Real-time
Two-way sync
Changes in Rootstock ERP or Servicemax instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Rootstock ERP to Servicemax integration — real-time, two-way sync
Keep Rootstock ERP 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 Rootstock ERP and Servicemax
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Rootstock ERP.
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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Service Contracts, Stock History, Accounts, Contacts in Servicemax with Bills of Material, Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts in Rootstock ERP 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 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 02 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 03 Push confirmed sales orders to a 3PL or WMS and write shipment confirmations back to Rootstock.
- 04 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
Common sync patterns
Where Rootstock ERP is the HR or people system of record
Worker and organization data from Rootstock ERP 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.
Where Servicemax faces customers and Rootstock ERP carries account records
Order, invoice, or account status from Rootstock ERP appears alongside the customer in Servicemax, so front-line teams answer from live data.
What you can sync between Rootstock ERP 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.
| Rootstock ERP objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. | 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. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Salesforce Accounts and Contacts is specific to Rootstock ERP and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Sales Orders is specific to Rootstock ERP and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement documents synced with supplier portals and AP systems. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Purchase Orders is specific to Rootstock ERP and Accounts to Servicemax — each maps to any object or custom field on the other side. | |
| Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Items / Products is specific to Rootstock ERP and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Bills of Material Multi-level product structures read for costing and planning integrations. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Bills of Material is specific to Rootstock ERP and Cases to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Rootstock ERP 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.
Rootstock ERP Servicemax Sub-second propagation
DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Rootstock ERP 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 Rootstock ERP through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
- 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 Rootstock ERP ⇄ Servicemax
Connect Rootstock ERP and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rootstock ERP–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Rootstock ERP 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 Rootstock ERP or Servicemax record.
Observability
Monitoring
Track your Rootstock ERP ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Rootstock ERP and Servicemax.
How the Rootstock ERP and Servicemax connectors work
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
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 Rootstock ERP 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 Rootstock ERP 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.
Rootstock ERP
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Rootstock ERP 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 · Rootstock ERP ⇄ 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.
Rootstock ERP ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Rootstock ERP and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Rootstock ERP and Servicemax: authenticate both systems, choose the objects to sync (such as Rootstock ERP's Work Orders and Salesforce Accounts and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Rootstock ERP and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Rootstock ERP–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Rootstock ERP 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 Rootstock ERP: Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback. 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: Service Contracts, Stock History, Accounts, Contacts, plus custom fields where Servicemax exposes them. On the Rootstock ERP side: Bills of Material, Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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:
Related integrations
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