Skip to content
Business productivity

Connect Servicemax to any app with two-way sync.

Two-way sync Servicemax across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Object catalog

What Stacksync syncs in Servicemax.

These objects sync between Servicemax and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Servicemax exposes them.

Work Orders
SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close.
Work Details
SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage.
Installed Products
SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases.
Service Contracts
SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting.
Stock History
SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics.
Accounts
Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables.
Contacts
Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records.
Cases
Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases.
Products
Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details.
API surface

How Stacksync connects to Servicemax.

The connector runs on Servicemax's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
Authentication
Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
Change detection
Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
Rate limits
Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Supported
  • Webhooks Not available
What ships with Servicemax

Connect Servicemax for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Servicemax instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Servicemax data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Servicemax record.

Observability

Monitoring

Track your Servicemax sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Servicemax connector.

ServiceMax is the field service system of record for asset-centric industries — medical devices, industrial equipment, energy, and life sciences. It runs as a managed package on Salesforce and is owned by field-service operations leaders and Salesforce admins. The installed base, work orders, technician assignments, service contracts and entitlements, and spare-parts inventory all live here, making it the source other teams read from and write back to for scheduling, warranty, and billing.

  • Field Service Operations
  • Service and RevOps
  • Salesforce administrators
  • Data engineering
  • Service contract and entitlement managers

  1. Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.

  2. Push completed Work Orders and their parts and labor lines into an ERP such as NetSuite or SAP to trigger invoicing and revenue recognition.

  3. Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.

  4. Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.

  5. Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.

  6. Two-way sync of Work Orders (SVMXC__Service_Order__c) and Work Details with an operational Postgres database, so dispatch and analytics teams query field jobs in SQL while technicians keep working in ServiceMax and status flows back to the record.

All Servicemax integrations

Pick the system you need to keep in sync with Servicemax. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 45

ERP · 38

Database · 50

Data warehouse · 29

Business productivity · 39

Accounting and finance · 17

How it works

Set up Servicemax in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Servicemax with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Servicemax objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Servicemax
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Servicemax database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo

FAQ

Servicemax connector FAQ

What can I sync with the Servicemax connector?

Servicemax's core objects — Work Orders, Work Details, Installed Products, Service Contracts and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Servicemax?

Via Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform), authenticated with Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Changes are detected as follows — salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Servicemax connector two-way?

Yes. Changes made in Servicemax propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Servicemax integration take to set up?

Most Servicemax integrations go live in minutes: authenticate Servicemax and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Servicemax data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Servicemax data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own