Skip to content
ERP ⇄ Business productivity

Infor CloudSuite to Servicemax integration — real-time, two-way sync

Keep Infor CloudSuite 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Infor CloudSuite and Servicemax

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Work Orders, Work Details, Installed Products, Service Contracts in Servicemax with Suppliers / vendors, Sales orders, Purchase orders, Invoices in Infor CloudSuite 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 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 Replicate ERP data into a warehouse for reporting without building custom ION integrations.
  • 04 Keep supplier and purchase order data aligned with procurement and AP automation tools.

Common sync patterns

Where Servicemax collects payments: transactions post through

Payment events sync into Infor CloudSuite as they occur, keeping the enterprise records current without manual entry.

Where Infor CloudSuite is the HR or people system of record

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

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

What you can sync between Infor CloudSuite 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.

Infor CloudSuite objects Servicemax objects How this pairing syncs
Inventory balances On-hand quantities exposed so external channels quote against real stock. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Inventory balances is specific to Infor CloudSuite and Contacts to Servicemax — each maps to any object or custom field on the other side.
GL journal entries Financial postings replicated for consolidated reporting. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. GL journal entries is specific to Infor CloudSuite and Cases to Servicemax — each maps to any object or custom field on the other side.
Items Product and material masters synced to commerce, CRM, and planning tools. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Items is specific to Infor CloudSuite and Products to Servicemax — each maps to any object or custom field on the other side.
Customers Account masters matched against CRM records in two-way syncs. 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. Customers is specific to Infor CloudSuite and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Suppliers / vendors Procurement counterparties synced with sourcing and AP tools. 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. Suppliers / vendors is specific to Infor CloudSuite and Work Details to Servicemax — each maps to any object or custom field on the other side.
Sales orders Demand-side documents synced in from commerce channels and out for fulfillment visibility. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Sales orders is specific to Infor CloudSuite and Installed Products to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Infor CloudSuite 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.

Infor CloudSuite Servicemax Interval-based propagation

DetectionStacksync polls Infor CloudSuite for changes on an incremental schedule, reading only records changed since the previous pass. Event-style BOD publications through Infor ION where configured.

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

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

Rate-limit considerations

  • Infor CloudSuite: Subject to the ION API gateway's rate limiting policies for the tenant.
  • 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 Infor CloudSuite ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CloudSuite 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 Infor CloudSuite or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Infor CloudSuite and Servicemax connectors work

Infor CloudSuite

Integration surface
REST APIs exposed through the Infor ION API gateway; integration payloads are standardized as Business Object Documents (BODs)
Authentication
OAuth 2.0 via Infor OS / ION API credentials
Change detection
Event-style BOD publications through Infor ION where configured; otherwise polling
Capabilities
read · write
Rate limits
Subject to the ION API gateway's rate limiting policies for the tenant.

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

    Choose tables

    Pick the Infor CloudSuite 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 · Infor CloudSuite ⇄ 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
    Infor CloudSuite Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Infor CloudSuite 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 410 integrations available for Infor CloudSuite and Servicemax.

Popular · 8 of 410
All Infor CloudSuite integrations All Servicemax integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own