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Data warehouse ⇄ CRM

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

Keep Materialize 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 Materialize and Xactly

Sync Xactly into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Payment Summary (Payable), Products & Customers, Orders, Credits from Xactly land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Xactly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

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 Maintain real-time inventory, usage, or account-health counters consumed by customer-facing applications.
  • 04 Bridge streaming sources and non-streaming destinations by materializing joins across both.

Common sync patterns

Cleanup that sticks

Deduplication and normalization done in Materialize can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Xactly are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Materialize appear as fields in Xactly, where the people working accounts actually see them.

What you can sync between Materialize 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.

Materialize objects Xactly objects How this pairing syncs
Sources Ingestion points (Kafka, Postgres CDC, MySQL CDC, webhook) that feed external data into Materialize. 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. Sources is specific to Materialize and Orders to Xactly — each maps to any object or custom field on the other side.
Materialized Views Incrementally maintained query results that syncs read as continuously up-to-date datasets. 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. Materialized Views is specific to Materialize and Credits to Xactly — each maps to any object or custom field on the other side.
Sinks Outbound connections that emit view changes to Kafka topics. 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. Sinks is specific to Materialize and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Indexes In-memory arrangements that make view reads fast for serving workloads. 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. Indexes is specific to Materialize and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Clusters Compute pools that isolate ingestion, view maintenance, and serving. 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. Clusters is specific to Materialize and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Connections & Secrets Stored credentials and endpoints used by sources and sinks. 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. Connections & Secrets is specific to Materialize and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Materialize 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.

Materialize Xactly Sub-second propagation

DetectionChanges in Materialize are captured at the source via change data capture — no polling loop against its API. SUBSCRIBE queries stream row-level changes of any view or table to the client.

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

Xactly Materialize 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 Materialize as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • 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 Materialize ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Materialize 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 Materialize or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Materialize and Xactly connectors work

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC

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

    Choose tables

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

Materialize 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 460 integrations available for Materialize and Xactly.

Popular · 8 of 460
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