into Cvent from external marketing signup flows, then read attendance status back into a warehouse.

Common sync patterns

Where Cvent captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Cvent post back to the contact or account in Xactly, so reps see interest before they reach out.

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Cvent builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Xactly, so who receives a campaign reflects current pipeline reality instead of a stale export.

What you can sync between Cvent 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.

Cvent objects Xactly objects How this pairing syncs
Surveys Survey definitions and responses; read out to a warehouse for post-event feedback analysis alongside attendance data. 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. Surveys is specific to Cvent and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Budgets Event budget line items; read into a finance database or ERP to reconcile planned versus actual event spend. 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. Budgets is specific to Cvent and Orders to Xactly — each maps to any object or custom field on the other side.
Events Top-level event containers created and updated through the Events endpoints; read out for reporting and written to provision events from an external system. 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. Events is specific to Cvent and Credits to Xactly — each maps to any object or custom field on the other side.
Contacts Account-wide people database spanning every event; synced two-way with a CRM or warehouse as the shared audience source of truth via the Create Contacts endpoint. 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. Contacts is specific to Cvent and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Attendees and Registrations Per-event registrants; written in from CRM or marketing signup flows via POST /ea/attendees and read back out to a warehouse for attendance and registration-status 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. Attendees and Registrations is specific to Cvent and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Sessions Agenda items within an event; listed or created through the API and synced so session-level attendance feeds reporting tables. 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. Sessions is specific to Cvent and Positions & Titles to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Cvent 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.

Cvent Xactly Sub-second propagation

DetectionCvent notifies Stacksync of record changes through webhook events. Per-event webhooks push attendee, registration, session, and speaker changes.

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

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

Rate-limit considerations

  • Cvent: Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC.
  • 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 Cvent ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cvent 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 Cvent or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Cvent and Xactly connectors work

Cvent

Integration surface
Cvent REST API (JSON over HTTPS at api-platform.cvent.com/ea, paginated list endpoints)
Authentication
OAuth 2.0 client-credentials flow: a client ID and secret are Basic-auth exchanged for a 60-minute bearer token at api-platform.cvent.com/ea/oauth2/token; legacy API-key and SOAP/CSN auth are deprecated
Change detection
Per-event webhooks push attendee, registration, session, and speaker changes; list endpoints also expose updatedDate for polling and support on-demand manual sync
Capabilities
read · write · webhooks
Rate limits
Responses carry X-RateLimit-Limit/Remaining/Reset headers; a 429 signals either the per-second limit (retry with exponential backoff from ~2s) or the daily quota (up to 500,000 calls/day on the Premium tier, 1,000/day on Free) exhausted until midnight UTC
Cvent 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 Cvent 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 Cvent 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
    Cvent connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Cvent 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 489 integrations available for Cvent and Xactly.

Popular · 8 of 489
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