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

Keep eClinicalWorks 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect eClinicalWorks and Servicemax

Stop re-entering the same information in eClinicalWorks 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 Diagnostic reports, Patients, Appointments, Encounters in eClinicalWorks 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 Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
  • 02 Sync patient demographics and appointments into a CRM so patient outreach and intake teams work from current data.
  • 03 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.
  • 04 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.

Common sync patterns

Where Servicemax is where the team documents or plans: keep its data fed

Information that originates in eClinicalWorks stays current in Servicemax instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

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.

What you can sync between eClinicalWorks 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.

eClinicalWorks objects Servicemax objects How this pairing syncs
Practitioners Provider records used to keep directories and scheduling systems consistent. 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. Practitioners is specific to eClinicalWorks and Work Details to Servicemax — each maps to any object or custom field on the other side.
Observations Labs and vitals, delivered via FHIR resources or HL7 ORU result messages. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Observations is specific to eClinicalWorks and Installed Products to Servicemax — each maps to any object or custom field on the other side.
Medications Prescription and medication-list data within the patient record. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Medications is specific to eClinicalWorks and Service Contracts to Servicemax — each maps to any object or custom field on the other side.
Allergies Allergy and intolerance entries in the clinical record. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Allergies is specific to eClinicalWorks and Stock History to Servicemax — each maps to any object or custom field on the other side.
Immunizations Vaccination history exposed for registries and patient apps. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Immunizations is specific to eClinicalWorks and Accounts to Servicemax — each maps to any object or custom field on the other side.
Documents Clinical notes and attachments referenced from the chart. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Documents is specific to eClinicalWorks and Contacts to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between eClinicalWorks 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.

eClinicalWorks Servicemax Interval-based propagation

DetectionStacksync polls eClinicalWorks for changes on an incremental schedule, reading only records changed since the previous pass. HL7 interface feeds push event messages as they occur.

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

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

Rate-limit considerations

  • eClinicalWorks: Subject to the platform's API rate limits and interface throughput agreements.
  • 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 eClinicalWorks ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever eClinicalWorks 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 eClinicalWorks or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

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

How the eClinicalWorks and Servicemax connectors work

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements

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

    Choose tables

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

eClinicalWorks 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 444 integrations available for eClinicalWorks and Servicemax.

Popular · 8 of 444
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