Real-time
Two-way sync
Changes in Sage 100 or Servicemax instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Sage 100 to Servicemax integration — real-time, two-way sync
Keep Sage 100 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Sage 100 and Servicemax
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Sage 100.
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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Contacts, Cases, Products, Work Orders in Servicemax with Customers, Vendors, Inventory Items, Sales Orders in Sage 100 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 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 Push e-commerce and EDI orders into the Sales Order module instead of rekeying them.
- 04 Publish item, pricing, and on-hand inventory to online catalogs on a schedule.
Common sync patterns
Where Servicemax faces customers and Sage 100 carries account records
Order, invoice, or account status from Sage 100 appears alongside the customer in Servicemax, so front-line teams answer from live data.
Where Servicemax collects payments: transactions post through
Payment events sync into Sage 100 as they occur, keeping the enterprise records current without manual entry.
Where Sage 100 is the HR or people system of record
Worker and organization data from Sage 100 stays current in Servicemax, so the tools people use daily reflect the org as it actually is.
What you can sync between Sage 100 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.
| Sage 100 objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Inventory Items is specific to Sage 100 and Products to Servicemax — each maps to any object or custom field on the other side. | |
| Sales Orders Order headers and lines, the usual write target for web and EDI orders. | 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. | Sales Orders is specific to Sage 100 and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| AR Invoices Billing documents synced outward for payment status and revenue reporting. | 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. | AR Invoices is specific to Sage 100 and Work Details to Servicemax — each maps to any object or custom field on the other side. | |
| Purchase Orders Procurement documents read for spend and receiving workflows. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Purchase Orders is specific to Sage 100 and Installed Products to Servicemax — each maps to any object or custom field on the other side. | |
| GL Accounts Chart of accounts read for mapping transactions in finance integrations. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | GL Accounts is specific to Sage 100 and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| Journal Entries Posted GL activity replicated to warehouses for FP&A. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Journal Entries is specific to Sage 100 and Stock History to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Sage 100 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.
Sage 100 Servicemax Interval-based propagation
DetectionStacksync polls Sage 100 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Sage 100 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 applied to Sage 100 as a row-level write, with types converted between the two schemas.
Rate-limit considerations
- 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 Sage 100 ⇄ Servicemax
Connect Sage 100 and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage 100–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Sage 100 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 Sage 100 or Servicemax record.
Observability
Monitoring
Track your Sage 100 ⇄ Servicemax sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Sage 100 and Servicemax.
How the Sage 100 and Servicemax connectors work
Sage 100
- Integration surface
- ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes
- Authentication
- Sage 100 company and user credentials; ODBC DSN credentials for direct reads
- Change detection
- Scheduled polling; no webhooks or change log on the integration surface
- Capabilities
- read · write
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 Sage 100 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 Sage 100 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.
Sage 100
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Sage 100 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 · Sage 100 ⇄ 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.
Sage 100 ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Sage 100 and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Sage 100 and Servicemax: authenticate both systems, choose the objects to sync (such as Sage 100's Inventory Items and Sales Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Sage 100: ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes. Authentication: Sage 100 company and user credentials; ODBC DSN credentials for direct reads. 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.
-
Servicemax: Syncs consume the Salesforce org-wide daily API allocation shared by every integration; it varies by edition and license count. Sage 100: Writes should go through the Business Object Interface rather than direct file access, so module validation and GL postings are enforced. Stacksync's field mapping accounts for these differences between Sage 100 and Servicemax without custom code.
-
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 Sage 100 and Servicemax records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Sage 100 and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Sage 100–Servicemax integration in-house.
-
Yes — Stacksync ships production-grade connectors for both Sage 100 and Servicemax. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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
Every pair below is a real-time, two-way sync. Search all 512 integrations available for Sage 100 and Servicemax.
Popular · 8 of 512
-
Sage 100 ⇄ Wrike -
Sage 100 ⇄ Zendesk -
Sage 100 ⇄ Campfire -
Sage 100 ⇄ Front -
Servicemax ⇄ SAP Business One -
Servicemax ⇄ Oracle Fusion ERP -
Servicemax ⇄ Acumatica -
Servicemax ⇄ SAP S/4HANA
No integrations match .
