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Business productivity ⇄ ERP

Servicemax to Unleashed Software integration — real-time, two-way sync

Keep Servicemax and Unleashed Software 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 Unleashed Software

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

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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Service Contracts, Stock History, Accounts, Contacts in Servicemax with Invoices, Products, Stock On Hand, Sales Orders in Unleashed Software 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 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
  • 02 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
  • 03 Mirror Purchase Orders and supplier data to a data warehouse for procurement reporting.
  • 04 Sync Customers bi-directionally with a CRM so credit terms and delivery addresses match everywhere.

Common sync patterns

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 Unleashed Software carries account records

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

What you can sync between Servicemax and Unleashed Software

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 Unleashed Software objects How this pairing syncs
Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. Products SKU master records with pricing, units of measure, and inventory settings. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. Invoices Sales invoices raised from orders, synced into accounting systems. Service Contracts is specific to Servicemax and Invoices to Unleashed Software — 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. Stock On Hand Quantity and value per product per warehouse; the read source for availability syncs. Stock History is specific to Servicemax and Stock On Hand to Unleashed Software — each maps to any object or custom field on the other side.
Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. Sales Orders Outbound orders with lines, status, and fulfillment detail; a common write target from storefronts and CRMs. Accounts is specific to Servicemax and Sales Orders to Unleashed Software — each maps to any object or custom field on the other side.
Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. Purchase Orders Inbound supply orders synced for procurement visibility. Contacts is specific to Servicemax and Purchase Orders to Unleashed Software — each maps to any object or custom field on the other side.
Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. Customers Buyer records with pricing tiers and delivery addresses. Cases is specific to Servicemax and Customers to Unleashed Software — each maps to any object or custom field on the other side.

How changes propagate between Servicemax and Unleashed Software

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 Unleashed Software 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 Unleashed Software through its API, with automatic retries and rate-limit backoff.

Unleashed Software Servicemax Interval-based propagation

DetectionStacksync polls Unleashed Software for changes on an incremental schedule, reading only records changed since the previous pass. Polling with modified-date filters on list endpoints.

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.
  • Unleashed Software: Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
What ships with Servicemax ⇄ Unleashed Software

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Servicemax or Unleashed Software 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 Unleashed Software record.

Observability

Monitoring

Track your Servicemax ⇄ Unleashed Software 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 Unleashed Software.

How the Servicemax and Unleashed Software 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

Unleashed Software

Integration surface
REST API
Authentication
API ID plus API key, with each request signed using an HMAC-SHA256 of the query string
Change detection
Polling with modified-date filters on list endpoints
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; paginate list endpoints and batch where possible.
How it works

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

    Choose tables

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

Servicemax and Unleashed Software 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
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:

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 414 integrations available for Servicemax and Unleashed Software.

Popular · 8 of 414
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