How to Integrate Sage Intacct with Xactly Integration

Sales-driven organizations require accurate and timely commission calculations, as rewards play a vital role in motivating and retaining top sales talent. However, managing commissions can quickly become a complex and time-consuming process, particularly as businesses grow and sales structures become more intricate.

This is where the integration between Sage Intacct, a comprehensive cloud financial management solution, and Xactly, a leading sales performance management platform, can be a game-changer.

In this post, you’ll learn how to integrate Sage Intacct with Xactly.

The Challenges of Manual Commission Management

Without an integration, businesses often find themselves grappling with the following challenges:

1. Manual Data Entry: Transferring data between Sage Intacct and Xactly manually is a tedious and error-prone process. Sales representatives’ performance data must be manually entered into Xactly, increasing the risk of inaccuracies and inconsistencies.
2. Time-Consuming Processes: Calculating commissions manually, cross-checking data, and ensuring accuracy can be incredibly time-consuming for finance and sales operations teams, diverting valuable resources from more strategic tasks.
3. Lack of Real-Time Visibility: When data is not seamlessly shared between systems, sales teams lack real-time visibility into their performance metrics and expected commissions, which can lead to frustration and decreased motivation.
   

The Benefits of Integrating Sage Intacct with Xactly

Integrating Sage Intacct with Xactly empowers your business to retain top talent by staying on top of commission management:

1. Automated Workflows: The integration automates the transfer of financial data from Sage Intacct to Xactly, reducing manual work and the potential for errors.
2. Time Savings: With automated data transfer and commission calculations, finance and sales operations teams can reallocate their time to more strategic and value-adding activities.
3. Enhanced Accuracy: Commission calculations are based on the most current and accurate data from Sage Intacct, ensuring that sales representatives are compensated fairly and correctly for their achievements.
4. Real-Time Insights: Sales teams can access up-to-date information on their performance metrics and expected commissions, fostering transparency, motivation, and trust in the commission management process.

Steps to Integrate Sage Intacct with Xactly

Integrating Sage Intacct with Xactly typically involves the following steps:

1. Assess Requirements: Begin by determining the specific data points that need to be shared between Sage Intacct and Xactly, such as sales orders, invoices, payments, and commission rules.
2. Configure Settings: Set up the necessary configurations in both Sage Intacct and Xactly to enable data sharing and ensure that the integration runs smoothly.
3. Map Data Fields: Ensure that the data fields in Sage Intacct correspond correctly to those in Xactly, ensuring accurate and consistent data transfer.
4. Test Integration: Run comprehensive tests to confirm that data flows correctly between the two systems and that commission calculations are accurate based on the transferred data.
5. Deploy Integration: Once testing is successful and any issues are resolved, deploy the integration for live use within your organization.
6. Monitor and Maintain: Regularly monitor the integration to ensure it continues to function as expected and make any necessary adjustments or updates as your business requirements evolve.
   

Integrating Sage Intacct with Xactly Using Automation Platforms

While it’s possible to integrate Sage Intacct and Xactly directly through custom development or using their APIs, many businesses opt for the convenience and ease of use offered by automation platforms like Zapier, Make (formerly Integromat), and Tray.io. These platforms provide a user-friendly, code-free way to connect various applications and automate workflows.

Using Zapier

1. Sign Up/Login: Create or log into your Zapier account.
2. Create a Zap: Choose Sage Intacct as the trigger app and Xactly as the action app.
3. Configure Trigger: Set up the specific trigger event in Sage Intacct, like a new invoice or updated customer details.
4. Configure Action: Choose the corresponding action in Xactly, such as updating a commission record.
5. Map Fields: Ensure that the data fields from Sage Intacct match the fields in Xactly.
6. Test and Activate: Test the Zap to ensure it works correctly, then activate it.

Using Make (formerly Integromat)

1. Sign Up/Login: Create or log into your Make account.
2. Create a Scenario: Select Sage Intacct and Xactly as the modules to integrate.
3. Set Triggers and Actions: Define what will trigger the scenario in Sage Intacct and what action should be taken in Xactly.
4. Data Mapping: Map the data fields between Sage Intacct and Xactly.
5. Test the Scenario: Run a test to check the integration’s functionality.
6. Implement the Integration: Once satisfied, implement the scenario for regular use.

Using Tray.io

1. Sign Up/Login: Create or log into your Tray.io account.
2. Use the Connector: Locate the Sage Intacct and Xactly connectors in the Tray Platform.
3. Design the Workflow: Drag and drop to design the workflow between Sage Intacct and Xactly.
4. Configure Operations: Set up the operations you want to perform, like creating or updating records.
5. Field Mapping: Align the fields from Sage Intacct to the corresponding fields in Xactly.
6. Test and Deploy: Test the workflow and deploy it once it’s working as expected.

These automation platforms offer several benefits, including:

• User-Friendly Interface: No coding is required, making it accessible for non-technical users.
• Customization: Workflows can be tailored to fit specific business processes and requirements.
• Integration Monitoring: Most platforms provide logs, error messages, and notifications for failed operations, simplifying troubleshooting.

But, it’s important to note that while these platforms can significantly streamline the integration process, they may have limitations when it comes to complex or highly customized integrations.

In such cases, leveraging the APIs provided by Sage Intacct and Xactly, or seeking assistance from professional integration experts, may be necessary.

Key Takeaways

• The integration between Sage Intacct and Xactly is designed to optimize commission management by automating data transfer and calculations, ensuring accuracy, and providing real-time visibility for sales teams.
• It is crucial to thoroughly test the integration before deployment to avoid disruptions and inaccuracies in commission calculations.
• Ongoing monitoring and maintenance of the integration are essential to maintain its integrity and ensure it continues to meet your organization’s evolving needs.
• Automation platforms like Zapier, Make, and Tray.io offer user-friendly, code-free options for integrating Sage Intacct with Xactly, but may have limitations for complex integrations.

FAQs

Q. Can the integration handle changes in commission structures?

A. Yes, the integration allows for adjustments to be made within Xactly to reflect changes in commission structures or calculation rules. These changes will then be automatically reflected in the commission calculations based on the data transferred from Sage Intacct.

Q: How secure is the data transfer between Sage Intacct and Xactly?

A. The integration between Sage Intacct and Xactly uses secure protocols and encryption to ensure that all data transferred is protected against unauthorized access or interception.

Q: Can the integration be customized to fit our specific business requirements?

A. Absolutely. Both Sage Intacct and Xactly offer flexible configurations and customization options to ensure the integration aligns with your unique business processes, commission structures, and data requirements.

Q. How frequently is data transferred between Sage Intacct and Xactly?

A. The frequency of data transfer can be configured based on your organization’s needs. Many businesses opt for daily or real-time data synchronization to ensure that sales teams have access to the most up-to-date information.

Q: Will these integrations work with custom fields in Sage Intacct or Xactly?

A. Yes, custom fields can typically be mapped and integrated using automation platforms like Zapier, Make, and Tray.io.

Q: What if there is an error in the integration process?

A. Most automation platforms provide logs and error messages to help troubleshoot issues. It’s also possible to set up notifications for failed operations.