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Business productivity ⇄ CRM

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

Keep Monday 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 Monday and Xactly

Sync what happens in Monday with the customer records in Xactly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Monday holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Workspaces, Boards, Items, Subitems in Monday to Credits, Transactions (Commission & Bonus), Participants (Payees), Positions & Titles in Xactly with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Xactly, and CRM data flows the other way wherever Monday can store and use it.

Common use cases

  • 01 Push support tickets or orders from an operational database into monday.com Items, then read status Column values back when work completes.
  • 02 Sync Updates and status changes from monday.com into a database so downstream tools and dashboards react to project progress in near real time.
  • 03 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 04 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.

Common sync patterns

Where Monday supplies contact or company data

Enriched fields land directly on records in Xactly, and refreshes keep them from going stale.

Where Monday can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Xactly sync into Monday, so people working there have the context without switching tools.

Where Monday handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Xactly, so sales sees open issues before the next call.

What you can sync between Monday 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.

Monday objects Xactly objects How this pairing syncs
Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. 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. Boards is specific to Monday and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. 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. Items is specific to Monday and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Subitems Nested rows under items, stored on a separate hidden board; synced as a child table linked to the parent item. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Subitems is specific to Monday and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Column values Typed fields (status, date, people, numbers, connect-boards); polymorphic JSON usually written together via change_multiple_column_values. 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. Column values is specific to Monday and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. 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. Groups is specific to Monday and Orders to Xactly — each maps to any object or custom field on the other side.
Updates Comment and activity threads attached to items; read out into a database for reporting or written back as notes. 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. Updates is specific to Monday and Credits to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Monday 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.

Monday Xactly Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

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

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

Rate-limit considerations

  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
  • 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 Monday ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Monday 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 Monday or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Monday and Xactly connectors work

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide

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

    Choose tables

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

Monday 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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→ 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 534 integrations available for Monday and Xactly.

Popular · 7 of 534
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