Xactly Connect is Xactly's ETL (Extract Transform Load) tool that helps you optimize your Xactly solution. Connect gives administrations the ability to create Incent orders from external data sources. Connect also allows admins to perform useful automated processes to Incent, with or without their interaction.
Sales organizations often use Connect to handle repetitive tasks (such as loading order data and calculating incentives) in place of admins spending their time on tedious and time-consuming tasks. This allows admins to focus their valuable time on other important tasks. If you are currently using Connect and don’t feel like you are getting the most out of it, reach out to our team to learn how Canidium can help optimize Xactly Connect to fit your needs.
The best part about Connect is it is typically free with an Incent license. However, we recommend hiring an expert to enable your Connect solution, which can take time and resources.
Here is a list of important terms to know when using Xactly Connect.
What is an Asset?
An Asset is a schedule, pipeline, step, email, variable, file, or iteration in Connect.
What is a Schedule?
A Schedule is a call to a pipeline that is performed at a specific time on a recurring basis.
What is a Pipeline?
A Pipeline is a collection of steps and/or other pipelines that are run in a specific order to perform more complex tasks.
What is a Step?
A Step is simply a single xSQL or xCL command which performs a specific task.
What is an Invocation?
An Invocation shows what step or pipeline is currently being run or a history of steps or pipelines that have been run and their completion status.
What is a Snapshot?
A Snapshot is a full copy of all assets in Connect.
What is a Container?
A Container is a group of assets in Connect. It can contain all or only a portion of all Connect assets.
When Xactly Connect is set up efficiently it can help streamline your sales process and free up administrators time. If you currently have Xactly Connect and want to learn how to get more out of it, reaching out to our team is a great first step. We have years of Connect experience and can be the resource you have been looking for to create a solution fit for your company.
If you are looking into the benefits of Xactly Connect and aren’t sure if it’s the right fit for your business, Canidium can scope out how you can reach your goals using Xactly Connect.