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Data warehouse ⇄ CRM

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

Keep Rockset 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 Rockset and Xactly

Sync Xactly into Rockset 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. Transactions (Commission & Bonus), Participants (Payees), Positions & Titles, Quotas / Targets from Xactly land in Rockset as live tables, updated within seconds, and columns computed in Rockset 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 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.
  • 02 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 03 Serve real-time dashboards over CRM and ERP records synced from operational databases.
  • 04 Sync Postgres or DynamoDB tables into collections for low-latency aggregations without loading a batch warehouse.

Common sync patterns

A single customer view

Join Xactly's relationship data with billing, product, and support data in Rockset to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

Deduplication and normalization done in Rockset 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 Rockset moments after they change, so dashboards stop lagging the reality they describe.

What you can sync between Rockset 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.

Rockset objects Xactly objects How this pairing syncs
Query Lambdas Named, parameterized SQL queries invoked over REST to read synced data. 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. Query Lambdas is specific to Rockset and Orders to Xactly — each maps to any object or custom field on the other side.
Aliases Stable names that point at collections, used to swap datasets without changing queries. 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. Aliases is specific to Rockset and Credits to Xactly — each maps to any object or custom field on the other side.
Integrations Managed source connections (databases, streams, object storage) feeding collections. 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. Integrations is specific to Rockset and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Virtual Instances Isolated compute units that separate ingest from query 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. Virtual Instances is specific to Rockset and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Collections Schemaless document containers that ingested and synced records land in. 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. Collections is specific to Rockset and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Documents JSON records addressable by _id, written via the Write API in sync pipelines. 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. Documents is specific to Rockset and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Rockset 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.

Rockset Xactly Interval-based propagation

DetectionStacksync polls Rockset for changes on an incremental schedule, reading only records changed since the previous pass. Polling via SQL queries on timestamp fields.

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

Xactly Rockset 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 Rockset 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 Rockset ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rockset 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 Rockset or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Rockset and Xactly connectors work

Rockset

Integration surface
REST API (SQL over HTTP, plus a document Write API)
Authentication
API key
Change detection
Polling via SQL queries on timestamp fields; ingestion-side change capture is handled by Rockset's managed source connectors
Capabilities
read · write

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

    Choose tables

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

Rockset 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
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:

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 525 integrations available for Rockset and Xactly.

Popular · 5 of 525
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