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Database / Business productivity

InterSystems IRIS and ServiceMax integration

Plan how InterSystems IRIS and ServiceMax should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Your integration scope

Start with the update your team needs

Bring the source, destination, and record types. A Stacksync engineer will help establish the available implementation path.

Review the integration scope

Build the right connection

Turn your integration requirement into a clear implementation path

Explore a InterSystems IRIS and ServiceMax integration with a Stacksync engineer. Stacksync support for InterSystems IRIS and ServiceMax is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

01 / Business process

Start with one meaningful update

Identify the record that changes in InterSystems IRIS or ServiceMax, where it needs to appear, and which team depends on it.

02 / Data access

Establish the available connection

Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.

03 / Success criteria

Define a result you can verify

Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.

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

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Data and connection referencesAvailable documentation, candidate record relationships, and questions for your technical review.

Record coverage for your integration

Compare the record types in InterSystems IRIS and ServiceMax, then choose the ones your workflow needs. Check each record's read and write support before mapping fields between systems.

InterSystems IRIS

Record types to review with Stacksync

Object or data typeCoverage and checks
TablesConfirm support for this record type and the direction you need.
ViewsConfirm support for this record type and the direction you need.
SchemasConfirm support for this record type and the direction you need.
Persistent ClassesConfirm support for this record type and the direction you need.
View 2 more record types
Object or data typeCoverage and checks
GlobalsConfirm support for this record type and the direction you need.
NamespacesConfirm support for this record type and the direction you need.
Discuss InterSystems IRIS requirements

ServiceMax

Record types to review with Stacksync

Object or data typeCoverage and checks
Work OrdersConfirm support for this record type and the direction you need.
Work DetailsConfirm support for this record type and the direction you need.
Installed ProductsConfirm support for this record type and the direction you need.
Service ContractsConfirm support for this record type and the direction you need.
View 2 more record types
Object or data typeCoverage and checks
Stock HistoryConfirm support for this record type and the direction you need.
AccountsConfirm support for this record type and the direction you need.
Discuss ServiceMax requirements

Connection requirements and limits

InterSystems IRIS

Integration interface
SQL over JDBC/ODBC, plus object and REST access layers
Authentication
Confirm the credentials, API plan, and permissions required for InterSystems IRIS.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync

Limitations to check

  • Confirm Stacksync support for InterSystems IRIS and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

ServiceMax

Integration interface
Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
Authentication
Confirm the credentials, API plan, and permissions required for ServiceMax.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync

Limitations to check

  • Confirm Stacksync support for ServiceMax and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare your technical review

Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.

Implementation reference

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet

CSV · No email required · Record matching, ownership, and test cases

Reporting datasetProposed contact table in InterSystems IRIS (choose its name) Contacts

Plan a contact dataset while preserving its source meaning.

InterSystems IRIS
Your database schema
ServiceMax
Object support to establish

Record identity

Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.

Field ownership

Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

  • Source person ID
  • Display name
  • Email address
  • Organization reference
  • Consent state
Reporting datasetProposed product or catalog item table in InterSystems IRIS (choose its name) Installed Products

Plan a product or catalog item dataset while preserving its source meaning.

InterSystems IRIS
Your database schema
ServiceMax
Object support to establish

Record identity

Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.

Field ownership

Assign ownership for catalog content, price, and stock separately.

Fields to include

  • Source product ID
  • SKU or variant reference
  • Description
  • Unit of measure
  • Price-list reference
Reporting datasetProposed support case or ticket table in InterSystems IRIS (choose its name) Cases

Plan a support case or ticket dataset while preserving its source meaning.

InterSystems IRIS
Your database schema
ServiceMax
Object support to establish

Record identity

Retain the ticket ID and distinguish parent tickets, follow-ups, and merged cases.

Field ownership

Agree which queue controls status and assignee; keep private comments distinct from public replies.

Fields to include

  • Source ticket ID
  • Requester reference
  • Status
  • Priority
  • Assigned team
Reporting datasetProposed event or activity table in InterSystems IRIS (choose its name) Stock History

Plan a event or activity dataset while preserving its source meaning.

InterSystems IRIS
Your database schema
ServiceMax
Object support to establish

Record identity

Keep the source event ID, source system, occurrence time, and ingestion time. Use an explicit duplicate-detection key.

Field ownership

Decide whether the destination stores an immutable history or only a current-state summary.

Fields to include

  • Source event ID
  • Event type
  • Occurred-at time
  • Related record ID
  • Payload version

Architecture decision

Choose how to connect your systems

Choose a method around one example record and the update your business needs. Use Proposed contact table in InterSystems IRIS (choose its name) / Contacts to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your InterSystems IRIS and ServiceMax record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Proposed contact table in InterSystems IRIS (choose its name) / Contacts, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when InterSystems IRIS and ServiceMax need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time InterSystems IRIS / ServiceMax migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow reference

From a business event to the right update

Open a workflow to see its trigger, record relationships, and expected result.

