Real-time
Two-way sync
Changes in Brightpearl or Servicemax instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Brightpearl to Servicemax integration — real-time, two-way sync
Keep Brightpearl 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.
- 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
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Why teams connect Brightpearl and Servicemax
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Brightpearl.
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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Cases, Products, Work Orders, Work Details in Servicemax with Custom fields, Products, Sales orders, Purchase orders in Brightpearl 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 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 02 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 03 Land order and margin data in a warehouse for retail performance reporting.
- 04 Sync Brightpearl sales orders and fulfillment status with a CRM so sales and support see order state without switching tools.
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 Brightpearl carries account records
Order, invoice, or account status from Brightpearl 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 Brightpearl as they occur, keeping the enterprise records current without manual entry.
What you can sync between Brightpearl 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.
| Brightpearl objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Products SKU records with variants and price lists, synced with e-commerce and ERP catalogs. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Purchase orders Supplier orders synced with procurement or accounting systems. | 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. | Purchase orders is specific to Brightpearl and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. | 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. | Inventory and warehouses is specific to Brightpearl and Work Details to Servicemax — each maps to any object or custom field on the other side. | |
| Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Goods-out notes is specific to Brightpearl and Installed Products to Servicemax — each maps to any object or custom field on the other side. | |
| Invoices and payments Financial documents synced to accounting platforms for reconciliation. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Invoices and payments is specific to Brightpearl and Service Contracts to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Brightpearl 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.
Brightpearl Servicemax Sub-second propagation
DetectionBrightpearl notifies Stacksync of record changes through webhook events. Webhooks for object created/updated events, with resource search polling as a fallback.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Brightpearl 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 Brightpearl through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Brightpearl: Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints.
- 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 Brightpearl ⇄ Servicemax
Connect Brightpearl and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Brightpearl–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Brightpearl 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 Brightpearl or Servicemax record.
Observability
Monitoring
Track your Brightpearl ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Brightpearl and Servicemax.
How the Brightpearl and Servicemax connectors work
Brightpearl
- Integration surface
- REST API, organized into services (order, product, contact, warehouse, accounting)
- Authentication
- OAuth 2.0 (authorization code grant) for current apps; legacy private and public apps authenticate with app reference and account token headers
- Change detection
- Webhooks for object created/updated events, with resource search polling as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints
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 Brightpearl 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 Brightpearl 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.
Brightpearl
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Brightpearl 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 · Brightpearl ⇄ 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.
Brightpearl ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Brightpearl and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Brightpearl and Servicemax: authenticate both systems, choose the objects to sync (such as Brightpearl's Products and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Servicemax: Change Data Capture and Platform Events give near-real-time change feeds but must be enabled per object, and managed-package objects may need the vendor to expose them. Brightpearl: Brightpearl is part of Sage following its 2022 acquisition. Stacksync's field mapping accounts for these differences between Brightpearl 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 Brightpearl 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 Brightpearl and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Brightpearl–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Brightpearl 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 Brightpearl: Webhooks for object created/updated events, with resource search polling as a fallback. 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 512 integrations available for Brightpearl and Servicemax.
Popular · 8 of 512
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Brightpearl ⇄ Smartsheet -
Brightpearl ⇄ Sysaid -
Brightpearl ⇄ Wrike -
Brightpearl ⇄ Zendesk -
Servicemax ⇄ Plex ERP -
Servicemax ⇄ QAD ERP -
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Servicemax ⇄ Sage 100
No integrations match .
