Real-time
Two-way sync
Changes in Chargebee or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ Business productivity
Chargebee to Servicemax integration — real-time, two-way sync
Keep Chargebee 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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Migrated from MuleSoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Chargebee and Servicemax
Connect the financial records in Chargebee with the work happening in Servicemax, so both stay current without exports or copy-paste.
Chargebee holds the financial truth: who the customers are, what they were billed, what they paid. Servicemax is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Items and item prices, Payment sources, Transactions, Coupons in Chargebee and Service Contracts, Stock History, Accounts, Contacts in Servicemax in sync, bi-directionally and in real time. Whatever records Servicemax keeps and whatever events it produces, the overlap with Chargebee is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
- 02 Write plan changes initiated in an internal admin tool back into Chargebee subscriptions.
- 03 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 04 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.
Common sync patterns
Where Servicemax is a docs or knowledge workspace: reference data kept fresh
Figures teams rely on, like customer status or outstanding balances, stay current wherever Servicemax surfaces them instead of going stale after a one-time paste.
Where Servicemax handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Chargebee next to the customer they are helping, without logging into the finance system.
Where Servicemax collects payments or triggers charges: events land in Chargebee
Payment and charge activity flows into Chargebee as it happens, so the books reflect reality without manual reconciliation.
What you can sync between Chargebee 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.
| Chargebee objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Customers Billing accounts matched to CRM accounts or users by email or external ID. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Customers is specific to Chargebee and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Subscriptions is specific to Chargebee and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Invoices Issued billing documents synced to accounting and revenue reporting. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Invoices is specific to Chargebee and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Credit notes is specific to Chargebee and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Items and item prices is specific to Chargebee and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. | 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. | Payment sources is specific to Chargebee and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Chargebee 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.
Chargebee Servicemax Sub-second propagation
DetectionChargebee notifies Stacksync of record changes through webhook events. Webhooks for all major object events, plus a pollable Events resource that records every change.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Chargebee 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 Chargebee through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Chargebee: Subject to plan-based API rate limits enforced per site.
- 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 Chargebee ⇄ Servicemax
Connect Chargebee and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Chargebee 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 Chargebee or Servicemax record.
Observability
Monitoring
Track your Chargebee ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Chargebee and Servicemax.
How the Chargebee and Servicemax connectors work
Chargebee
- Integration surface
- REST API
- Authentication
- API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
- Change detection
- Webhooks for all major object events, plus a pollable Events resource that records every change
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to plan-based API rate limits enforced per site
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 Chargebee 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 Chargebee 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.
Chargebee
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Chargebee 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 · Chargebee ⇄ 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.
Chargebee ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Chargebee and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Chargebee and Servicemax: authenticate both systems, choose the objects to sync (such as Chargebee's Customers and Subscriptions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Chargebee and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Chargebee–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Chargebee 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 Chargebee: Webhooks for all major object events, plus a pollable Events resource that records every change. 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.
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On the Chargebee side: Items and item prices, Payment sources, Transactions, Coupons, plus custom fields where Chargebee exposes them. On the Servicemax side: Service Contracts, Stock History, Accounts, Contacts. Stacksync auto-detects both schemas and converts types between the two systems.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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 494 integrations available for Chargebee and Servicemax.
Popular · 6 of 494
- Chargebee ⇄ ServiceNow
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Chargebee ⇄ Slack -
Servicemax ⇄ Recurly -
Servicemax ⇄ Rillet -
Servicemax ⇄ Workday -
Servicemax ⇄ Anaplan
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