Real-time
Two-way sync
Changes in NextGen Healthcare or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Business productivity
NextGen Healthcare to Servicemax integration — real-time, two-way sync
Keep NextGen Healthcare 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
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Why teams connect NextGen Healthcare and Servicemax
Stop re-entering the same information in NextGen Healthcare and Servicemax: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Medications & Allergies, Lab Results, Insurance / Coverage, Charges & Billing in NextGen Healthcare with Stock History, Accounts, Contacts, Cases in Servicemax in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Push appointment schedules to reminder and communication tools and write confirmations back.
- 02 Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
- 03 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.
- 04 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
Common sync patterns
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where Servicemax is where the team documents or plans: keep its data fed
Information that originates in NextGen Healthcare stays current in Servicemax instead of going stale after a one-time paste.
What you can sync between NextGen Healthcare 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.
| NextGen Healthcare objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Appointments is specific to NextGen Healthcare and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Encounters Visit records landed in analytics stores for utilization and quality reporting. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Encounters is specific to NextGen Healthcare and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Providers Clinician and location directories kept consistent across scheduling and web systems. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Providers is specific to NextGen Healthcare and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Clinical Documents Notes and attachments exchanged with referral and document-management workflows. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Clinical Documents is specific to NextGen Healthcare and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. | 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. | Medications & Allergies is specific to NextGen Healthcare and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Lab Results Result data read for patient-facing portals and analytics. | 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. | Lab Results is specific to NextGen Healthcare and Work Details to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between NextGen Healthcare 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.
NextGen Healthcare Servicemax Interval-based propagation
DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax NextGen Healthcare 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 NextGen Healthcare through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access agreements.
- 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 NextGen Healthcare ⇄ Servicemax
Connect NextGen Healthcare and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every NextGen Healthcare–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever NextGen Healthcare 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 NextGen Healthcare or Servicemax record.
Observability
Monitoring
Track your NextGen Healthcare ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between NextGen Healthcare and Servicemax.
How the NextGen Healthcare and Servicemax connectors work
NextGen Healthcare
- Integration surface
- REST API, including FHIR-based endpoints published through NextGen's developer API program
- Authentication
- OAuth 2.0
- Change detection
- Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits and healthcare data-access agreements.
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 NextGen Healthcare 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 NextGen Healthcare 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.
NextGen Healthcare
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the NextGen Healthcare 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 · NextGen Healthcare ⇄ 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.
NextGen Healthcare ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
NextGen Healthcare and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between NextGen Healthcare and Servicemax: authenticate both systems, choose the objects to sync (such as NextGen Healthcare's Appointments and Encounters), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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.
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Common patterns for NextGen Healthcare and Servicemax: Where both tools track people or companies: one consistent record; Where one tool produces events: mirror them in the other; Where Servicemax is where the team documents or plans: keep its data fed. Contact and company details corrected in either tool update the other, so nobody works from the old version.
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NextGen Healthcare: REST API, including FHIR-based endpoints published through NextGen's developer API program. Authentication: OAuth 2.0. Servicemax: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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NextGen Healthcare: The platform combines EHR and practice management, so both clinical data and scheduling/billing data are in integration scope. Servicemax: Custom SVMXC__ objects and fields must be visible and writable to the connecting Salesforce profile via field-level security and object permissions. Stacksync's field mapping accounts for these differences between NextGen Healthcare 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 NextGen Healthcare and Servicemax records are not retained after a sync operation.
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:
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