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Business productivity ⇄ CRM

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

Keep Sysaid 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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Why teams connect Sysaid and Xactly

Sync what happens in Sysaid with the customer records in Xactly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Sysaid holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Changes, Users, Assets, Configuration Items (CIs) in Sysaid to Transactions (Commission & Bonus), Participants (Payees), Positions & Titles, Quotas / Targets in Xactly with bi-directional, real-time sync. Activity and record changes in Sysaid update the matching contact or account in Xactly, and CRM data flows the other way wherever Sysaid can store and use it.

Common use cases

  • 01 Sync Users, Groups, and Companies from an HRIS or identity provider so requester and agent records, departments, and managers stay current in SysAid.
  • 02 Mirror Assets and Configuration Items with an external CMDB or asset database so inventory and ticket linkage share one source of truth.
  • 03 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.
  • 04 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.

Common sync patterns

Where Sysaid can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Xactly sync into Sysaid, so people working there have the context without switching tools.

Where Sysaid handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Xactly, so sales sees open issues before the next call.

Where Sysaid supplies contact or company data

Enriched fields land directly on records in Xactly, and refreshes keep them from going stale.

What you can sync between Sysaid 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.

Sysaid objects Xactly objects How this pairing syncs
Problems Root-cause records that group related incidents; read and written to keep problem management aligned with an external ITSM or reporting store. 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. Problems is specific to Sysaid and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Changes Change records (type=change) with approval and scheduling fields; synced two-way to drive CAB review and deployment workflows. 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. Changes is specific to Sysaid and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Users End users and admins on the /users endpoint; synced with an HRIS or identity source to keep requester and agent records current. 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. Users is specific to Sysaid and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Assets Hardware and software inventory; read out to a warehouse or written from a discovery or CMDB source of truth. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Assets is specific to Sysaid and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Configuration Items (CIs) CMDB entries and their relationships; synced with an external CMDB or asset database for one inventory view. 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. Configuration Items (CIs) is specific to Sysaid and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Companies Customer and department organizations that scope tickets and users; mapped to Accounts in a CRM or org tables in a database. 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. Companies is specific to Sysaid and Orders to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Sysaid 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.

Sysaid Xactly Sub-second propagation

DetectionSysaid notifies Stacksync of record changes through webhook events. Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature.

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

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

Rate-limit considerations

  • Sysaid: Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
  • 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 Sysaid ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sysaid 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 Sysaid or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Sysaid and Xactly connectors work

Sysaid

Integration surface
REST API (JSON)
Authentication
Client-credentials app keys: an application key (clientId/clientSecret) is created via /v1/application-keys, then exchanged at /v1/access-tokens for a bearer token (default 24h, up to 30 days); an x-sysaid-accountid header scopes the account. Legacy V0 uses session-cookie login.
Change detection
Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.

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

    Choose tables

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

Sysaid 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.

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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 534 integrations available for Sysaid and Xactly.

Popular · 8 of 534
All Sysaid integrations All Xactly integrations Browse all integrations
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