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CRM ⇄ Accounting and finance

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

Keep Xactly and Zuora 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 Zuora

Sync customers, invoices, and payment status between Zuora and Xactly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Xactly knows the relationship: who the contacts are and what is in motion with the account. Zuora knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Account (Billing Account), Subscription, Rate Plan and Rate Plan Charge, Product and Product Rate Plan (Product Catalog) in Zuora to Participants (Payees), Positions & Titles, Quotas / Targets, Payment Summary (Payable) in Xactly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Master the Product Catalog (Products and Product Rate Plans) in a database or PIM and write pricing changes into Zuora.
  • 02 Stream metered Usage records from a warehouse or metering pipeline into Zuora so consumption-based charges are rated on the correct Rate Plan.
  • 03 Replicate Products and Customer/Account master from CRM/ERP into Xactly so crediting rules resolve against consistent reference data.
  • 04 Mirror commission Transactions and Credits into a data warehouse to power rep-facing dashboards and comp-plan analytics without manual exports.

Common sync patterns

Payment status on the account

Invoice and payment status from Zuora appears on the account in Xactly, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Xactly, Zuora gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Xactly when chasing a balance, and sales sees that the chase is happening.

What you can sync between Xactly and Zuora

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 Zuora objects How this pairing syncs
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. Rate Plan and Rate Plan Charge The priced components inside a Subscription; synced so charge amounts, quantities, and effective dates stay aligned with the source system. Positions & Titles is specific to Xactly and Rate Plan and Rate Plan Charge to Zuora — each maps to any object or custom field on the other side.
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. Product and Product Rate Plan (Product Catalog) The catalog of sellable products and their pricing; usually mastered elsewhere and written into Zuora, or read to map subscription charges. Quotas / Targets is specific to Xactly and Product and Product Rate Plan (Product Catalog) to Zuora — each maps to any object or custom field on the other side.
Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Invoice Billing documents generated from rate plan charges and order line items; typically read out into an ERP or GL for revenue recognition and reconciliation. Payment Summary (Payable) is specific to Xactly and Invoice to Zuora — 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. Payment Payment and refund transactions applied against invoices; read for cash application, dunning, and reconciliation reporting in the warehouse. Products & Customers is specific to Xactly and Payment to Zuora — 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. Usage Metered consumption records; written into Zuora from a metering or warehouse pipeline so consumption-based charges are rated and invoiced. Orders is specific to Xactly and Usage to Zuora — 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. Order and Amendment Records of subscription create and change actions; written to Zuora to drive quote-to-cash and read for subscription change history. Credits is specific to Xactly and Order and Amendment to Zuora — each maps to any object or custom field on the other side.

How changes propagate between Xactly and Zuora

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

Zuora Xactly Sub-second propagation

DetectionZuora notifies Stacksync of record changes through webhook events. Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for.

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.
  • Zuora: Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
What ships with Xactly ⇄ Zuora

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Xactly or Zuora 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 Zuora record.

Observability

Monitoring

Track your Xactly ⇄ Zuora 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 Zuora.

How the Xactly and Zuora 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

Zuora

Integration surface
REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available
Authentication
OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes
Change detection
Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for event-driven changes
Capabilities
read · write · webhooks
Rate limits
Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
How it works

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

    Choose tables

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

Xactly and Zuora 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
→ 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 524 integrations available for Xactly and Zuora.

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