Real-time
Two-way sync
Changes in Acumatica or Servicemax instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Acumatica to Servicemax integration — real-time, two-way sync
Keep Acumatica 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 Acumatica and Servicemax
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Acumatica.
The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Servicemax is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.
Stacksync syncs Products, Work Orders, Work Details, Installed Products in Servicemax with Invoices, Purchase Orders, Stock Items, Shipments in Acumatica bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.
Common use cases
- 01 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.
- 02 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 03 Sync vendor bills from AP automation tools into Acumatica for approval and payment.
- 04 Align Acumatica's built-in CRM opportunities and cases with an external sales or support platform.
Common sync patterns
Master data corrections travel
A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.
Where Servicemax faces customers and Acumatica carries account records
Order, invoice, or account status from Acumatica appears alongside the customer in Servicemax, so front-line teams answer from live data.
Where Servicemax collects payments: transactions post through
Payment events sync into Acumatica as they occur, keeping the enterprise records current without manual entry.
What you can sync between Acumatica 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.
| Acumatica objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Invoices AR and AP billing documents synced for payment tracking and CRM visibility. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Invoices is specific to Acumatica and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement documents exchanged with supplier-facing systems. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Purchase Orders is specific to Acumatica and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Stock Items Inventory master data with quantities shared with external sales channels. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Stock Items is specific to Acumatica and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Shipments Fulfillment documents read to update tracking in storefronts and CRMs. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Shipments is specific to Acumatica and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Payments Customer payment records reconciled against invoices from payment platforms. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Payments is specific to Acumatica and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Journal Transactions GL entries replicated into reporting databases. | 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. | Journal Transactions is specific to Acumatica and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Acumatica 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.
Acumatica Servicemax Sub-second propagation
DetectionAcumatica notifies Stacksync of record changes through webhook events. Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Acumatica 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 Acumatica through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- 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 Acumatica ⇄ Servicemax
Connect Acumatica and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Acumatica 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 Acumatica or Servicemax record.
Observability
Monitoring
Track your Acumatica ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Acumatica and Servicemax.
How the Acumatica and Servicemax connectors work
Acumatica
- Integration surface
- Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
- Authentication
- OAuth 2.0 or cookie-based session login with Acumatica credentials
- Change detection
- Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
- Capabilities
- read · write · webhooks
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 Acumatica 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.
- 01
Connect your apps
Authenticate Acumatica 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.
Acumatica
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Acumatica 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.
objects · Acumatica ⇄ ServicemaxCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Acumatica ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Acumatica and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Acumatica and Servicemax: authenticate both systems, choose the objects to sync (such as Acumatica's Invoices and Purchase Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Servicemax: Syncs consume the Salesforce org-wide daily API allocation shared by every integration; it varies by edition and license count. Acumatica: The contract-based REST API uses versioned endpoints with a defined entity contract, so integrations pin an endpoint version and remain stable across upgrades. Stacksync's field mapping accounts for these differences between Acumatica and Servicemax without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Acumatica and Servicemax records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Acumatica and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Acumatica–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Acumatica and Servicemax. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Acumatica: Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields. On Servicemax: Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 521 integrations available for Acumatica and Servicemax.
Popular · 6 of 521
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Acumatica ⇄ Microsoft 365 -
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