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Business productivity ⇄ Human resources

Servicemax to Ukg Pro integration — real-time, two-way sync

Keep Servicemax and Ukg Pro 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 Servicemax and Ukg Pro

Keep the people, teams, and status that Servicemax and Ukg Pro share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.

Each tool in Servicemax keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Ukg Pro is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.

Stacksync syncs Work Orders, Work Details, Installed Products, Service Contracts in Servicemax with Employment Details, Job / Position History, Compensation Details, Payroll (Pay Statements, Direct Deposit, Earnings) in Ukg Pro bi-directionally and in real time. A person added, moved, or offboarded in Ukg Pro creates or updates the matching user in Servicemax within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where Servicemax captures details of its own, such as a corrected contact or a login identity, those can flow back to Ukg Pro in whichever direction you configure.

Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.

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 Replicate Compensation and pay-statement / earnings history into a warehouse for headcount, labor-cost, and payroll reporting without manual BI exports.
  • 04 Deprovision accounts by subscribing to UKG Pro termination and job-change webhook events to disable IdP and app access as changes become effective.

Common sync patterns

Offboarding: no standing access after a departure

When someone is marked as leaving in Ukg Pro, the matching account in Servicemax is deactivated or flagged, so departures do not leave open access behind.

One employee directory

A person's name, title, contact details, or status corrected in either system updates the other, so both sides stop maintaining separate copies of the same person.

Org and team structure kept current

Department, team, and reporting-line changes from Ukg Pro keep the groups, queues, or projects in Servicemax assigned to the right people.

What you can sync between Servicemax and Ukg Pro

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 Ukg Pro objects How this pairing syncs
Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Employment Details Employment status, hire and service dates, and company assignment; the record that drives active/terminated state for provisioning downstream. Products is specific to Servicemax and Employment Details to Ukg Pro — 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. Job / Position History Effective-dated job, position, department, supervisor, location, and cost center; the most-synced record for org charts, provisioning, and analytics. Work Orders is specific to Servicemax and Job / Position History to Ukg Pro — 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. Compensation Details Effective-dated pay rate and salary; usually read into a warehouse for comp reporting and writable as new dated changes through the compensation endpoints. Work Details is specific to Servicemax and Compensation Details to Ukg Pro — 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. Payroll (Pay Statements, Direct Deposit, Earnings) Pay statements, direct-deposit accounts, and earnings history; read-only pay data replicated into finance and warehouse systems for labor-cost reporting. Installed Products is specific to Servicemax and Payroll (Pay Statements, Direct Deposit, Earnings) to Ukg Pro — 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. Terminations Termination transactions posted with a terminationDate and a reason code that must match the tenant's configured reason table; drives account deprovisioning. Service Contracts is specific to Servicemax and Terminations to Ukg Pro — each maps to any object or custom field on the other side.
Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. Configuration Setup (Code Tables) Reference data such as jobs, locations, positions, earnings, and deduction codes; used to resolve and validate field values when mapping records during sync. Stock History is specific to Servicemax and Configuration Setup (Code Tables) to Ukg Pro — each maps to any object or custom field on the other side.

How changes propagate between Servicemax and Ukg Pro

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 Ukg Pro 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 Ukg Pro through its API, with automatic retries and rate-limit backoff.

Ukg Pro Servicemax Sub-second propagation

DetectionUkg Pro notifies Stacksync of record changes through webhook events. No CDC stream.

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.
  • Ukg Pro: An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
What ships with Servicemax ⇄ Ukg Pro

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Servicemax or Ukg Pro 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 Ukg Pro record.

Observability

Monitoring

Track your Servicemax ⇄ Ukg Pro 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 Ukg Pro.

How the Servicemax and Ukg Pro 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

Ukg Pro

Integration surface
REST API (UKG Pro HCM REST services) with separate Onboarding and Recruiting REST APIs, plus legacy SOAP-based UKG Pro Web Services
Authentication
Core HCM REST APIs use HTTP Basic authentication with a dedicated web service account, plus a Customer API Key and a User API Key sent as headers (found under System Configuration > Security > Service Account Administration); the Onboarding and Recruiting REST APIs instead require a bearer Authorization Token from the token endpoint.
Change detection
No CDC stream. UKG Pro publishes Pro HCM Webhook Events for changes such as new hire, employee and job detail changes, termination, and PTO, which Stacksync subscribes to for near-real-time triggers; bulk and historical loads use paged reads with each service's modified-since filters.
Capabilities
read · write · webhooks
Rate limits
An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
Ukg Pro setup guide
How it works

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

    Choose tables

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

Servicemax and Ukg Pro 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
HIPAA BAA
GDPR
CCPA
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 511 integrations available for Servicemax and Ukg Pro.

Popular · 8 of 511
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