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Database ⇄ CRM

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

Keep Elasticsearch 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 Elasticsearch and Xactly

Treat Xactly like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Transactions (Commission & Bonus), Participants (Payees), Positions & Titles, Quotas / Targets from Xactly into Ingest pipelines, Index templates, Indices, Documents in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Xactly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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 CRM accounts and contacts into an Elasticsearch index to power internal search across customer records.
  • 04 Push product catalog data from an ERP or commerce database into Elasticsearch for storefront search.

Common sync patterns

Query the CRM like a database

Accounts, contacts, and custom objects from Xactly become tables in Elasticsearch you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Elasticsearch sync onto the matching records in Xactly, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Xactly API, limits, and retries.

What you can sync between Elasticsearch 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.

Elasticsearch objects Xactly objects How this pairing syncs
Aliases Stable read/write names that let a sync cut over between index versions without downtime. 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. Aliases is specific to Elasticsearch and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Data streams Append-only targets for time-series or event data pushed from source systems. 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. Data streams is specific to Elasticsearch and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Ingest pipelines Server-side transforms applied to documents as a sync writes them. 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. Ingest pipelines is specific to Elasticsearch and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Index templates Reusable settings and mappings applied automatically to new indices a sync creates. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Index templates is specific to Elasticsearch and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Indices Target containers for synced records; each holds a table-like collection of JSON documents. 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. Indices is specific to Elasticsearch and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Documents The unit of sync; JSON records created, updated, and deleted by _id. 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. Documents is specific to Elasticsearch and Orders to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Elasticsearch 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.

Elasticsearch Xactly Interval-based propagation

DetectionStacksync polls Elasticsearch for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp or sequence fields.

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

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

Rate-limit considerations

  • Elasticsearch: No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity.
  • 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 Elasticsearch ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Elasticsearch 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 Elasticsearch or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Elasticsearch and Xactly connectors work

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity

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

    Choose tables

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

Elasticsearch 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
CSA STAR
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 543 integrations available for Elasticsearch and Xactly.

Popular · 8 of 543
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