Real-time
Two-way sync
Changes in Kustomer or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Kustomer to Servicemax integration — real-time, two-way sync
Keep Kustomer 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 Kustomer and Servicemax
Sync what happens in Servicemax with the customer records in Kustomer, 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 Customers, Conversations, Messages, Companies in Kustomer with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Kustomer, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 02 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 03 Mirror conversations and satisfaction data into a warehouse for support analytics and agent performance reporting
- 04 Keep customer attributes updated from billing systems so routing rules and SLAs reflect account value
Common sync patterns
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Kustomer, and refreshes keep them from going stale.
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Kustomer, so revenue context lives with the relationship.
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Kustomer sync into Servicemax, so people working there have the context without switching tools.
What you can sync between Kustomer 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.
| Kustomer objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. | 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 Kustomer and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Conversations Support threads across channels sync outward for analytics and CRM context. | 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. | Conversations is specific to Kustomer and Work Details to Servicemax — each maps to any object or custom field on the other side. | |
| Messages Individual messages within conversations support full-thread replication. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Messages is specific to Kustomer and Installed Products to Servicemax — each maps to any object or custom field on the other side. | |
| Companies Organization records group customers and map to CRM accounts. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Companies is specific to Kustomer and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Custom Objects (Klasses) is specific to Kustomer and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Users Agent records map conversation ownership to people in other systems. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Users is specific to Kustomer and Accounts to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Kustomer 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.
Kustomer Servicemax Sub-second propagation
DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Kustomer 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 Kustomer through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Kustomer: Subject to the platform's 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 Kustomer ⇄ Servicemax
Connect Kustomer and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Kustomer–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Kustomer 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 Kustomer or Servicemax record.
Observability
Monitoring
Track your Kustomer ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Kustomer and Servicemax.
How the Kustomer and Servicemax connectors work
Kustomer
- Integration surface
- REST API
- Authentication
- API key used as a bearer token, scoped by role
- Change detection
- Outbound webhooks on record events, plus polling for backfill
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's 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 Kustomer 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 Kustomer 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.
Kustomer
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Kustomer 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 · Kustomer ⇄ 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.
Kustomer ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Kustomer and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Kustomer and Servicemax: authenticate both systems, choose the objects to sync (such as Kustomer's Customers and Conversations), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Yes — Stacksync ships production-grade connectors for both Kustomer and Servicemax. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
-
Change detection on Kustomer: Outbound webhooks on record events, plus polling for backfill. 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.
-
On the Servicemax side: Service Contracts, Stock History, Accounts, Contacts, plus custom fields where Servicemax exposes them. On the Kustomer side: Customers, Conversations, Messages, Companies. Stacksync auto-detects both schemas and converts types between the two systems.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Kustomer and Servicemax: Where Servicemax supplies contact or company data; Where Servicemax processes payments; Where Servicemax can store CRM context: fields kept current. Enriched fields land directly on records in Kustomer, and refreshes keep them from going stale.
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 423 integrations available for Kustomer and Servicemax.
Popular · 6 of 423
-
Kustomer ⇄ Customer.io -
Kustomer ⇄ eClinicalWorks -
Kustomer ⇄ Google Sheets -
Servicemax ⇄ Folk CRM -
Servicemax ⇄ Freshsales -
Servicemax ⇄ Freshworks CRM
No integrations match .
