Can you integrate Xactly with Yellowbrick?

Explore a Xactly and Yellowbrick integration with a Stacksync engineer. Stacksync support for Xactly and Yellowbrick is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

Can Xactly and Yellowbrick sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the Xactly and Yellowbrick initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Xactly account, edition, environment, and business objects the integration must access. Identify the Yellowbrick account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the Xactly to Yellowbrick sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Xactly fields to Yellowbrick?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Xactly and Yellowbrick integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the Xactly and Yellowbrick pilot start with?

Start by reviewing Orders in Xactly and Proposed sales order table in Yellowbrick (choose its name) in Yellowbrick. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

CRM / Data warehouse · Two-way sync platform

Xactly and Yellowbrick integration

Plan how Xactly and Yellowbrick should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

Scope your workflow with an integration engineer
Review the systems, records, and updates you need

Integration planning

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Xactly

Yellowbrick

Review the integration scope

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Proposed workflow

Sales order reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Xactly Orders or the proposed sales order table in Yellowbrick needs a defined result in the other system.

Start with Xactly Orders and the proposed sales order table in Yellowbrick. Use the record-matching and field-ownership rules from your mapping worksheet.
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Xactly and Yellowbrick
Xactly record	Yellowbrick record	Record matching	Field ownership
OrdersProposed record; confirm Stacksync object support.Reporting dataset	Proposed sales order tableProposed table; choose its name and schema.	Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices.	Decide which system approves the order and which can cancel or amend it after fulfillment begins.
Products & CustomersProposed record; confirm Stacksync object support.Reporting dataset	Proposed product or catalog item tableProposed table; choose its name and schema.	Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.	Assign ownership for catalog content, price, and stock separately.
Payment Summary (Payable)Proposed record; confirm Stacksync object support.Reporting dataset	Proposed payment or settlement tableProposed table; choose its name and schema.	Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.	Keep payment authorization, settlement, and accounting allocation distinct.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Xactly

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Orders Credits Transactions (Commission & Bonus) Participants (Payees) Positions & Titles Quotas / Targets	Confirm support for this record type and the direction you need.

Discuss Xactly requirements

Yellowbrick

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Tables Databases Schemas Views Users and Roles	Confirm support for this record type and the direction you need.

Discuss Yellowbrick requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits

Connection requirement	Xactly	Yellowbrick
Integration interface	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).	SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication	Confirm the credentials, API plan, and permissions required for Xactly.	Confirm the credentials, API plan, and permissions required for Yellowbrick.
Change detection	Confirm how Stacksync detects changes for this connector and the objects you need.	Confirm how Stacksync detects changes for this connector and the objects you need.
Read access	Confirm with Stacksync	Confirm with Stacksync
Write access	Confirm with Stacksync	Confirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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
DPF US-EU-UK-CH

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:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Xactly

Integration interface: 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: Confirm the credentials, API plan, and permissions required for Xactly.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the Xactly account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Xactly, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for Xactly and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Technical documentation

Xactly vendor API documentation

Yellowbrick

Integration interface: SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication: Confirm the credentials, API plan, and permissions required for Yellowbrick.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the Yellowbrick account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Yellowbrick, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for Yellowbrick and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Xactly and Yellowbrick access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Xactly setup checklist

Identify the Xactly account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Xactly, including read/write support, authentication, and initial-load limits.

Yellowbrick setup checklist

Identify the Yellowbrick account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Yellowbrick, including read/write support, authentication, and initial-load limits.

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Xactly and Yellowbrick planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Orders / Proposed sales order table in Yellowbrick (choose its name)

Plan a sales order dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Xactly: Object support to establish
Yellowbrick: Your database schema
Record identity: Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices.
Field ownership: Decide which system approves the order and which can cancel or amend it after fulfillment begins.

Fields to include

Source order ID
Customer reference
Line references and quantities
Order status
Currency

Record dependencies: Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Validation: Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.
Recovery: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

References: Xactly: Orders documentation

Reporting dataset

Products & Customers / Proposed product or catalog item table in Yellowbrick (choose its name)

Plan a product or catalog item dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Xactly: Object support to establish
Yellowbrick: Your database schema
Record identity: Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
Field ownership: Assign ownership for catalog content, price, and stock separately.

