Data Introduction

Administrators can use the Data area to transfer data between Xactly Incent, Xactly Modeling, and Xactly Sandbox. Using the Data area, you can transfer a single item or multiple items depending on the scope of the change you are making.

Xactly Modeling enables you to create and use a secure model environment to analyze alternative compensation plans and organization structures. With Xactly Modeling, you can test drive plan changes risk free, making it easy and safe to design, implement, and adjust incentive programs whenever business demands it.

Xactly Sandbox provides a full copy of your Incent production data, from configurations to orders and results. With Xactly Sandbox, you can have the confidence to experiment with any aspect of your compensation system, while leaving your production environment unaffected.

What You Can Do

Using the Data area, you can export and import data, check the status of operations, and download export data to your local system.

You can complete the following tasks in the Data area:

• Export data
• Import data
• Check the status of data exports and imports
• Download status data to your local system and perform bulk data extracts to archive processed data

Access Control

To access the Data area, you must have the Data privilege with its underlying pages.

How to …

This section provides a high-level description of how to export and import data.

Export and Import Data

This section provides an overview of how to use the Data area to export and import data between Xactly Incent, Xactly Modeling and Xactly Sandbox.

Exporting and Importing Data

To export and import data, do the following:

1. Select the source module from which you want to export data.
   1. To export data from the Modeling module to Incent or Sandbox, select Modeling using the Xactly drop-down menu.
   2. To export data from Incent to the Modeling or Sandbox module, select Incent using the Xactly drop-down menu.
   3. To export data from the Sandbox module to Incent or Modeling, select Sandbox using the Xactly drop-down menu.
2. Select the data categories, and export the data to XML format files.
3. Check the status of the export operations, and download the data you want to import to XML-format files on your local system.
4. Select the target module to which you want to import the data.
   1. To import data from the Modeling module to Incent or Sandbox, select Modeling using the Xactly drop-down menu.
   2. To import data from Incent to the Modeling or Sandbox module, select Incent using the Xactly drop-down menu.
   3. To import data from the Sandbox module to Incent or Modeling, select Sandbox using the Xactly drop-down menu.
5. Select the XML-format files containing the data, and import the data to the selected module.

note: Xactly does not support the editing of an exported file before import.

Export and Import Data Options

This section lists the data that you can export and import between Xactly Incent, Xactly Modeling and Xactly Sandbox.

Category	Item
Setup	Business Groups	Preferences	Roles
	Users	Calendar	Exchange Rates
	Type Codes	Custom Fields
Organization	Titles	People	Hierarchy
	Relationship	Relationship Types
Company Data	Product	Customer	Geography
Plan Design	Quotas	Formulas	Rate Tables
	Rules Library	Plans