Real-time
Two-way sync
Changes in Microsoft Graph or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Developer tools ⇄ Business productivity
Microsoft Graph to Servicemax integration — real-time, two-way sync
Keep Microsoft Graph 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Microsoft Graph and Servicemax
Connect the tickets, records, and events in Servicemax to the systems engineering runs in Microsoft Graph, kept current in real time and in both directions.
Servicemax is where customer-facing and operational work happens: the tickets, conversations, contacts, and records a team touches every day. Microsoft Graph is where engineering runs the systems behind that work — the issue trackers, message brokers, directories, and monitors that keep services moving. The same items, people, and events matter to both, and when the only link between them is a manual hand-off or an overnight export, each side acts on a stale copy of what the other already knows.
Stacksync syncs Cases, Products, Work Orders, Work Details in Servicemax with Planner tasks, Users, Groups and memberships, Mail messages (Outlook) in Microsoft Graph field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync maps the overlap, resolves conflicts by rules you set, and keeps every copy current, with no middleware to build and no API limits to babysit.
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 Sync Planner tasks two-way with a project or ticketing database so task status, assignments, and due dates stay consistent.
- 04 Two-way sync Users and Groups between Microsoft Entra ID and an HRIS or Postgres so joiners, movers, and leavers provision and deprovision accounts and group memberships automatically.
Common sync patterns
Where Microsoft Graph is the directory or identity source: one set of users
People and accounts in Servicemax stay matched to the users in Microsoft Graph, so access, provisioning, and org changes propagate instead of being keyed in twice.
Where Microsoft Graph watches operations: live volumes for visibility
Open items, throughput, and error counts from Servicemax replicate into Microsoft Graph, so the operational view reflects what is actually happening in the business.
One shared record across both systems
Where both systems keep records for the same contacts, items, or users, a correction in either updates the other, ending dual maintenance and keeping IDs aligned for every other flow.
What you can sync between Microsoft Graph 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 Graph objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Personal Outlook contacts via /users/{id}/contacts; full create, read, update, delete, synced two-way with CRM person records. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Drive items (OneDrive & SharePoint) Files and folders via /drives and /me/drive; read and write items, upload and download content, and read per-item metadata. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Drive items (OneDrive & SharePoint) is specific to Microsoft Graph and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Teams messages and chats Channel messages and chats via /teams/{id}/channels and /chats; read message history and post new messages for alerts and archiving. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Teams messages and chats is specific to Microsoft Graph and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Planner tasks Plans, buckets, and tasks via /planner; read and write task status, assignments, and due dates to keep project state in sync. | 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. | Planner tasks is specific to Microsoft Graph and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Users Entra ID user accounts read and written via /users; create, update profile attributes, and enable or disable accounts with User.ReadWrite.All. | 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. | Users is specific to Microsoft Graph and Work Details to Servicemax — each maps to any object or custom field on the other side. | |
| Groups and memberships Microsoft 365 and security groups via /groups; read and write name, owners, and add/remove members, with membership deltas surfaced by delta query. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Groups and memberships is specific to Microsoft Graph and Installed Products to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Graph 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 Graph Servicemax Sub-second propagation
DetectionMicrosoft Graph notifies Stacksync of record changes through webhook events. Delta query (change tracking) returns created, updated, and deleted items since the last deltaLink for users, groups, mail, events, contacts, and.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Microsoft Graph 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 Microsoft Graph through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Microsoft Graph: Throttled per app and per tenant, returning HTTP 429 with a Retry-After header; limits vary by service — the Outlook mail service allows about 10,000 requests per 10 minutes per app per mailbox with up to 4 concurrent requests, and delta and subscription tokens expire and must be renewed.
- 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 Graph ⇄ Servicemax
Connect Microsoft Graph and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Graph–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Graph 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 Graph or Servicemax record.
Observability
Monitoring
Track your Microsoft Graph ⇄ 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 Graph and Servicemax.
How the Microsoft Graph and Servicemax connectors work
Microsoft Graph
- Integration surface
- Microsoft Graph unified REST API (v1.0 and beta) at graph.microsoft.com, spanning Microsoft 365 services — Entra ID, Outlook mail and calendar, OneDrive and SharePoint, Teams, and Planner; supports JSON $batch (up to 20 requests per call).
- Authentication
- OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Mail.ReadWrite, Calendars.ReadWrite, Files.ReadWrite.All, User.ReadWrite.All, and Group.ReadWrite.All; application permissions require tenant admin consent.
- Change detection
- Delta query (change tracking) returns created, updated, and deleted items since the last deltaLink for users, groups, mail, events, contacts, and driveItems; change-notification subscriptions (webhooks) POST near-real-time notifications to a notification URL and must be renewed before they expire.
- Capabilities
- read · write · webhooks
- Rate limits
- Throttled per app and per tenant, returning HTTP 429 with a Retry-After header; limits vary by service — the Outlook mail service allows about 10,000 requests per 10 minutes per app per mailbox with up to 4 concurrent requests, and delta and subscription tokens expire and must be renewed.
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 Graph 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 Microsoft Graph 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.
Microsoft Graph
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Graph 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 · Microsoft Graph ⇄ 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.
Microsoft Graph ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Graph and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Graph and Servicemax: authenticate both systems, choose the objects to sync (such as Microsoft Graph's Contacts and Drive items (OneDrive & SharePoint)), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Servicemax: Polling orders incremental changes by each object's SystemModstamp or LastModifiedDate; objects without a modified timestamp or API write access cannot sync incrementally. Microsoft Graph: Delta query provides incremental change tracking (created, updated, and deleted since the last deltaLink) for users, groups, messages, events, contacts, and driveItems, but delta tokens expire — about 7 days for directory objects — and then require a full re-read. Stacksync's field mapping accounts for these differences between Microsoft Graph 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 Microsoft Graph 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 Microsoft Graph and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Graph–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft Graph and Servicemax. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft Graph: Delta query (change tracking) returns created, updated, and deleted items since the last deltaLink for users, groups, mail, events, contacts, and driveItems; change-notification subscriptions (webhooks) POST near-real-time notifications to a notification URL and must be renewed before they expire. 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.
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
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 323 integrations available for Microsoft Graph and Servicemax.
Popular · 8 of 323
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Microsoft Graph ⇄ GitHub -
Microsoft Graph ⇄ Atlassian -
Microsoft Graph ⇄ Braze -
Microsoft Graph ⇄ ConnectWise -
Servicemax ⇄ Rabbitmq -
Servicemax ⇄ Azure Service Bus -
Servicemax ⇄ Datadog -
Servicemax ⇄ Google Pubsub
No integrations match .