Fields to include

Source product ID
SKU or variant reference
Description
Unit of measure
Price-list reference

Record dependencies: Resolve units, variants, categories, and applicable price lists before order lines.
Validation: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
Recovery: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

References: Xactly: Products & Customers documentation

Reporting dataset

Payment Summary (Payable) / Proposed payment or settlement table in Yellowbrick (choose its name)

Plan a payment or settlement dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Xactly: Object support to establish
Yellowbrick: Your database schema
Record identity: Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.
Field ownership: Keep payment authorization, settlement, and accounting allocation distinct.

Fields to include

Source transaction ID
Invoice references
Amount and currency
Settlement status
Reversal reference

Record dependencies: Resolve the affected invoices and cash/account references before allocating the payment.
Validation: Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.
Recovery: Look up the original transaction before retrying to prevent duplicate allocation or charging.

References: Xactly: Payment Summary (Payable) documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Orders / Proposed sales order table in Yellowbrick (choose its name) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit: Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Check record matching: Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Xactly and Yellowbrick record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify Orders / Proposed sales order table in Yellowbrick (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when Xactly and Yellowbrick need a transformation, approval, or action outside a direct record sync.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit: Consider for a one-time Xactly / Yellowbrick migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Sales order reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Orders or Proposed sales order table in Yellowbrick (choose its name) record needs a defined result in the other system.

Start with Xactly Orders and Yellowbrick Proposed sales order table in Yellowbrick (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.

If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Product or catalog item reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Products & Customers or Proposed product or catalog item table in Yellowbrick (choose its name) record needs a defined result in the other system.

Start with Xactly Products & Customers and Yellowbrick Proposed product or catalog item table in Yellowbrick (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve units, variants, categories, and applicable price lists before order lines.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Payment or settlement reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Payment Summary (Payable) or Proposed payment or settlement table in Yellowbrick (choose its name) record needs a defined result in the other system.

Start with Xactly Payment Summary (Payable) and Yellowbrick Proposed payment or settlement table in Yellowbrick (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the affected invoices and cash/account references before allocating the payment.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

If it fails: Look up the original transaction before retrying to prevent duplicate allocation or charging.

Plan the customer lifecycle across Xactly and Yellowbrick

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A customer-facing change in Xactly needs operational context in Yellowbrick.

Select the relevant Orders or Payment Summary (Payable) records and identify whether the downstream relationship is a person, a company, a deal, or a reporting row.
Define which lifecycle transitions are informative and which should request a downstream action. Keep conversion and merge history connected to stable IDs.
Choose a representative reopened deal, changed contact identity, or reassigned account to test the handoff before expanding.

Expected result: The relationship survives a lifecycle change without creating a duplicate customer or triggering an unintended business action.

If it fails: Inspect merge/conversion history and existing destination records before replaying a lifecycle transition.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Orders / Proposed sales order table in Yellowbrick (choose its name)

Test case

Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.

Expected result

The expected sales order relationship is preserved with no duplicate action or unintended write.

Products & Customers / Proposed product or catalog item table in Yellowbrick (choose its name)

Test case

Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Expected result

The expected product or catalog item relationship is preserved with no duplicate action or unintended write.

Payment Summary (Payable) / Proposed payment or settlement table in Yellowbrick (choose its name)

Test case

Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

Expected result

The expected payment or settlement relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated sales order change

Investigate

Inspect Xactly Orders and Yellowbrick Proposed sales order table in Yellowbrick (choose its name), their IDs, and the destination error.

Next action

Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Rejected or repeated product or catalog item change

Investigate

Inspect Xactly Products & Customers and Yellowbrick Proposed product or catalog item table in Yellowbrick (choose its name), their IDs, and the destination error.

Next action

Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Rejected or repeated payment or settlement change

Investigate

Inspect Xactly Payment Summary (Payable) and Yellowbrick Proposed payment or settlement table in Yellowbrick (choose its name), their IDs, and the destination error.

Next action

Look up the original transaction before retrying to prevent duplicate allocation or charging.

A record type or update is unavailable

Investigate

Check the Xactly and Yellowbrick connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Xactly and Yellowbrick

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Xactly Yellowbrick Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Yellowbrick.

Yellowbrick Xactly Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Xactly.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Review write-back, deletion handling, update timing, and account limits with the integration team.
Review write-back, deletion handling, update timing, and account limits with the integration team.

FAQ