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Database ⇄ CRM

InterSystems IRIS to Xactly integration — real-time, two-way sync

Keep InterSystems IRIS 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 InterSystems IRIS and Xactly

Treat Xactly like part of your database: its records live in InterSystems IRIS 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 InterSystems IRIS, where it can be queried and joined like everything else.

Stacksync mirrors Quotas / Targets, Payment Summary (Payable), Products & Customers, Orders from Xactly into Stored Procedures, Tables, Views, Schemas in InterSystems IRIS 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 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 02 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 03 Keep reference data consistent between an IRIS-based clinical or financial application and downstream SaaS tools
  • 04 Write enriched or corrected records from SaaS apps back into IRIS tables for on-platform processing

Common sync patterns

Internal tools without API code

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

Trigger workflows from CRM changes

Field and stage updates in Xactly arrive as row changes in InterSystems IRIS, ready to drive jobs and notifications.

Query the CRM like a database

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

What you can sync between InterSystems IRIS 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.

InterSystems IRIS objects Xactly objects How this pairing syncs
Namespaces Namespaces partition databases and determine the connection context for integrations. 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. Namespaces is specific to InterSystems IRIS and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Stored Procedures Server-side logic callable over SQL supports controlled writes and transformations. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Stored Procedures is specific to InterSystems IRIS and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Tables Relational projections of stored data are the primary read/write surface for SQL-based syncs. 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. Tables is specific to InterSystems IRIS and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Views SQL views expose curated slices of data for outbound replication. 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. Views is specific to InterSystems IRIS and Orders to Xactly — each maps to any object or custom field on the other side.
Schemas Schema organization scopes which tables a sync connection can see. 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. Schemas is specific to InterSystems IRIS and Credits to Xactly — each maps to any object or custom field on the other side.
Persistent Classes Object-model classes project to tables, so class data is reachable through SQL. 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. Persistent Classes is specific to InterSystems IRIS and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between InterSystems IRIS 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.

InterSystems IRIS Xactly Interval-based propagation

DetectionStacksync polls InterSystems IRIS for changes on an incremental schedule, reading only records changed since the previous pass. Polling (timestamp or query-based).

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

Xactly InterSystems IRIS 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 applied to InterSystems IRIS as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • InterSystems IRIS: Constrained by database resources rather than published API rate limits.
  • 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 InterSystems IRIS ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever InterSystems IRIS 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 InterSystems IRIS or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the InterSystems IRIS and Xactly connectors work

InterSystems IRIS

Integration surface
SQL over JDBC/ODBC, plus object and REST access layers
Authentication
Database credentials
Change detection
Polling (timestamp or query-based); no standard webhook surface
Capabilities
read · write
Rate limits
Constrained by database resources rather than published API rate limits

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

    Choose tables

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

InterSystems IRIS 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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DPF US-EU-UK-CH
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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 490 integrations available for InterSystems IRIS and Xactly.

Popular · 8 of 490
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