Real-time
Two-way sync
Changes in Sage X3 or Servicemax instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Business productivity
Sage X3 to Servicemax integration — real-time, two-way sync
Keep Sage X3 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 X3 and Servicemax
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Servicemax and Sage X3.
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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Bills of Material, GL Journals, Deliveries, Business Partners (Customers and Suppliers) in Sage X3 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 Push orders from e-commerce or EDI channels into X3 sales orders and return delivery status.
- 04 Publish per-site stock levels to storefronts and a WMS on a schedule.
Common sync patterns
Where Sage X3 is the HR or people system of record
Worker and organization data from Sage X3 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 Sage X3 carries account records
Order, invoice, or account status from Sage X3 appears alongside the customer in Servicemax, so front-line teams answer from live data.
What you can sync between Sage X3 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 X3 objects | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| Products Item master with units, costing, and site data, synced to commerce and PLM tools. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Work Orders Production orders read by MES and scheduling integrations. | 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. | |
| Stock / Inventory by site On-hand and allocated quantities per site, synced to storefronts and WMS. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Stock / Inventory by site is specific to Sage X3 and Installed Products to Servicemax — each maps to any object or custom field on the other side. | |
| Bills of Material Product structures read for planning and costing. | Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | Bills of Material is specific to Sage X3 and Service Contracts to Servicemax — each maps to any object or custom field on the other side. | |
| GL Journals Financial entries replicated to warehouses for group reporting. | Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | GL Journals is specific to Sage X3 and Stock History to Servicemax — each maps to any object or custom field on the other side. | |
| Deliveries Shipment documents synced to logistics providers and customer portals. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Deliveries is specific to Sage X3 and Accounts to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Sage X3 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 X3 Servicemax Interval-based propagation
DetectionStacksync polls Sage X3 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 X3 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 X3 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 X3 ⇄ Servicemax
Connect Sage X3 and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Sage X3–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Sage X3 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 X3 or Servicemax record.
Observability
Monitoring
Track your Sage X3 ⇄ 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 X3 and Servicemax.
How the Sage X3 and Servicemax connectors work
Sage X3
- Integration surface
- SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem
- Authentication
- Dedicated web-service user credentials (Basic auth) against configured connection pools
- Change detection
- Scheduled polling; no general webhook surface on the classic web services layer
- 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 X3 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 X3 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 X3
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Sage X3 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 X3 ⇄ 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 X3 ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Sage X3 and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Sage X3 and Servicemax: authenticate both systems, choose the objects to sync (such as Sage X3's Products and Work Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
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.
-
Common patterns for Sage X3 and Servicemax: Where Sage X3 is the HR or people system of record; Master data corrections travel; Where Servicemax faces customers and Sage X3 carries account records. Worker and organization data from Sage X3 stays current in Servicemax, so the tools people use daily reflect the org as it actually is.
-
Sage X3: SOAP and REST web services published from X3 business objects; direct SQL access to the underlying database on-prem. Authentication: Dedicated web-service user credentials (Basic auth) against configured connection pools. 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: Change Data Capture and Platform Events give near-real-time change feeds but must be enabled per object, and managed-package objects may need the vendor to expose them. Sage X3: X3 runs on Oracle or SQL Server, so read-only SQL access to the underlying database is a common on-prem pattern for analytics extraction. Stacksync's field mapping accounts for these differences between Sage X3 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 X3 and Servicemax records are not retained after a sync operation.
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 513 integrations available for Sage X3 and Servicemax.
Popular · 6 of 513
-
Sage X3 ⇄ Agiloft -
Sage X3 ⇄ Gainsight -
Servicemax ⇄ Oracle Fusion ERP -
Servicemax ⇄ Acumatica -
Servicemax ⇄ SAP S/4HANA -
Servicemax ⇄ Odoo
No integrations match .
