Real-time
Two-way sync
Changes in Infor M3 or Servicemax instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Infor M3 to Servicemax integration — real-time, two-way sync
Keep Infor M3 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 Infor M3 and Servicemax
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Infor M3.
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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Contacts, Cases, Products, Work Orders in Servicemax with Inventory Balances, Invoices, Warehouses, Price Lists in Infor M3 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 Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains
- 04 Keep supplier and purchase order data aligned between M3 and procurement tools
Common sync patterns
Where Servicemax collects payments: transactions post through
Payment events sync into Infor M3 as they occur, keeping the enterprise records current without manual entry.
Where Infor M3 is the HR or people system of record
Worker and organization data from Infor M3 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 M3 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 M3 objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Inventory Balances On-hand quantities by warehouse drive available-to-promise in downstream channels. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Inventory Balances is specific to Infor M3 and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Invoices Billing documents flow to finance and CRM tools for AR visibility. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Invoices is specific to Infor M3 and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Warehouses Warehouse and facility records scope inventory and order data during mapping. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Warehouses is specific to Infor M3 and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Price Lists is specific to Infor M3 and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Items is specific to Infor M3 and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Customers Customer master records sync with CRM account records to keep one shared customer file. | 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 M3 and Work Orders to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Infor M3 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 M3 Servicemax Sub-second propagation
DetectionInfor M3 notifies Stacksync of record changes through webhook events. Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Infor M3 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 M3 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Infor M3: Subject to Infor ION API gateway throttling policies.
- 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 M3 ⇄ Servicemax
Connect Infor M3 and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor M3–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Infor M3 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 M3 or Servicemax record.
Observability
Monitoring
Track your Infor M3 ⇄ 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 M3 and Servicemax.
How the Infor M3 and Servicemax connectors work
Infor M3
- Integration surface
- REST API (M3 API programs exposed through the Infor ION API gateway)
- Authentication
- OAuth 2.0 via Infor OS / ION API authorization
- Change detection
- Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to Infor ION API gateway throttling policies
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 M3 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 M3 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 M3
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Infor M3 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 M3 ⇄ 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 M3 ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor M3 and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Infor M3 and Servicemax: authenticate both systems, choose the objects to sync (such as Infor M3's Inventory Balances and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Infor M3 and Servicemax: Where Servicemax collects payments: transactions post through; Where Infor M3 is the HR or people system of record; Master data corrections travel. Payment events sync into Infor M3 as they occur, keeping the enterprise records current without manual entry.
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Infor M3: REST API (M3 API programs exposed through the Infor ION API gateway). Authentication: OAuth 2.0 via Infor OS / ION API authorization. Servicemax: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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Servicemax: Change Data Capture and Platform Events give near-real-time change feeds but must be enabled per object, and managed-package objects may need the vendor to expose them. Infor M3: Most M3 records are scoped by a company, division, facility, and warehouse hierarchy, which integration mappings need to carry explicitly. Stacksync's field mapping accounts for these differences between Infor M3 and Servicemax without custom code.
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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 M3 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 M3 and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Infor M3–Servicemax integration in-house.
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
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Popular · 6 of 510
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No integrations match .
