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Storage ⇄ CRM

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

Keep Egnyte 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 Egnyte and Xactly

Keep the paperwork with the relationship: Xactly and Egnyte share every customer's records and files in real time, in both directions.

Xactly holds the customer relationship as structured records; Egnyte holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) in Xactly aligned with Metadata, Events and Audit reports, Files, Folders in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Xactly; and records from Xactly can be written into Egnyte as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

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 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.
  • 04 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.

Common sync patterns

A folder per account or deal

When an account or deal is created in Xactly, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.

Documents linked back to the record

A contract, proposal, or signed agreement filed in Egnyte surfaces as a link on the matching record in Xactly, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from Xactly are written into Egnyte as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

What you can sync between Egnyte 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.

Egnyte objects Xactly objects How this pairing syncs
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. 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. Folders is specific to Egnyte and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. 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 Egnyte and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Groups is specific to Egnyte and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. 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. Permissions is specific to Egnyte and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. 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. Links is specific to Egnyte and Orders to Xactly — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. 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. Metadata is specific to Egnyte and Credits to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Egnyte 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.

Egnyte Xactly Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

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

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

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
  • 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 Egnyte ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte 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 Egnyte or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Egnyte and Xactly connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

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

    Choose tables

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

Egnyte 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 520 integrations available for Egnyte and Xactly.

Popular · 7 of 520
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