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Business productivity ⇄ ERP

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

Keep Servicemax and Syspro 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

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Why teams connect Servicemax and Syspro

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Sales orders, Purchase orders, Jobs (work orders), Bills of materials in Syspro 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 Keep inventory balances and item masters aligned between SYSPRO and a WMS or storefront
  • 04 Mirror customers and AR invoices into a CRM so sales sees credit and billing status on the account

Common sync patterns

Where Servicemax collects payments: transactions post through

Payment events sync into Syspro as they occur, keeping the enterprise records current without manual entry.

Where Syspro is the HR or people system of record

Worker and organization data from Syspro 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.

What you can sync between Servicemax and Syspro

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.

Servicemax objects Syspro objects How this pairing syncs
Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Customers AR customer master records matched against CRM accounts. Cases is specific to Servicemax and Customers to Syspro — each maps to any object or custom field on the other side.
Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Suppliers AP supplier records synced with procurement and payment systems. Products is specific to Servicemax and Suppliers to Syspro — each maps to any object or custom field on the other side.
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. Inventory items The stock master, kept aligned with WMS and e-commerce catalogs. Work Orders is specific to Servicemax and Inventory items to Syspro — each maps to any object or custom field on the other side.
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. Sales orders Orders written in from storefronts and CRMs, with status read back out. Work Details is specific to Servicemax and Sales orders to Syspro — each maps to any object or custom field on the other side.
Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. Purchase orders Procurement documents synced with supplier portals and receiving. Installed Products is specific to Servicemax and Purchase orders to Syspro — each maps to any object or custom field on the other side.
Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Jobs (work orders) Manufacturing jobs and WIP tracked for production reporting. Service Contracts is specific to Servicemax and Jobs (work orders) to Syspro — each maps to any object or custom field on the other side.

How changes propagate between Servicemax and Syspro

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.

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

Syspro Servicemax Interval-based propagation

DetectionStacksync polls Syspro for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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

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.
  • Syspro: Throughput depends on the customer's server sizing; many deployments are on-premise.
What ships with Servicemax ⇄ Syspro

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Servicemax or Syspro 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 Servicemax or Syspro record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Servicemax and Syspro connectors work

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

Syspro

Integration surface
e.net Solutions business objects, exposed over REST and WCF interfaces in SYSPRO 8
Authentication
SYSPRO operator credentials exchanged for a session token
Change detection
Polling; the ERP does not expose a change feed to external consumers
Capabilities
read · write
Rate limits
Throughput depends on the customer's server sizing; many deployments are on-premise
How it works

How to connect Servicemax to Syspro — 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 Servicemax and Syspro 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
    Servicemax connected
    Syspro connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Servicemax and Syspro 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.

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 511 integrations available for Servicemax and Syspro.

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