Real-time
Two-way sync
Changes in Paylocity or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Human resources ⇄ Business productivity
Paylocity to Servicemax integration — real-time, two-way sync
Keep Paylocity 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 Paylocity and Servicemax
Keep the people, teams, and status that Servicemax and Paylocity share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.
Each tool in Servicemax keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Paylocity is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.
Stacksync syncs Work Details, Installed Products, Service Contracts, Stock History in Servicemax with Pay Statements, Company Codes, Custom Fields, Employees in Paylocity bi-directionally and in real time. A person added, moved, or offboarded in Paylocity creates or updates the matching user in Servicemax within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where Servicemax captures details of its own, such as a corrected contact or a login identity, those can flow back to Paylocity in whichever direction you configure.
Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.
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 Two-way sync of Employees between Paylocity and an HRIS or identity provider so new hires, terminations, and demographic edits flow both directions.
- 04 Push hired candidates from an ATS into Paylocity via the Onboarding endpoint, then read Onboarding Status to confirm the record before the first payroll run.
Common sync patterns
Offboarding: no standing access after a departure
When someone is marked as leaving in Paylocity, the matching account in Servicemax is deactivated or flagged, so departures do not leave open access behind.
One employee directory
A person's name, title, contact details, or status corrected in either system updates the other, so both sides stop maintaining separate copies of the same person.
Org and team structure kept current
Department, team, and reporting-line changes from Paylocity keep the groups, queues, or projects in Servicemax assigned to the right people.
What you can sync between Paylocity 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.
| Paylocity objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Pay Statements Read-only detailed payroll statement data — earnings, deductions, taxes, and direct deposit allocations by year, check date, or date range. Pulled for reporting, never written. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Pay Statements is specific to Paylocity and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Company Codes is specific to Paylocity and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Custom Fields is specific to Paylocity and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Employees Core HR record keyed by companyId + employeeId; two-way via Create New Employee (POST) and Update Employee (PATCH), plus Get Employee / Get All Employees for reads. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Employees is specific to Paylocity and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Onboarding Create Employee Onboarding pushes new-hire data into Paylocity's onboarding workflow; Get Onboarding Status reads back partner onboarding progress. Write-in for hires from an ATS. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Onboarding is specific to Paylocity and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Deductions (Pay Setup) Recurring deduction codes at the employee level; two-way via Upsert Deduction and Delete, with Get Deduction / Get All Deductions for reads. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Deductions (Pay Setup) is specific to Paylocity and Products to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Paylocity 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.
Paylocity Servicemax Sub-second propagation
DetectionPaylocity notifies Stacksync of record changes through webhook events. Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Paylocity 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 Paylocity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Paylocity: 25 requests per second (1,500 per minute); exceeding it returns HTTP 429. Every path is scoped to a Paylocity-assigned companyId (a company code, not a UUID).
- 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 Paylocity ⇄ Servicemax
Connect Paylocity and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Paylocity–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Paylocity 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 Paylocity or Servicemax record.
Observability
Monitoring
Track your Paylocity ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Paylocity and Servicemax.
How the Paylocity and Servicemax connectors work
Paylocity
- Integration surface
- REST API (v1 and v2), JSON payloads
- Authentication
- OAuth 2.0 client credentials via the Paylocity Identity Provider (/IdentityServer/connect/token) with the WebLinkAPI scope; access tokens expire after one hour and API access must be enabled by Paylocity for the company
- Change detection
- Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL; payloads carry only companyId and employeeId, so the receiver calls the relevant API to fetch changed values. Scheduled polling is used for objects without webhooks.
- Capabilities
- read · write · webhooks
- Rate limits
- 25 requests per second (1,500 per minute); exceeding it returns HTTP 429. Every path is scoped to a Paylocity-assigned companyId (a company code, not a UUID).
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 Paylocity 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 Paylocity 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.
Paylocity
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Paylocity 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 · Paylocity ⇄ 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.
Paylocity ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Paylocity and Servicemax integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Paylocity and Servicemax: authenticate both systems, choose the objects to sync (such as Paylocity's Pay Statements and Company Codes), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Paylocity 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 Paylocity and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Paylocity–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Paylocity 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 Paylocity: Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL; payloads carry only companyId and employeeId, so the receiver calls the relevant API to fetch changed values. Scheduled polling is used for objects without webhooks. 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.
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On the Servicemax side: Work Details, Installed Products, Service Contracts, Stock History, plus custom fields where Servicemax exposes them. On the Paylocity side: Pay Statements, Company Codes, Custom Fields, Employees. Stacksync auto-detects both schemas and converts types between the two systems.
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
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