Real-time
Two-way sync
Changes in Infor CRM or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Infor CRM to Servicemax integration — real-time, two-way sync
Keep Infor CRM 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 Infor CRM and Servicemax
Sync what happens in Servicemax with the customer records in Infor CRM, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Servicemax holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Service Contracts, Stock History, Accounts, Contacts in Servicemax to Leads, Opportunities, Tickets, Activities in Infor CRM with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 02 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.
- 03 Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
- 04 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
Common sync patterns
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Infor CRM, so revenue context lives with the relationship.
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Infor CRM sync into Servicemax, so people working there have the context without switching tools.
What you can sync between Infor CRM 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 CRM objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records matched against ERP customer masters in syncs. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Contacts Person records synced with marketing and support tools. | 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. | |
| Campaigns Marketing containers linked to leads and opportunities. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Campaigns is specific to Infor CRM and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Custom entities Deployment-specific objects added through the customizable entity model. | 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. | Custom entities is specific to Infor CRM and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Leads Unqualified records synced in from marketing sources. | 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. | Leads is specific to Infor CRM and Work Details to Servicemax — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records synced out for forecasting and reporting. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Opportunities is specific to Infor CRM and Installed Products to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM 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 CRM Servicemax Interval-based propagation
DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Infor CRM 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 CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
- 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 CRM ⇄ Servicemax
Connect Infor CRM and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor CRM–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor CRM 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 CRM or Servicemax record.
Observability
Monitoring
Track your Infor CRM ⇄ 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 CRM and Servicemax.
How the Infor CRM and Servicemax connectors work
Infor CRM
- Integration surface
- REST-style SData API over the CRM entity model
- Authentication
- User credentials; Infor OS-managed authentication in cloud deployments
- Change detection
- Polling on modified timestamps; no log-based CDC on the API surface
- Capabilities
- read · write
- Rate limits
- Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
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 CRM 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 Infor CRM 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.
Infor CRM
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor CRM 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 · Infor CRM ⇄ 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.
Infor CRM ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Infor CRM and Servicemax: authenticate both systems, choose the objects to sync (such as Infor CRM's Accounts and Contacts), 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 Infor CRM 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 Infor CRM and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor CRM–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Infor CRM 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 Infor CRM: Polling on modified timestamps; no log-based CDC on the API surface. 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 Servicemax side: Service Contracts, Stock History, Accounts, Contacts, plus custom fields where Servicemax exposes them. On the Infor CRM side: Leads, Opportunities, Tickets, Activities. 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 527 integrations available for Infor CRM and Servicemax.
Popular · 6 of 527
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Infor CRM ⇄ Braze -
Infor CRM ⇄ ConnectWise -
Servicemax ⇄ Kommo -
Servicemax ⇄ Kustomer -
Servicemax ⇄ Nimble -
Servicemax ⇄ Nutshell
No integrations match .
