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ERP ⇄ Business productivity

Sage 300 to Servicemax integration — real-time, two-way sync

Keep Sage 300 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 Sage 300 and Servicemax

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Sage 300.

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Stock History, Accounts, Contacts, Cases in Servicemax with AP Vendors, GL Accounts, Journal Batches, Order Entry Orders in Sage 300 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 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.
  • 02 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
  • 03 Replicate GL, AR, and AP detail to a warehouse for consolidated multi-company reporting.
  • 04 Keep inventory items and quantities aligned with e-commerce and warehouse systems on a schedule.

Common sync patterns

Where Servicemax faces customers and Sage 300 carries account records

Order, invoice, or account status from Sage 300 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 300 as they occur, keeping the enterprise records current without manual entry.

Where Sage 300 is the HR or people system of record

Worker and organization data from Sage 300 stays current in Servicemax, so the tools people use daily reflect the org as it actually is.

What you can sync between Sage 300 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 300 objects Servicemax objects How this pairing syncs
Order Entry Orders Sales orders written from e-commerce or EDI feeds. Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Order Entry Orders is specific to Sage 300 and Stock History to Servicemax — each maps to any object or custom field on the other side.
Purchase Orders Procurement documents read for spend visibility and receiving. Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Purchase Orders is specific to Sage 300 and Accounts to Servicemax — each maps to any object or custom field on the other side.
Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Inventory Items is specific to Sage 300 and Contacts to Servicemax — each maps to any object or custom field on the other side.
AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. AR Invoices and Receipts is specific to Sage 300 and Cases to Servicemax — each maps to any object or custom field on the other side.
AR Customers Receivables customer master synced to CRMs and billing tools. Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. AR Customers is specific to Sage 300 and Products to Servicemax — each maps to any object or custom field on the other side.
AP Vendors Payables vendor master synced with procurement and payment systems. 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. AP Vendors is specific to Sage 300 and Work Orders to Servicemax — each maps to any object or custom field on the other side.

How changes propagate between Sage 300 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 300 Servicemax Interval-based propagation

DetectionStacksync polls Sage 300 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 300 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 300 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 300 ⇄ Servicemax

Connect Sage 300 and Servicemax for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage 300–Servicemax connection.

Real-time

Two-way sync

Changes in Sage 300 or Servicemax instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Sage 300 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 300 or Servicemax record.

Observability

Monitoring

Track your Sage 300 ⇄ 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 300 and Servicemax.

How the Sage 300 and Servicemax connectors work

Sage 300

Integration surface
Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem
Authentication
Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads
Change detection
Scheduled polling; batch-oriented modules with no webhook 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 300 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 Sage 300 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
    Sage 300 connected
    Servicemax connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Sage 300 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 · Sage 300 ⇄ 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
    Sage 300 Servicemax
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Sage 300 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
SOC 2 Type II
ISO 27001
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GDPR
CCPA
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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 514 integrations available for Sage 300 and Servicemax.

Popular · 6 of 514
All Sage 300 integrations All Servicemax integrations Browse all integrations
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