Skip to content
Analytics ⇄ CRM

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

Keep Pendo 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Pendo and Xactly

Put live Xactly data behind every dashboard and cohort in Pendo, and write the segments and scores Pendo computes back onto the Xactly record — one connection, not a nightly export.

Pendo turns data into dashboards, cohorts, and metrics; Xactly is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.

Stacksync syncs Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) from Xactly into Pendo field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Pendo write back to fields in Xactly, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Push warehouse-computed Account attributes (plan, ARR, renewal date, health score, CSM owner) onto Pendo Accounts via the Metadata API so segments and guide targeting stay current.
  • 02 Set custom Visitor fields (role, lifecycle stage, entitlement) from the warehouse so in-app guides reach the right users without manual CSV uploads.
  • 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

Customer context in Pendo

Accounts, contacts, deals, and activity from Xactly sync into Pendo, so metrics and dashboards group by real customers, segments, and stage instead of anonymous IDs.

Report on live CRM data

New records and status changes in Xactly appear in Pendo within seconds, so dashboards and cohorts track the current pipeline rather than last night's export.

Where Xactly accepts updates: segments and scores back on the record

Cohorts, scores, and computed metrics from Pendo sync onto fields in Xactly, putting the analysis where reps and owners actually work the accounts.

What you can sync between Pendo 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.

Pendo objects Xactly objects How this pairing syncs
Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. 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. Poll / NPS Responses is specific to Pendo and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. 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. Features / Pages / Guides (metadata) is specific to Pendo and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Visitors is specific to Pendo and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Accounts Company/workspace records that roll visitors up to an account dimension; readable via Aggregation and a write target for custom fields (plan, ARR, health) via the Metadata API. 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. Accounts is specific to Pendo and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Feature Events Click/interaction events on tagged features, read-only through the Aggregation API over an event-time window and joined to the Feature definitions. 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. Feature Events is specific to Pendo and Orders to Xactly — each maps to any object or custom field on the other side.
Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. 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. Page Events is specific to Pendo and Credits to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Pendo 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.

Pendo Xactly Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

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

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

Rate-limit considerations

  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
  • 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 Pendo ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pendo 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 Pendo or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Pendo and Xactly connectors work

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.

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

    Choose tables

    Pick the Pendo 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 · Pendo ⇄ 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
    Pendo Xactly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Pendo 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

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 501 integrations available for Pendo and Xactly.

Popular · 7 of 501
All Pendo integrations All Xactly integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own