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ERP ⇄ CRM

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

Keep Syspro 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 Syspro and Xactly

Close the gap between front office and back office: Xactly and Syspro share customers and status in real time, in both directions.

Xactly holds the customer relationship; Syspro runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Products & Customers, Orders, Credits, Transactions (Commission & Bonus) in Xactly with Purchase orders, Jobs (work orders), Bills of materials, AR invoices in Syspro field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.
  • 02 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.
  • 03 Post shipment confirmations from logistics systems back against SYSPRO sales orders
  • 04 Write sales orders from e-commerce platforms or CRMs into SYSPRO without manual re-entry

Common sync patterns

Where Syspro manages people and org data: keep Xactly aligned

Owners, territories, and org structure informed by Syspro stay current in Xactly.

Where Syspro handles order-to-cash: closed-won flows through

A deal won in Xactly creates or updates the customer in Syspro with clean data, so fulfillment and invoicing start without re-entry.

Where Syspro is the finance system of record: money status on the account

Invoice and payment state from Syspro shows on the account in Xactly, so reps see balances before promising the next order.

What you can sync between Syspro 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.

Syspro objects Xactly objects How this pairing syncs
Sales orders Orders written in from storefronts and CRMs, with status read back out. 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. Sales orders is specific to Syspro and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Purchase orders Procurement documents synced with supplier portals and receiving. 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. Purchase orders is specific to Syspro and Orders to Xactly — each maps to any object or custom field on the other side.
Jobs (work orders) Manufacturing jobs and WIP tracked for production reporting. 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. Jobs (work orders) is specific to Syspro and Credits to Xactly — each maps to any object or custom field on the other side.
Bills of materials Product structures referenced when syncing manufacturing data. 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. Bills of materials is specific to Syspro and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
AR invoices Billing documents surfaced to CRMs and finance reporting. 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. AR invoices is specific to Syspro and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
GL journals Financial postings extracted for consolidation and analytics. 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. GL journals is specific to Syspro and Positions & Titles to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Syspro 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.

Syspro Xactly Interval-based propagation

DetectionStacksync polls Syspro for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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

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

Rate-limit considerations

  • Syspro: Throughput depends on the customer's server sizing; many deployments are on-premise.
  • 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 Syspro ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Syspro 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 Syspro or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Syspro and Xactly connectors work

Syspro

Integration surface
e.net Solutions business objects, exposed over REST and WCF interfaces in SYSPRO 8
Authentication
SYSPRO operator credentials exchanged for a session token
Change detection
Polling; the ERP does not expose a change feed to external consumers
Capabilities
read · write
Rate limits
Throughput depends on the customer's server sizing; many deployments are on-premise

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

    Choose tables

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

Syspro 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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DPF US-EU-UK-CH
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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 529 integrations available for Syspro and Xactly.

Popular · 7 of 529
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