ERP and CRM integrations

Run incentives on the systems you already have

incentX is an incentives and compensation platform that reads orders, invoices, shipments, and credits directly from your ERP, along with deal and opportunity data from your CRM.

Your ERP and CRM

Orders

Invoices

Shipments

Credits

incentX

One set of numbers

Calculations

Accruals

Payouts

ERP, CRM, and SSO integrations

Every incentX program runs from one spine: the ERP transactions your finance team already closes the books on. Calculations start from those records, so nobody re-keys a sale into another system or reconciles it afterward. If you do not see your ERP below, ask us.

Jump to

ERP

Each connector reads transaction lines directly from the ERP’s own tables or APIs. You don’t need middleware or a data warehouse in between.

Epicor Prophet 21

incentX calculates supplier rebates, customer rebates, and sales commissions from the orders and invoices in your Prophet 21 ERP.

Intuit QuickBooks Online

incentX calculates sales commissions and tracks chargebacks and billbacks from the invoices and sales records in QuickBooks Online.

Microsoft Dynamics 365

incentX runs commissions, rebates, royalties, and trade promotions on Dynamics 365 sales and invoice data across your legal entities and currencies.

Microsoft Dynamics Business Central

incentX calculates sales commissions and manages vendor chargebacks from the invoices and AP/AR lines in Microsoft Dynamics Business Central.

Oracle NetSuite

incentX calculates rebates and commissions from NetSuite sales orders and invoices, with tiers, eligibility, and exclusions set for each program.

Sage 300

incentX works out royalties and rebates from Sage 300 invoices and sales orders, then returns approved amounts to the GL.

Sage Intacct

incentX calculates rebate accruals and commissions from Sage Intacct invoices and can post approved amounts back as GL entries or AP/AR records.

SAP Business ByDesign

incentX runs rebates, commissions, and trade promotions on SAP Business ByDesign invoices and sales orders, and can post results back to ByDesign.

SAP Business One

incentX calculates commissions and rebates from SAP Business One invoices, sales orders, and credit memos, and can post approved payouts back.

SAP S/4HANA

Commissions, rebates, and chargebacks in incentX are calculated from SAP S/4HANA invoices and sales orders, with optional GL postings back to S/4HANA.

CRM

Plans that read from your deals, pipeline, and opportunity data.

HubSpot CRM

incentX runs commission plans on the deal, pipeline, and close data in HubSpot, so managers can see how each payout was earned.

Salesforce Sales Cloud

incentX pulls Salesforce opportunity and close data into commission plans and, with your ERP connected, calculates payouts from invoices.

Zoho CRM

Commission plans and other incentive programs in incentX run on the sales and customer records your team keeps in Zoho CRM.

Identity and SSO

Single sign-on and user provisioning for incentX.

Microsoft Entra ID

incentX uses Microsoft Entra ID for single sign-on and access control, so people sign in with the work accounts they already have.

Okta

incentX uses Okta for single sign-on and user provisioning, so IT manages incentX access from the same place as other work apps.

Don’t see your system?

We add connectors on request. Tell us what you run and we’ll tell you how incentX connects to it.

FAQs

Answers to what teams ask before connecting their ERP, CRM, or identity provider to incentX.

Which systems does incentX connect to?

ERP systems: Oracle NetSuite, SAP S/4HANA, SAP Business One, SAP Business ByDesign, Microsoft Dynamics 365, Microsoft Dynamics Business Central, Sage 300, Sage Intacct, Epicor Prophet 21, and Intuit QuickBooks Online. CRM systems: Salesforce Sales Cloud, HubSpot CRM, and Zoho CRM. Identity: Okta and Microsoft Entra ID.

What data does incentX read from my ERP?

incentX reads transactions: the sales orders, invoices, credit memos, purchase orders, and AP invoices your ERP already holds. A customer record on its own is not a transaction. Every payout incentX calculates points to the ERP records that produced it.

How often does incentX sync with my ERP?

Native connectors typically pick up ERP transactions in under five minutes through change-data-capture or webhooks. ERPs without event support get a batch sync that can run every 15 minutes. The sync is two-way, so calculated results can go back into your ERP, either as GL entries or as AP/AR records.

What if my ERP isn’t listed?

incentX can still take in transactions from an unlisted ERP through the open REST API, CSV or flat files, or SFTP. Our integration team maps the required fields with you during implementation. To request a pre-built connector for your ERP instead, contact our team.

Does incentX support single sign-on?

Yes. incentX supports single sign-on through Okta and Microsoft Entra ID (Azure AD), and Okta can also provision users, so IT manages access from one place. For your security review, incentX holds SOC 2 Type II certification and encrypts data with TLS 1.2+ in transit and AES-256 at rest.

How long does ERP integration take?

Most supported ERP connectors go live within a day after IT sets up read credentials or API keys and allowlists outbound connections. You then map fields, backfill history, and validate the data with a dedicated implementation engineer. Counting program setup and testing, a full implementation averages six weeks.

What is backfill data?

Backfill is historical data you bring in from before your incentX subscription started, most often to support growth-incentive or rebate calculations that need a prior-period comparison. It’s imported as statistical values rather than full transaction detail, and it doesn’t count against your transaction volume. Your subscription starts on the date you actually begin using incentX, regardless of how far back the backfilled data goes.