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Security and identity ⇄ Business productivity

Active Directory to Servicemax integration — real-time, two-way sync

Keep Active Directory and Servicemax in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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

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Why teams connect Active Directory and Servicemax

Keep the users, groups, and profile details that Servicemax and Active Directory share consistent in real time, so who can work in Servicemax always matches who your directory in Active Directory says belongs there.

Active Directory is where a company records who its people are: their accounts, the groups and roles they hold, and the attributes attached to each one. Servicemax is where a slice of those same people do their work, as agents, members, or seats, and every one of them needs a matching account with the right access. When a directory and a productivity tool are maintained by hand, someone added, moved, or offboarded in one becomes a stale entry in the other within the hour.

Stacksync syncs Cases, Products, Work Orders, Work Details in Servicemax with Users, Groups, Group memberships, Devices in Active Directory bi-directionally and in real time. A user created, renamed, moved between groups, or deactivated in either system updates the matching record in the other within seconds, with field-level mapping and conflict resolution in place of CSV uploads and nightly IT batch jobs.

That matters most at the edges of employment. When both systems agree on who has an account, which groups they belong to, and whether they are still active, granting access on day one and revoking it on the last day stops being a manual checklist that trails the directory.

Common use cases

  • 01 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
  • 02 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.
  • 03 Read Users, Groups, and directoryRole assignments into a warehouse for periodic access reviews and SOC 2 audit evidence.
  • 04 Keep security-group memberships aligned with application entitlement tables so access reflects the right teams as they change.

Common sync patterns

Keep profile attributes current

A person's name, email, department, manager, or phone number corrected in either system updates the other, so the productivity tool shows the same details the directory holds of record.

Mirror group and role membership

Moving a user between groups or roles in Active Directory updates their team, permission set, or seat in Servicemax, so what someone can do reflects where they sit in the directory.

One record per person

People matched across both systems on email or an external ID stay linked, so every account and action in Servicemax ties back to the right identity in Active Directory.

What you can sync between Active Directory and Servicemax

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Active Directory objects Servicemax objects How this pairing syncs
Organizational units On-prem AD DS containers (LDAP organizationalUnit) used to scope which users and groups a sync includes. 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. Organizational units is specific to Active Directory and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Organizational contacts Directory contact objects (orgContact); synced for shared address-book and CRM person records. 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. Organizational contacts is specific to Active Directory and Work Details to Servicemax — each maps to any object or custom field on the other side.
Users User accounts in Entra ID and on-prem AD DS; synced two-way to create, update attributes, and enable or disable accounts. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Users is specific to Active Directory and Installed Products to Servicemax — each maps to any object or custom field on the other side.
Groups Security and Microsoft 365 groups; synced two-way including name, type, and owner, with membership tracked separately. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Groups is specific to Active Directory and Service Contracts to Servicemax — each maps to any object or custom field on the other side.
Group memberships Member and owner links between users and groups; membership add/remove changes are surfaced by delta query. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Group memberships is specific to Active Directory and Stock History to Servicemax — each maps to any object or custom field on the other side.
Devices Registered and joined device objects; typically read into a database for inventory and compliance reporting. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Devices is specific to Active Directory and Accounts to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Active Directory and Servicemax

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Active Directory Servicemax Sub-second propagation

DetectionActive Directory notifies Stacksync of record changes through webhook events. Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers.

DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.

Servicemax Active Directory Sub-second propagation

DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.

DeliveryEach detected change is written to Active Directory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Active Directory: Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.
  • Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Active Directory ⇄ Servicemax

Connect Active Directory and Servicemax for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Active Directory or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Active Directory or 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 Active Directory or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Active Directory and Servicemax.

How the Active Directory and Servicemax connectors work

Active Directory

Integration surface
Microsoft Graph REST API (Entra ID / cloud) and LDAP/LDAPS (on-premises AD DS)
Authentication
OAuth 2.0 via the Microsoft identity platform — an app registration with application or delegated permissions (e.g. User.ReadWrite.All, Group.ReadWrite.All) and admin consent; on-prem AD DS uses a bound service account over LDAPS.
Change detection
Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers; on-prem AD DS uses the DirSync control and uSNChanged polling.
Capabilities
read · write · webhooks
Rate limits
Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.

Servicemax

Integration surface
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
Capabilities
read · write · CDC
Rate limits
Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works

How to connect Active Directory to Servicemax — three steps, no code

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 Active Directory and Servicemax with each platform's 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
    Active Directory connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Active Directory and Servicemax objects to sync — Stacksync auto-detects both schemas, 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 · Active Directory ⇄ 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
    Active Directory Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Active Directory and Servicemax integration FAQ

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.

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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

Related integrations

Every pair below is a real-time, two-way sync. Search all 509 integrations available for Active Directory and Servicemax.

Popular · 8 of 509
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