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CRM ⇄ Business productivity

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

Keep Clari 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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Why teams connect Clari and Servicemax

Sync what happens in Servicemax with the customer records in Clari, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Servicemax holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Work Details, Installed Products, Service Contracts, Stock History in Servicemax to Quota, Opportunities, Activity (Capture), Account field extensions in Clari with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Clari, and CRM data flows the other way wherever Servicemax can store and use it.

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 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
  • 04 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.

Common sync patterns

Where Servicemax supplies contact or company data

Enriched fields land directly on records in Clari, and refreshes keep them from going stale.

Where Servicemax processes payments

Charges, refunds, and subscription changes appear on the account in Clari, so revenue context lives with the relationship.

Where Servicemax can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Clari sync into Servicemax, so people working there have the context without switching tools.

What you can sync between Clari 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.

Clari objects Servicemax objects How this pairing syncs
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Opportunity field extensions is specific to Clari and Products to Servicemax — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. 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. Audit Events is specific to Clari and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. 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. Forecast is specific to Clari and Work Details to Servicemax — each maps to any object or custom field on the other side.
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Quota is specific to Clari and Installed Products to Servicemax — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Opportunities is specific to Clari and Service Contracts to Servicemax — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Activity (Capture) is specific to Clari and Stock History to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Clari 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.

Clari Servicemax Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

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

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

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • 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 Clari ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari 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 Clari or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Clari and Servicemax connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

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

    Choose tables

    Pick the Clari 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 · Clari ⇄ 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
    Clari Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari 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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SOC 2 Type II
ISO 27001
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DPF US-EU-UK-CH
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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 427 integrations available for Clari and Servicemax.

Popular · 8 of 427
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