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Accounting and finance ⇄ CRM

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

Keep Stripe 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

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Why teams connect Stripe and Xactly

Sync customers, invoices, and payment status between Stripe and Xactly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Xactly knows the relationship: who the contacts are and what is in motion with the account. Stripe knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Prices, Refunds, Disputes, Payouts in Stripe to Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) in Xactly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Write customer detail updates from internal tools back to Stripe so billing records stay current
  • 02 Sync customers, subscriptions, and payment status into the CRM so sales and support see billing state on the account record
  • 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

Payment status on the account

Invoice and payment status from Stripe appears on the account in Xactly, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Xactly, Stripe gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Xactly when chasing a balance, and sales sees that the chase is happening.

What you can sync between Stripe 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.

Stripe objects Xactly objects How this pairing syncs
Customers The billing identity most teams match against CRM accounts and contacts. 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. Customers is specific to Stripe and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
PaymentIntents The lifecycle record of a payment attempt, from creation to success or failure. 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. PaymentIntents is specific to Stripe and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Charges Individual captured payments underlying intents, used in reconciliation. 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. Charges is specific to Stripe and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Invoices Billing documents with line items, synced to ERPs and accounting systems. 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. Invoices is specific to Stripe and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Subscriptions Recurring billing state that drives provisioning and CRM lifecycle stages. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Subscriptions is specific to Stripe and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Products Catalog entries kept aligned with internal product databases. 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. Products is specific to Stripe and Products & Customers to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Stripe 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.

Stripe Xactly Sub-second propagation

DetectionStripe notifies Stacksync of record changes through webhook events. Webhooks backed by the Events API.

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

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

Rate-limit considerations

  • Stripe: Subject to documented per-mode request rate limits; idempotency keys make retries safe.
  • 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 Stripe ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Stripe 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 Stripe or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Stripe and Xactly connectors work

Stripe

Integration surface
REST API
Authentication
API keys (secret and restricted keys); OAuth 2.0 for Stripe Connect platforms
Change detection
Webhooks backed by the Events API; /v1/events supports replay and backfill
Capabilities
read · write · webhooks
Rate limits
Subject to documented per-mode request rate limits; idempotency keys make retries safe

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

    Choose tables

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

Stripe 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 531 integrations available for Stripe and Xactly.

Popular · 7 of 531
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