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CRM ⇄ Data warehouse

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

Keep Xactly and Yellowbrick 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 Xactly and Yellowbrick

Sync Xactly into Yellowbrick continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Payment Summary (Payable), Products & Customers, Orders, Credits from Xactly land in Yellowbrick as live tables, updated within seconds, and columns computed in Yellowbrick write back to fields in Xactly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

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 Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • 04 Sync CRM and marketing data into Yellowbrick tables so it can be joined with large fact tables for enterprise BI.

Common sync patterns

CRM analytics on live data

Accounts, contacts, and activity from Xactly are queryable in Yellowbrick moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Yellowbrick appear as fields in Xactly, where the people working accounts actually see them.

A single customer view

Join Xactly's relationship data with billing, product, and support data in Yellowbrick to build the customer picture the CRM alone cannot hold.

What you can sync between Xactly and Yellowbrick

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.

Xactly objects Yellowbrick objects How this pairing syncs
Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Schemas Namespaces used to organize synced datasets by source or domain. Payment Summary (Payable) is specific to Xactly and Schemas to Yellowbrick — each maps to any object or custom field on the other side.
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. Tables Columnar MPP tables; the primary targets for warehouse syncs. Products & Customers is specific to Xactly and Tables to Yellowbrick — each maps to any object or custom field on the other side.
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. Views Logical views used to shape reads for BI and downstream syncs. Orders is specific to Xactly and Views to Yellowbrick — each maps to any object or custom field on the other side.
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. Users and Roles Access-control objects that govern what a sync service account can read and write. Credits is specific to Xactly and Users and Roles to Yellowbrick — each maps to any object or custom field on the other side.
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 Top-level containers for schemas and tables. Transactions (Commission & Bonus) is specific to Xactly and Databases to Yellowbrick — each maps to any object or custom field on the other side.

How changes propagate between Xactly and Yellowbrick

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.

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

Yellowbrick Xactly Interval-based propagation

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

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

Rate-limit considerations

  • 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.
  • Yellowbrick: No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
What ships with Xactly ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Xactly or Yellowbrick 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 Xactly or Yellowbrick record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Xactly and Yellowbrick connectors work

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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

How to connect Xactly to Yellowbrick — 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 Xactly and Yellowbrick 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
    Xactly connected
    Yellowbrick connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Xactly and Yellowbrick 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 454 integrations available for Xactly and Yellowbrick.

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