Skip to content
ERP ⇄ Business productivity

Cin7 to Servicemax integration — real-time, two-way sync

Keep Cin7 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

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
Why teams connect Cin7 and Servicemax

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Cin7.

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Credit notes / returns, Products, Inventory levels, Sales orders in Cin7 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 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
  • 02 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
  • 03 Consolidate stock movements from multiple branches into one reporting database.
  • 04 Publish Cin7 inventory levels to storefronts, marketplaces, and a CRM so every channel quotes real availability.

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 Cin7 carries account records

Order, invoice, or account status from Cin7 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 Cin7 as they occur, keeping the enterprise records current without manual entry.

What you can sync between Cin7 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.

Cin7 objects Servicemax objects How this pairing syncs
Products SKU records with options and pricing, synced with storefront and marketplace 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, matched to CRM records to keep account data consistent. 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.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. 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. Sales orders is specific to Cin7 and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Purchase orders Supplier orders synced with procurement and accounting workflows. 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. Purchase orders is specific to Cin7 and Work Details to Servicemax — each maps to any object or custom field on the other side.
Branches / locations Warehouse entities that scope every stock movement and order allocation. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Branches / locations is specific to Cin7 and Installed Products to Servicemax — each maps to any object or custom field on the other side.
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Stock adjustments and transfers is specific to Cin7 and Service Contracts to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Cin7 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.

Cin7 Servicemax Sub-second propagation

DetectionCin7 notifies Stacksync of record changes through webhook events. Polling on modified-date filters.

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

Servicemax Cin7 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 Cin7 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Cin7: Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core.
  • 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 Cin7 ⇄ Servicemax

Connect Cin7 and Servicemax for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Servicemax connection.

Real-time

Two-way sync

Changes in Cin7 or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 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 Cin7 or Servicemax record.

Observability

Monitoring

Track your Cin7 ⇄ Servicemax sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Servicemax.

How the Cin7 and Servicemax connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

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 Cin7 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 Cin7 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
    Cin7 connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 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 · Cin7 ⇄ 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
    Cin7 Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Cin7 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.

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

Related integrations

Every pair below is a real-time, two-way sync. Search all 505 integrations available for Cin7 and Servicemax.

Popular · 4 of 505
All Cin7 integrations All Servicemax integrations Browse all integrations
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