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ERP ⇄ CRM

Infor CloudSuite to Xactly integration — real-time, two-way sync

Keep Infor CloudSuite 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 Infor CloudSuite and Xactly

Close the gap between front office and back office: Xactly and Infor CloudSuite share customers and status in real time, in both directions.

Xactly holds the customer relationship; Infor CloudSuite runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) in Xactly with Suppliers / vendors, Sales orders, Purchase orders, Invoices in Infor CloudSuite field by field, in real time, and in both directions. You decide which system owns which fields; 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 Replicate ERP data into a warehouse for reporting without building custom ION integrations.
  • 04 Keep supplier and purchase order data aligned with procurement and AP automation tools.

Common sync patterns

Where Infor CloudSuite is the finance system of record: money status on the account

Invoice and payment state from Infor CloudSuite shows on the account in Xactly, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Infor CloudSuite manages people and org data: keep Xactly aligned

Owners, territories, and org structure informed by Infor CloudSuite stay current in Xactly.

What you can sync between Infor CloudSuite 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.

Infor CloudSuite objects Xactly objects How this pairing syncs
Suppliers / vendors Procurement counterparties synced with sourcing and AP tools. 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. Suppliers / vendors is specific to Infor CloudSuite and Credits to Xactly — each maps to any object or custom field on the other side.
Sales orders Demand-side documents synced in from commerce channels and out for fulfillment visibility. 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. Sales orders is specific to Infor CloudSuite and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Purchase orders Supply-side documents shared with procurement and supplier portals. 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. Purchase orders is specific to Infor CloudSuite and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Invoices Billing documents synced to finance and reporting 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. Invoices is specific to Infor CloudSuite and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Inventory balances On-hand quantities exposed so external channels quote against real stock. 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. Inventory balances is specific to Infor CloudSuite and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
GL journal entries Financial postings replicated for consolidated reporting. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. GL journal entries is specific to Infor CloudSuite and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Infor CloudSuite 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.

Infor CloudSuite Xactly Interval-based propagation

DetectionStacksync polls Infor CloudSuite for changes on an incremental schedule, reading only records changed since the previous pass. Event-style BOD publications through Infor ION where configured.

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

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

Rate-limit considerations

  • Infor CloudSuite: Subject to the ION API gateway's rate limiting policies for the tenant.
  • 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 Infor CloudSuite ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CloudSuite 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 Infor CloudSuite or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Infor CloudSuite and Xactly connectors work

Infor CloudSuite

Integration surface
REST APIs exposed through the Infor ION API gateway; integration payloads are standardized as Business Object Documents (BODs)
Authentication
OAuth 2.0 via Infor OS / ION API credentials
Change detection
Event-style BOD publications through Infor ION where configured; otherwise polling
Capabilities
read · write
Rate limits
Subject to the ION API gateway's rate limiting policies for the tenant.

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

    Choose tables

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

Infor CloudSuite 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 428 integrations available for Infor CloudSuite and Xactly.

Popular · 7 of 428
All Infor CloudSuite integrations All Xactly integrations Browse all integrations
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