Real-time
Two-way sync
Changes in Gainsight or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Gainsight to Servicemax integration — real-time, two-way sync
Keep Gainsight 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 Gainsight and Servicemax
Stop re-entering the same information in Gainsight 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 Task and Playbook, Custom Objects, Company, Person (People) in Gainsight with Work Orders, Work Details, Installed Products, Service Contracts 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 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
- 02 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
- 03 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 04 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
Common sync patterns
Where Servicemax is where the team documents or plans: keep its data fed
Information that originates in Gainsight 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 Gainsight 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.
| Gainsight objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Company is specific to Gainsight and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Person (People) Contacts associated to companies through the Company Person junction; synced two-way with CRM contacts and warehouse person records. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Person (People) is specific to Gainsight and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Relationship Sub-units within a company for multi-product or multi-team accounts; synced so each maps to the right contract in billing or an ERP. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Relationship is specific to Gainsight and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | CTA (Call to Action) is specific to Gainsight and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Scorecard Fact is specific to Gainsight and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. | 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. | Timeline Activity is specific to Gainsight and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Gainsight 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.
Gainsight Servicemax Interval-based propagation
DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Gainsight 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 Gainsight through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
- 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 Gainsight ⇄ Servicemax
Connect Gainsight and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gainsight–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gainsight 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 Gainsight or Servicemax record.
Observability
Monitoring
Track your Gainsight ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Gainsight and Servicemax.
How the Gainsight and Servicemax connectors work
Gainsight
- Integration surface
- REST APIs (per-object) and asynchronous Bulk REST API
- Authentication
- API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
- Change detection
- Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
- Capabilities
- read · write
- Rate limits
- Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
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 Gainsight 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 Gainsight 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.
Gainsight
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gainsight 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 · Gainsight ⇄ 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.
Gainsight ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gainsight and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Gainsight and Servicemax: authenticate both systems, choose the objects to sync (such as Gainsight's Company and Person (People)), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Gainsight 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 Gainsight and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Gainsight–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Gainsight 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 Gainsight: Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint. 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.
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On the Gainsight side: Task and Playbook, Custom Objects, Company, Person (People), plus custom fields where Gainsight exposes them. On the Servicemax side: Work Orders, Work Details, Installed Products, Service Contracts. Stacksync auto-detects both schemas and converts types between the two systems.
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 516 integrations available for Gainsight and Servicemax.
Popular · 7 of 516
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Gainsight ⇄ SendGrid -
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Servicemax ⇄ Customer.io -
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Servicemax ⇄ Full Enrich
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