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ERP ⇄ Business productivity

Microsoft Dynamics GP to Servicemax integration — real-time, two-way sync

Keep Microsoft Dynamics GP 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 Microsoft Dynamics GP and Servicemax

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Microsoft Dynamics GP.

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Stock History, Accounts, Contacts, Cases in Servicemax with GL Accounts & Journal Entries, Receivables & Payables Transactions, Company Databases, Customers in Microsoft Dynamics GP 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 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.
  • 02 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
  • 03 Sync customers and invoices between GP and a CRM so sales sees balances and billing history.
  • 04 Push web or CRM orders into Sales Order Processing through eConnect instead of manual entry.

Common sync patterns

Where Microsoft Dynamics GP is the HR or people system of record

Worker and organization data from Microsoft Dynamics GP 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.

Where Servicemax faces customers and Microsoft Dynamics GP carries account records

Order, invoice, or account status from Microsoft Dynamics GP appears alongside the customer in Servicemax, so front-line teams answer from live data.

What you can sync between Microsoft Dynamics GP 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.

Microsoft Dynamics GP objects Servicemax objects How this pairing syncs
Purchase Orders (POP) Procurement documents reconciled with receiving and vendor systems. 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. Purchase Orders (POP) is specific to Microsoft Dynamics GP and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Inventory Items (IV) Item master and quantity data mirrored to ecommerce and planning systems. 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. Inventory Items (IV) is specific to Microsoft Dynamics GP and Work Details to Servicemax — each maps to any object or custom field on the other side.
GL Accounts & Journal Entries Financial ledger data replicated to warehouses for consolidated reporting. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. GL Accounts & Journal Entries is specific to Microsoft Dynamics GP and Installed Products to Servicemax — each maps to any object or custom field on the other side.
Receivables & Payables Transactions Open and historical AR/AP transactions read for cash and aging reporting. Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Receivables & Payables Transactions is specific to Microsoft Dynamics GP and Service Contracts to Servicemax — each maps to any object or custom field on the other side.
Company Databases Per-company SQL databases that define the scope of any sync. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Company Databases is specific to Microsoft Dynamics GP and Stock History to Servicemax — each maps to any object or custom field on the other side.
Customers Receivables master records (RM tables) synced with CRMs and billing tools. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Customers is specific to Microsoft Dynamics GP and Accounts to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics GP 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.

Microsoft Dynamics GP Servicemax Sub-second propagation

DetectionChanges in Microsoft Dynamics GP are captured at the source via change data capture — no polling loop against its API. SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps.

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

Servicemax Microsoft Dynamics GP 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 Microsoft Dynamics GP as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • 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 Microsoft Dynamics GP ⇄ Servicemax

Connect Microsoft Dynamics GP and Servicemax for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics GP–Servicemax connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics GP or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics GP 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 Microsoft Dynamics GP or Servicemax record.

Observability

Monitoring

Track your Microsoft Dynamics GP ⇄ Servicemax sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics GP and Servicemax.

How the Microsoft Dynamics GP and Servicemax connectors work

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC

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 Microsoft Dynamics GP 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 Microsoft Dynamics GP 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
    Microsoft Dynamics GP connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics GP 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 · Microsoft Dynamics GP ⇄ 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
    Microsoft Dynamics GP Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft Dynamics GP 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 510 integrations available for Microsoft Dynamics GP and Servicemax.

Popular · 6 of 510
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