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Business productivity ⇄ CRM

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

Keep eClinicalWorks 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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Why teams connect eClinicalWorks and Xactly

Sync what happens in eClinicalWorks 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 eClinicalWorks 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 Immunizations, Documents, Diagnostic reports, Patients in eClinicalWorks to Positions & Titles, Quotas / Targets, Payment Summary (Payable), Products & Customers in Xactly with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Xactly, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • 01 Keep provider directories consistent between eClinicalWorks and scheduling or marketing systems.
  • 02 Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
  • 03 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.
  • 04 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.

Common sync patterns

Where eClinicalWorks processes payments

Charges, refunds, and subscription changes appear on the account in Xactly, so revenue context lives with the relationship.

Where eClinicalWorks can store CRM context: fields kept current

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

Where eClinicalWorks runs outreach

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

What you can sync between eClinicalWorks 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.

eClinicalWorks objects Xactly objects How this pairing syncs
Practitioners Provider records used to keep directories and scheduling systems consistent. 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. Practitioners is specific to eClinicalWorks and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Observations Labs and vitals, delivered via FHIR resources or HL7 ORU result messages. 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. Observations is specific to eClinicalWorks and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Medications Prescription and medication-list data within the patient record. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Medications is specific to eClinicalWorks and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Allergies Allergy and intolerance entries in the clinical record. 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. Allergies is specific to eClinicalWorks and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Immunizations Vaccination history exposed for registries and patient apps. 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. Immunizations is specific to eClinicalWorks and Orders to Xactly — each maps to any object or custom field on the other side.
Documents Clinical notes and attachments referenced from the chart. 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. Documents is specific to eClinicalWorks and Credits to Xactly — each maps to any object or custom field on the other side.

How changes propagate between eClinicalWorks 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.

eClinicalWorks Xactly Interval-based propagation

DetectionStacksync polls eClinicalWorks for changes on an incremental schedule, reading only records changed since the previous pass. HL7 interface feeds push event messages as they occur.

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

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

Rate-limit considerations

  • eClinicalWorks: Subject to the platform's API rate limits and interface throughput agreements.
  • 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 eClinicalWorks ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever eClinicalWorks 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 eClinicalWorks or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the eClinicalWorks and Xactly connectors work

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements

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

    Choose tables

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

eClinicalWorks 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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ISO 27001
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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 462 integrations available for eClinicalWorks and Xactly.

Popular · 4 of 462
All eClinicalWorks integrations All Xactly integrations Browse all integrations
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