CRM & Sales · Integration
Xactly
Add Xactly to your product for your customers, and give your AI agents governed access to it.
Xactly works out what sales people are owed. Plans hold the rules, quotas set the target, credits and transactions record what was sold and by whom, and the calculation turns all of it into commission results somebody eventually gets paid. That makes it a sales system rather than a finance one: there is no ledger here and no invoice, only attainment computed on activity that began in a CRM. An embedded Xactly integration pushes orders and credits so the calculation runs on current numbers, reads plans, quotas and territory assignments, pulls calculated results and statements back so a rep sees earnings where they already work, and reacts when a period closes. Traceability is the point rather than a nicety: a rep who cannot see how a figure was reached opens a dispute about it, so every read is logged and attributable. fastn holds each customer's credentials per tenant.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each customer connect their own Xactly tenant so calculations run on their plans rather than a model you assumed.
Push orders and credit records from your product so attainment reflects what was sold this week, not last month.
Read plans, quotas and territory assignments so your product shows a rep the target they are actually measured on.
Pull calculated commission results and statements back, so earnings appear where the selling happens.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent walks through the credits and rules behind a single commission figure, before the question turns into a dispute.
An agent submits credit or transaction data within governed permissions, with the submission audited.
An agent reports whose attainment moved most after the latest calculation and what drove it.
Example prompt
How was this rep's commission calculated for the last period, and which deals contributed most?
Set up Xactly in 4 steps
- 01Enable the Xactly connector in your fastn dashboard.
- 02Have each customer authorise their own tenant with least-privilege credentials.
- 03Map the order, credit, quota and result records your product uses, then enable the period close trigger you need.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the Xactly integration
What you get by embedding it with fastn instead of building it yourself.
- Ship an Xactly integration without building it. Your customers connect their own Xactly account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so an Xactly update is not your on-call problem.
- One integration serves your product and your agents. The same governed Xactly connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
Compare with
SAP CallidusCloud
SalesforceWorks well with
NetSuiteOften used alongside
Tools the same teams tend to run next to Xactly, across other categories.
Slack
Mailchimp
Marketo
Google AdsXactly integration FAQ
How do I add an Xactly integration to my product?
Enable the Xactly connector in your fastn dashboard, then let each customer authenticate their own Xactly account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Xactly client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Xactly account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Xactly account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Xactly integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent walks through the credits and rules behind a single commission figure, before the question turns into a dispute.
Who maintains the Xactly integration?
fastn does. When Xactly changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Xactly integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Xactly schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Xactly, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Xactly do not drift apart.
What can I build with the Xactly integration?
A common starting point: let each customer connect their own Xactly tenant so calculations run on their plans rather than a model you assumed. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Xactly integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Xactly does not change your per-connector cost. You can start free with 3 connected accounts.
Add Xactly to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.