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Marketing ⇄ CRM

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

Keep Demandbase 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 Demandbase and Xactly

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

Xactly owns the customer relationship and the pipeline; Demandbase 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 Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) in Xactly with Opportunities, People (Persons), Activities, Campaigns in Demandbase 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 Demandbase owns engagement and campaign membership — and 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 Sync Opportunities and Activities two-way so CRM deal and engagement data flows into Demandbase reporting and Demandbase-calculated insights flow back to the warehouse.
  • 04 Subscribe to Demandbase company and person change webhooks - firmographic updates, M&A, and leadership or employment changes - and land them in an operational store for real-time account alerts.

Common sync patterns

Where Demandbase captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Demandbase 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 Demandbase 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 Demandbase 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.

Demandbase objects Xactly objects How this pairing syncs
People (Persons) Contact/person records with verified business email, title, seniority, and quality grades; fetched and matched via the B2B Contact endpoints and exported or imported. 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. People (Persons) is specific to Demandbase and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Activities Engagement and custom activity records (web, campaign, intent); exported via Data Export and pushed in through the Data Import API using custom activity types. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Activities is specific to Demandbase and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Campaigns Marketing campaign records and creative assets exported through the Data Export API; read-only reporting feed. 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. Campaigns is specific to Demandbase and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Account & Person Lists (Audiences) Named account and person segments exported via Data Export; custom audiences pushed into Demandbase through the Data Import API. Read and write. 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. Account & Person Lists (Audiences) is specific to Demandbase and Orders to Xactly — each maps to any object or custom field on the other side.
Company Details (B2B enrichment) Firmographics, technographics, competitors, and corporate family tree fetched by domain or name via the B2B Company Search and Details endpoints; read-only enrichment. 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. Company Details (B2B enrichment) is specific to Demandbase and Credits to Xactly — each maps to any object or custom field on the other side.
Change Subscriptions Company firmographic, company news, family-tree (ownership), and DB person employment subscriptions delivered as webhook alerts with a signing secret; the real-time change feed. 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. Change Subscriptions is specific to Demandbase and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Demandbase 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.

Demandbase Xactly Sub-second propagation

DetectionDemandbase notifies Stacksync of record changes through webhook events. Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL.

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

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

Rate-limit considerations

  • Demandbase: Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.
  • 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 Demandbase ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Demandbase 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 Demandbase or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Demandbase and Xactly connectors work

Demandbase

Integration surface
REST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.
Authentication
JWT bearer tokens minted from Demandbase One API Key Sets at the platform level; each credential set expires after 8 hours and is rotated. Legacy single-user API tokens are deprecated.
Change detection
Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL secured with a signing secret; bulk reads run as async export jobs (submit, poll, download). No log-based CDC.
Capabilities
read · write · webhooks
Rate limits
Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.

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

    Choose tables

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

Demandbase 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
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 489 integrations available for Demandbase and Xactly.

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