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ERP ⇄ Business productivity

DEAR Inventory to Servicemax integration — real-time, two-way sync

Keep DEAR Inventory 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 DEAR Inventory and Servicemax

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Service Contracts, Stock History, Accounts, Contacts in Servicemax with Stock adjustments and transfers, Assemblies / Production, Locations, Products in DEAR Inventory 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 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.
  • 02 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
  • 03 Sync stock levels and product data to e-commerce storefronts and a CRM so sales quotes reflect real availability.
  • 04 Push sale orders from a storefront or CRM into DEAR for fulfillment without manual re-entry.

Common sync patterns

Where Servicemax faces customers and DEAR Inventory carries account records

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

Where DEAR Inventory is the HR or people system of record

Worker and organization data from DEAR Inventory stays current in Servicemax, so the tools people use daily reflect the org as it actually is.

What you can sync between DEAR Inventory 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.

DEAR Inventory objects Servicemax objects How this pairing syncs
Products SKU records with pricing, suppliers, and bill-of-material links; the master data most syncs start from. 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.
Assemblies / Production Bill-of-material and production records for light manufacturing workflows. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Assemblies / Production is specific to DEAR Inventory and Cases to Servicemax — each maps to any object or custom field on the other side.
Locations Warehouses and bins that scope stock levels and fulfillment. 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. Locations is specific to DEAR Inventory and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Stock levels Per-location availability derived from inventory transactions; read-heavy in storefront syncs. 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. Stock levels is specific to DEAR Inventory and Work Details to Servicemax — each maps to any object or custom field on the other side.
Sale orders Customer orders through their pick/pack/ship lifecycle; synced with storefronts and CRMs. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Sale orders is specific to DEAR Inventory and Installed Products to Servicemax — each maps to any object or custom field on the other side.
Purchase orders Supplier orders and receiving records synced with accounting and planning tools. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Purchase orders is specific to DEAR Inventory and Service Contracts to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between DEAR Inventory 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.

DEAR Inventory Servicemax Sub-second propagation

DetectionDEAR Inventory notifies Stacksync of record changes through webhook events. Polling with modified-since filters.

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

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

Rate-limit considerations

  • DEAR Inventory: Subject to the platform's per-account API rate limits.
  • 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 DEAR Inventory ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DEAR Inventory 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 DEAR Inventory or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

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

How the DEAR Inventory and Servicemax connectors work

DEAR Inventory

Integration surface
REST API
Authentication
Account ID plus application key sent as request headers
Change detection
Polling with modified-since filters; webhook notifications for sale and purchase events are available on subscriptions that include the Automation module
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-account API rate limits

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

    Choose tables

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

DEAR Inventory 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.

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 413 integrations available for DEAR Inventory and Servicemax.

Popular · 5 of 413
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