Contact reporting workflow

Starting event: A change to the selected Proposed contact table in InterSystems IRIS (choose its name) or Contacts record needs a defined result in the other system.

  1. Start with InterSystems IRIS Proposed contact table in InterSystems IRIS (choose its name) and ServiceMax Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the organization relationship and any owner or consent references required by the destination.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Product or catalog item reporting workflow

Starting event: A change to the selected Proposed product or catalog item table in InterSystems IRIS (choose its name) or Installed Products record needs a defined result in the other system.

  1. Start with InterSystems IRIS Proposed product or catalog item table in InterSystems IRIS (choose its name) and ServiceMax Installed Products. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve units, variants, categories, and applicable price lists before order lines.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Support case or ticket reporting workflow

Starting event: A change to the selected Proposed support case or ticket table in InterSystems IRIS (choose its name) or Cases record needs a defined result in the other system.

  1. Start with InterSystems IRIS Proposed support case or ticket table in InterSystems IRIS (choose its name) and ServiceMax Cases. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve requester, organization, team, and status references before ticket updates.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a merged ticket, a private note, a reopened case, and an attachment with restricted access.

If it fails: Check whether a reply or notification was already sent before replaying ticket actions.

Define an explicit handoff between InterSystems IRIS and ServiceMax

Starting event: A business event involving a selected business dataset needs a defined response involving Installed Products or Stock History.

  1. Document what the source event means and which destination record or action should respond. A similar name does not establish a shared entity.
  2. Retain separate IDs and choose whether the destination is a report, a new work item, or a change to an existing record.
  3. Assign an approval owner and a duplicate-detection rule before running an action. Use a custom workflow only after its endpoint support is confirmed.

Expected result: An example input has an unambiguous destination and expected result; repeated delivery produces only the intended change.

If it fails: Resolve missing identity or ambiguous business meaning before retrying; route unsupported operations to the implementation owner.

Production readiness

Test the behavior your business depends on

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Proposed contact table in InterSystems IRIS (choose its name) / Contacts

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

The expected contact relationship is preserved with no duplicate action or unintended write.

Proposed product or catalog item table in InterSystems IRIS (choose its name) / Installed Products

Test case

Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Expected result

The expected product or catalog item relationship is preserved with no duplicate action or unintended write.

Proposed support case or ticket table in InterSystems IRIS (choose its name) / Cases

Test case

Test a merged ticket, a private note, a reopened case, and an attachment with restricted access.

Expected result

The expected support case or ticket relationship is preserved with no duplicate action or unintended write.

Proposed event or activity table in InterSystems IRIS (choose its name) / Stock History

Test case

Deliver the same event twice, then an older event after a newer one; verify duplicate and ordering behavior.

Expected result

The expected event or activity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failure recovery

Find the cause. Restore the data flow.

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated contact change

Investigate

Inspect InterSystems IRIS Proposed contact table in InterSystems IRIS (choose its name) and ServiceMax Contacts, their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Rejected or repeated product or catalog item change

Investigate

Inspect InterSystems IRIS Proposed product or catalog item table in InterSystems IRIS (choose its name) and ServiceMax Installed Products, their IDs, and the destination error.

Next action

Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Rejected or repeated support case or ticket change

Investigate

Inspect InterSystems IRIS Proposed support case or ticket table in InterSystems IRIS (choose its name) and ServiceMax Cases, their IDs, and the destination error.

Next action

Check whether a reply or notification was already sent before replaying ticket actions.

A record type or update is unavailable

Investigate

Check the InterSystems IRIS and ServiceMax connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

How updates move between InterSystems IRIS and ServiceMax

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

InterSystems IRIS ServiceMax Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in ServiceMax.

ServiceMax InterSystems IRIS Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in InterSystems IRIS.

Update timing and record limits

  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare InterSystems IRIS and ServiceMax access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

InterSystems IRIS setup checklist

  • Identify the InterSystems IRIS account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for InterSystems IRIS, including read/write support, authentication, and initial-load limits.

ServiceMax setup checklist

  • Identify the ServiceMax account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for ServiceMax, including read/write support, authentication, and initial-load limits.

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the InterSystems IRIS and ServiceMax planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

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FAQ

InterSystems IRIS and ServiceMax integration FAQ

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Related integrations

Review documented support, sync direction, and setup requirements on each pair page. Search all 472 integrations listed for InterSystems IRIS and ServiceMax.

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