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Database ⇄ Business productivity

InterSystems IRIS to Servicemax integration — real-time, two-way sync

Keep InterSystems IRIS 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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  • 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 InterSystems IRIS and Servicemax

Mirror Servicemax's data into InterSystems IRIS so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Servicemax through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in InterSystems IRIS.

Stacksync mirrors Cases, Products, Work Orders, Work Details from Servicemax into Globals, Namespaces, Stored Procedures, Tables in InterSystems IRIS and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Servicemax, so the tool and the database never disagree.

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 Consolidate IRIS data with other databases in an analytics warehouse for cross-system reporting
  • 04 Keep reference data consistent between an IRIS-based clinical or financial application and downstream SaaS tools

Common sync patterns

React to changes as they happen

Updates in Servicemax arrive as row changes in InterSystems IRIS, so triggers, jobs, and services can respond in near real time.

One integration pattern for the whole stack

Every synced tool looks the same from the database, so each new integration is configuration, not a new codebase.

Read Servicemax with a query

Records from Servicemax are ordinary rows in InterSystems IRIS; join them, index them, and use them in application logic without touching the vendor API.

What you can sync between InterSystems IRIS 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.

InterSystems IRIS objects Servicemax objects How this pairing syncs
Views SQL views expose curated slices of data for outbound replication. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Views is specific to InterSystems IRIS and Stock History to Servicemax — each maps to any object or custom field on the other side.
Schemas Schema organization scopes which tables a sync connection can see. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Schemas is specific to InterSystems IRIS and Accounts to Servicemax — each maps to any object or custom field on the other side.
Persistent Classes Object-model classes project to tables, so class data is reachable through SQL. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Persistent Classes is specific to InterSystems IRIS and Contacts to Servicemax — each maps to any object or custom field on the other side.
Globals The underlying multidimensional storage; typically accessed indirectly via SQL or objects in syncs. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Globals is specific to InterSystems IRIS and Cases to Servicemax — each maps to any object or custom field on the other side.
Namespaces Namespaces partition databases and determine the connection context for integrations. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Namespaces is specific to InterSystems IRIS and Products to Servicemax — each maps to any object or custom field on the other side.
Stored Procedures Server-side logic callable over SQL supports controlled writes and transformations. 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. Stored Procedures is specific to InterSystems IRIS and Work Orders to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between InterSystems IRIS 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.

InterSystems IRIS Servicemax Interval-based propagation

DetectionStacksync polls InterSystems IRIS for changes on an incremental schedule, reading only records changed since the previous pass. Polling (timestamp or query-based).

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

Servicemax InterSystems IRIS 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 applied to InterSystems IRIS as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • InterSystems IRIS: Constrained by database resources rather than published API rate limits.
  • 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 InterSystems IRIS ⇄ Servicemax

Connect InterSystems IRIS and Servicemax for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever InterSystems IRIS 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 InterSystems IRIS or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between InterSystems IRIS and Servicemax.

How the InterSystems IRIS and Servicemax connectors work

InterSystems IRIS

Integration surface
SQL over JDBC/ODBC, plus object and REST access layers
Authentication
Database credentials
Change detection
Polling (timestamp or query-based); no standard webhook surface
Capabilities
read · write
Rate limits
Constrained by database resources rather than published API rate limits

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 InterSystems IRIS 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 InterSystems IRIS 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
    InterSystems IRIS connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the InterSystems IRIS 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 · InterSystems IRIS ⇄ 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
    InterSystems IRIS Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

InterSystems IRIS 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.

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 472 integrations available for InterSystems IRIS and Servicemax.

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