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Marketing ⇄ CRM

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

Keep Iterable 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 Iterable and Xactly

Keep the people you sell to and the people you market to in one shared view: Xactly and Iterable sync contacts, accounts, and engagement in real time, in both directions.

Xactly owns the customer relationship and the pipeline; Iterable runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Products & Customers, Orders, Credits, Transactions (Commission & Bonus) in Xactly with Catalogs, Commerce / Purchases, Export data, Users in Iterable field by field, in real time, and in both directions. You decide which system owns which fields — Xactly can own account and opportunity status while Iterable owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 02 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.
  • 03 Write list subscribe/unsubscribe changes from a CRM back into Iterable Lists so suppression and opt-in state stay current before the next send.
  • 04 Two-way sync User profiles and their custom data fields between Iterable and a Postgres database or CRM so attributes and subscription state stay aligned in both systems.

Common sync patterns

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Iterable builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Xactly, so who receives a campaign reflects current pipeline reality instead of a stale export.

Where Iterable generates leads: hand-off without re-keying

New leads or responders captured in Iterable flow into Xactly assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.

What you can sync between Iterable 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.

Iterable objects Xactly objects How this pairing syncs
Templates Reusable email/SMS/push/in-app message templates with handlebars fields; read via /api/templates and per-channel get endpoints, written via /api/templates/email/upsert and the other channel upserts. 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. Templates is specific to Iterable and Credits to Xactly — each maps to any object or custom field on the other side.
Lists Static subscriber lists; read via GET /api/lists and /api/lists/getUsers, with users added or removed via /api/lists/subscribe and /api/lists/unsubscribe to control who receives a send. 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. Lists is specific to Iterable and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Catalogs Named catalogs of items (products, content) used for personalization and recommendations; items upserted and read via /api/catalogs/{catalogName}/items. 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. Catalogs is specific to Iterable and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Commerce / Purchases Purchase and cart activity tracked via /api/commerce/trackPurchase and /api/commerce/updateCart, feeding revenue attribution and abandoned-cart journeys. 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. Commerce / Purchases is specific to Iterable and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Export data Historical user and event records pulled through the Export API (/api/export/data.json, data.csv, and userEvents) across data types like emailSend, emailOpen, emailClick, emailBounce, purchase, and customEvent. 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. Export data is specific to Iterable and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Users User profiles keyed by email or userId with custom data fields; upserted via POST /api/users/update, read via GET /api/users/{email} or getByUserId, bulk-written via /api/users/bulkUpdate (up to 1000 users per call), and deleted or GDPR-forgotten. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Users is specific to Iterable and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Iterable 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.

Iterable Xactly Sub-second propagation

DetectionIterable notifies Stacksync of record changes through webhook events. System Webhooks push email/SMS/push/in-app and custom events (send, open, click, bounce, complaint, unsubscribe) as JSON POSTs in near real time.

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

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

Rate-limit considerations

  • Iterable: Limits are per endpoint and per project/key; exceeding one returns HTTP 429, so exponential backoff is advised. Event tracking allows far higher volume than metadata endpoints like campaigns/templates, and the Export API is throttled more tightly. Since Nov 10, 2025, passing the key in the query string or body is rate-limited more strictly than the Api-Key header.
  • 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 Iterable ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Iterable 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 Iterable or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Iterable and Xactly connectors work

Iterable

Integration surface
Iterable REST API (JSON over HTTPS): Users, Events, Campaigns, Templates, Lists, Catalogs, and Commerce endpoints, plus a bulk Export API for historical data
Authentication
API key sent in the Api-Key HTTP header (also accepted as Api_Key; the name is case-insensitive). Keys are scoped by type - Server-side, JavaScript (Web SDK), or Mobile - with optional JWT-enabled keys. US projects use api.iterable.com; EU projects use api.eu.iterable.com.
Change detection
System Webhooks push email/SMS/push/in-app and custom events (send, open, click, bounce, complaint, unsubscribe) as JSON POSTs in near real time; historical backfill and incremental catch-up run through the Export API over a date range.
Capabilities
read · write · webhooks
Rate limits
Limits are per endpoint and per project/key; exceeding one returns HTTP 429, so exponential backoff is advised. Event tracking allows far higher volume than metadata endpoints like campaigns/templates, and the Export API is throttled more tightly. Since Nov 10, 2025, passing the key in the query string or body is rate-limited more strictly than the Api-Key header.

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

    Choose tables

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

Iterable 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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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 489 integrations available for Iterable and Xactly.

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