Real-time
Two-way sync
Changes in ConnectWise or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Business productivity
ConnectWise to Servicemax integration — real-time, two-way sync
Keep ConnectWise 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 ConnectWise and Servicemax
Stop re-entering the same information in ConnectWise and Servicemax: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Projects, Time Entries, Invoices, Configurations in ConnectWise with Service Contracts, Stock History, Accounts, Contacts in Servicemax in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
- 02 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
- 03 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 04 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
Common sync patterns
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where Servicemax is where the team documents or plans: keep its data fed
Information that originates in ConnectWise stays current in Servicemax instead of going stale after a one-time paste.
What you can sync between ConnectWise 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.
| ConnectWise objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Contacts People attached to companies, commonly synced against CRM contact records. | 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. | |
| Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Opportunities is specific to ConnectWise and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Agreements Recurring contracts and managed-service agreements used for billing reconciliation. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Agreements is specific to ConnectWise and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Projects Project and phase records synced for delivery tracking outside the PSA. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Projects is specific to ConnectWise and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Time Entries Logged technician time, often exported for payroll and invoicing checks. | 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. | Time Entries is specific to ConnectWise and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Invoices Billing records reconciled against accounting systems. | 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. | Invoices is specific to ConnectWise and Work Details to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between ConnectWise 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.
ConnectWise Servicemax Sub-second propagation
DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax ConnectWise 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 ConnectWise through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- ConnectWise: Subject to the platform's API rate limits per company and integration.
- 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 ConnectWise ⇄ Servicemax
Connect ConnectWise and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise 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 ConnectWise or Servicemax record.
Observability
Monitoring
Track your ConnectWise ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between ConnectWise and Servicemax.
How the ConnectWise and Servicemax connectors work
ConnectWise
- Integration surface
- REST API
- Authentication
- Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
- Change detection
- Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits per company and integration
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 ConnectWise 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 ConnectWise 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.
ConnectWise
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise 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 · ConnectWise ⇄ 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.
ConnectWise ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Servicemax: authenticate both systems, choose the objects to sync (such as ConnectWise's Contacts and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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ConnectWise: List endpoints support a conditions query parameter for server-side filtering on field values, which reduces sync payloads. Servicemax: ServiceMax Core runs as a managed package on Salesforce (SVMXC__ objects); Asset 360 is native on Salesforce Field Service, so all access goes through the Salesforce API. Stacksync's field mapping accounts for these differences between ConnectWise 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 ConnectWise 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 ConnectWise and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both ConnectWise 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 ConnectWise: Callbacks (webhooks) on record changes, supplemented by polling on last-updated 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 504 integrations available for ConnectWise and Servicemax.
Popular · 7 of 504
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ConnectWise ⇄ Slack -
ConnectWise ⇄ Agiloft -
ConnectWise ⇄ Gainsight -
Servicemax ⇄ Lemlist -
Servicemax ⇄ Lusha -
Servicemax ⇄ Microsoft 365 -
Servicemax ⇄ Microsoft Dynamics 365
No integrations match .
