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CRM

Veeva CRM to Xactly integration — real-time, two-way sync

Keep Veeva CRM 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 Veeva CRM and Xactly

Run Veeva CRM and Xactly side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Calls, Medical Inquiries, Sample Transactions, Consent Records in Veeva CRM with Quotas / Targets, Payment Summary (Payable), Products & Customers, Orders in Xactly in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Replicate call and activity data into a warehouse for field-force effectiveness reporting.
  • 02 Keep consent records aligned between Veeva and marketing platforms so channel opt-outs are enforced everywhere.
  • 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

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Veeva CRM 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.

Veeva CRM objects Xactly objects How this pairing syncs
Sample Transactions Sample disbursement records tracked for regulatory compliance. 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. Sample Transactions is specific to Veeva CRM and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Consent Records is specific to Veeva CRM and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.
Key Messages and CLM Content Approved content presented during calls, referenced in activity data. 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. Key Messages and CLM Content is specific to Veeva CRM and Products & Customers to Xactly — each maps to any object or custom field on the other side.
Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. 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. Territories and Alignments is specific to Veeva CRM and Orders to Xactly — each maps to any object or custom field on the other side.
Events Medical events and speaker programs managed through Veeva's events capabilities. 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. Events is specific to Veeva CRM and Credits to Xactly — each maps to any object or custom field on the other side.
Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. 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. Approved Email Activity is specific to Veeva CRM and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Veeva CRM 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.

Veeva CRM Xactly Interval-based propagation

DetectionStacksync polls Veeva CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.

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

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

Rate-limit considerations

  • Veeva CRM: Subject to the underlying platform's API request allocations, which are contract-dependent.
  • 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 Veeva CRM ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Veeva CRM 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 Veeva CRM or Xactly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Veeva CRM and Xactly connectors work

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.

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

    Choose tables

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

Veeva CRM 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 528 integrations available for Veeva CRM and Xactly.

Popular · 8 of 528
All Veeva CRM integrations All Xactly integrations Browse all integrations
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