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Database ⇄ CRM

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

Keep MongoDB 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 MongoDB and Xactly

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

Stacksync mirrors Quotas / Targets, Payment Summary (Payable), Products & Customers, Orders from Xactly into Collections, Documents, Embedded documents and arrays, Indexes in MongoDB 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 Capture change stream events and propagate them to SaaS tools in near real time instead of running batch exports.
  • 04 Keep a MongoDB-backed product catalog aligned with an ERP's item master in both directions.

Common sync patterns

Query the CRM like a database

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

Product events onto CRM records

Signup, usage, or lifecycle changes written to MongoDB sync onto the matching records in Xactly, giving go-to-market teams live product context.

Internal tools without API code

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

What you can sync between MongoDB 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.

MongoDB objects Xactly objects How this pairing syncs
Documents BSON records created, updated, and deleted during syncs, keyed by _id. 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. Documents is specific to MongoDB and Credits to Xactly — each maps to any object or custom field on the other side.
Embedded documents and arrays Nested structures that syncs flatten or map to related records in relational targets. 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. Embedded documents and arrays is specific to MongoDB and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Indexes Keep lookups by sync key fast on large collections. 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 MongoDB and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Views Read-only aggregation-defined sources for filtered sync datasets. 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. Views is specific to MongoDB and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Change streams The oplog-backed event feed that powers real-time change capture. 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. Change streams is specific to MongoDB and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
GridFS files Chunked file storage whose metadata can be referenced by synced documents. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. GridFS files is specific to MongoDB and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between MongoDB 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.

MongoDB Xactly Sub-second propagation

DetectionChanges in MongoDB are captured at the source via change data capture — no polling loop against its API. MongoDB oplog and change streams (requires the database to run as a replica set — even single-node).

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

Xactly MongoDB 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 MongoDB 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 MongoDB ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever MongoDB 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 MongoDB or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the MongoDB and Xactly connectors work

MongoDB

Integration surface
MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
Authentication
Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
Change detection
MongoDB oplog and change streams (requires the database to run as a replica set — even single-node); Stacksync leverages these built-in tools to track changes in real time
Capabilities
read · write · CDC
MongoDB 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 MongoDB 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 MongoDB 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
    MongoDB connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

MongoDB 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 563 integrations available for MongoDB and Xactly.

Popular · 7 of 563
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