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Accounting and finance ⇄ Business productivity

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

Keep Ramp 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 Ramp and Servicemax

Connect the financial records in Ramp with the work happening in Servicemax, so both stay current without exports or copy-paste.

Ramp holds the financial truth: who the customers are, what they were billed, what they paid. Servicemax is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Departments, Reimbursements, Bills, Vendors in Ramp and Cases, Products, Work Orders, Work Details in Servicemax in sync, bi-directionally and in real time. Whatever records Servicemax keeps and whatever events it produces, the overlap with Ramp is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Mirror Bills and their approval and payment state into an AP or ERP system, marking each one ready-to-sync then synced to keep both ledgers reconciled.
  • 02 Read Reimbursements into a finance database for cross-entity expense reporting and reconciliation without manual CSV exports.
  • 03 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
  • 04 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.

Common sync patterns

Where Servicemax handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Ramp next to the customer they are helping, without logging into the finance system.

Where Servicemax collects payments or triggers charges: events land in Ramp

Payment and charge activity flows into Ramp as it happens, so the books reflect reality without manual reconciliation.

Where Servicemax tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

What you can sync between Ramp 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.

Ramp objects Servicemax objects How this pairing syncs
Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Cards is specific to Ramp and Accounts to Servicemax — each maps to any object or custom field on the other side.
Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Users is specific to Ramp and Contacts to Servicemax — each maps to any object or custom field on the other side.
Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Departments is specific to Ramp and Cases to Servicemax — each maps to any object or custom field on the other side.
Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Reimbursements is specific to Ramp and Products to Servicemax — each maps to any object or custom field on the other side.
Bills Accounts-payable bills; created, updated, approved, and paid, then posted ready-to-sync and synced to accounting. 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. Bills is specific to Ramp and Work Orders to Servicemax — each maps to any object or custom field on the other side.
Vendors Supplier records under the accounting namespace; uploaded and updated for AP matching and payments. 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. Vendors is specific to Ramp and Work Details to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Ramp 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.

Ramp Servicemax Sub-second propagation

DetectionRamp notifies Stacksync of record changes through webhook events. Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events.

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

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

Rate-limit considerations

  • Ramp: 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
  • 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 Ramp ⇄ Servicemax

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ramp 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 Ramp or Servicemax record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Ramp and Servicemax connectors work

Ramp

Integration surface
REST API (Developer API v1)
Authentication
OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write).
Change detection
Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed.
Capabilities
read · write · webhooks
Rate limits
200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
Ramp setup guide

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 Ramp 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 Ramp 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
    Ramp connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Ramp 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.

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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 506 integrations available for Ramp and Servicemax.

Popular · 7 of 506
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