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ERP ⇄ Business productivity

Odoo to Servicemax integration — real-time, two-way sync

Keep Odoo 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 Odoo and Servicemax

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Accounts, Contacts, Cases, Products in Servicemax with Inventory Transfers (stock.picking), Employees (hr.employee), Projects and Tasks (project.project / project.task), Contacts (res.partner) in Odoo 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 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 invoices and journal entries into a warehouse for consolidated financial reporting across entities.
  • 04 Keep product and price list data aligned between Odoo and storefronts or marketplaces.

Common sync patterns

Where Servicemax collects payments: transactions post through

Payment events sync into Odoo as they occur, keeping the enterprise records current without manual entry.

Where Odoo is the HR or people system of record

Worker and organization data from Odoo 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.

What you can sync between Odoo 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.

Odoo objects Servicemax objects How this pairing syncs
Products (product.template / product.product) Catalog and variant data distributed to storefronts and quoting tools. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Products (product.template / product.product) is specific to Odoo and Contacts to Servicemax — each maps to any object or custom field on the other side.
CRM Leads (crm.lead) Leads and opportunities synced with marketing and enrichment systems. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. CRM Leads (crm.lead) is specific to Odoo and Cases to Servicemax — each maps to any object or custom field on the other side.
Purchase Orders (purchase.order) Procurement documents shared with supplier-facing systems. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Purchase Orders (purchase.order) is specific to Odoo and Products to Servicemax — each maps to any object or custom field on the other side.
Inventory Transfers (stock.picking) Delivery and receipt operations synced for fulfillment visibility. 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. Inventory Transfers (stock.picking) is specific to Odoo and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Employees (hr.employee) HR records read for directory and provisioning syncs. 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. Employees (hr.employee) is specific to Odoo and Work Details to Servicemax — each maps to any object or custom field on the other side.
Projects and Tasks (project.project / project.task) Work items synced with external project tools. Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Projects and Tasks (project.project / project.task) is specific to Odoo and Installed Products to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Odoo 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.

Odoo Servicemax Sub-second propagation

DetectionOdoo notifies Stacksync of record changes through webhook events. Polling on the write_date timestamp every record carries.

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

Servicemax Odoo 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 Odoo through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Odoo: Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use 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 Odoo ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Odoo 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 Odoo or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Odoo and Servicemax connectors work

Odoo

Integration surface
XML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)
Authentication
Database user credentials or per-user API keys
Change detection
Polling on the write_date timestamp every record carries; recent versions can also send outbound webhooks from automation rules
Capabilities
read · write · webhooks
Rate limits
Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use 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 Odoo 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 Odoo 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
    Odoo connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Odoo 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.

Learn more about security
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ISO 27001
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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 525 integrations available for Odoo and Servicemax.

Popular · 7 of 525
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