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Database ⇄ CRM

SQL Server to Xactly integration — real-time, two-way sync

Keep SQL Server 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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  • POC with real engineers in minutes

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

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Why teams connect SQL Server and Xactly

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

Stacksync mirrors Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) from Xactly into Stored Procedures, Databases, Schemas, Tables in SQL Server 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 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 Mirror on-premises ERP data held in SQL Server into cloud CRM and support systems
  • 04 Feed a cloud warehouse from SQL Server continuously using native CDC instead of SSIS batch jobs

Common sync patterns

Trigger workflows from CRM changes

Field and stage updates in Xactly arrive as row changes in SQL Server, ready to drive jobs and notifications.

Query the CRM like a database

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

Product events onto CRM records

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

What you can sync between SQL Server 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.

SQL Server objects Xactly objects How this pairing syncs
Views Read-side projections used as outbound sync sources. 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. Views is specific to SQL Server and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Columns Field-level mapping targets with T-SQL types. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Columns is specific to SQL Server and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Primary and Unique Keys Match keys for idempotent upserts and conflict handling. 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. Primary and Unique Keys is specific to SQL Server and Products & Customers to Xactly — each maps to any object or custom field on the other side.
CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers. 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. CDC Change Tables is specific to SQL Server and Orders to Xactly — each maps to any object or custom field on the other side.
Stored Procedures T-SQL logic that can validate or post-process synced rows. 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. Stored Procedures is specific to SQL Server and Credits to Xactly — each maps to any object or custom field on the other side.
Databases Instance-level databases that scope a sync's reads and writes. 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. Databases is specific to SQL Server and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between SQL Server 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.

SQL Server Xactly Sub-second propagation

DetectionChanges in SQL Server are captured at the source via change data capture — no polling loop against its API. SQL Server Native Change Data Capture (CDC).

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

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

Rate-limit considerations

  • SQL Server: No API rate limits; throughput depends on instance resources, licensing tier, and connection limits.
  • 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 SQL Server ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever SQL Server 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 SQL Server or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the SQL Server and Xactly connectors work

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server 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 SQL Server 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 SQL Server 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
    SQL Server connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

SQL Server 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 562 integrations available for SQL Server and Xactly.

Popular · 7 of 562
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