Real-time
Two-way sync
Changes in Servicemax or Workday instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Servicemax to Workday integration — real-time, two-way sync
Keep Servicemax and Workday 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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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Servicemax and Workday
Connect the financial records in Workday with the work happening in Servicemax, so both stay current without exports or copy-paste.
Workday holds the financial truth: who the customers are, what they were billed, what they paid. Servicemax is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Workers, Organizations, Positions, Compensation in Workday and Products, Work Orders, Work Details, Installed Products in Servicemax in sync, bi-directionally and in real time. Whatever records Servicemax keeps and whatever events it produces, the overlap with Workday is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Sync worker records from Workday into IT and identity systems so hires, transfers, and terminations provision access automatically.
- 02 Replicate worker, organization, and compensation data into a secured database for people analytics without giving analysts tenant access.
- 03 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 04 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
Common sync patterns
Where Servicemax tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Where Servicemax handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Workday next to the customer they are helping, without logging into the finance system.
Where Servicemax collects payments or triggers charges: events land in Workday
Payment and charge activity flows into Workday as it happens, so the books reflect reality without manual reconciliation.
What you can sync between Servicemax and Workday
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 | Workday objects | How this pairing syncs | |
|---|---|---|---|
| Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Positions Job seats synced with recruiting and planning tools. | Stock History is specific to Servicemax and Positions to Workday — 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. | Compensation Pay components read into payroll, planning, and equity systems under strict access control. | Accounts is specific to Servicemax and Compensation to Workday — 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. | Time Off and Absence Balances and requests synced with scheduling and workforce tools. | Contacts is specific to Servicemax and Time Off and Absence to Workday — 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. | Payroll Results Completed pay data exported to finance and benefits systems. | Cases is specific to Servicemax and Payroll Results to Workday — 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 Workday Financials vendor records aligned with procurement tools. | Products is specific to Servicemax and Suppliers to Workday — 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. | Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used. | Work Orders is specific to Servicemax and Customers and Invoices to Workday — each maps to any object or custom field on the other side. |
How changes propagate between Servicemax and Workday
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 Workday 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 Workday through its API, with automatic retries and rate-limit backoff.
Workday Servicemax Interval-based propagation
DetectionStacksync polls Workday for changes on an incremental schedule, reading only records changed since the previous pass. Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment.
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.
What ships with Servicemax ⇄ Workday
Connect Servicemax and Workday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Servicemax–Workday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Servicemax or Workday 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 Workday record.
Observability
Monitoring
Track your Servicemax ⇄ Workday 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 Workday.
How the Servicemax and Workday 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
Workday
- Integration surface
- SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
- Authentication
- OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
- Change detection
- Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
- Capabilities
- read · write
How it works
How to connect Servicemax to Workday — 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 Servicemax and Workday with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Servicemax
connected
Workday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Servicemax and Workday 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 · Servicemax ⇄ WorkdayCustomers 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.
Servicemax WorkdayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Servicemax and Workday integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Servicemax and Workday: authenticate both systems, choose the objects to sync (such as Servicemax's Stock History and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Workday side: Workers, Organizations, Positions, Compensation, plus custom fields where Workday exposes them. On the Servicemax side: Products, Work Orders, Work Details, Installed Products. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Servicemax and Workday: Where Servicemax tracks people or companies: one identity; Where Servicemax handles customer conversations: billing context in view; Where Servicemax collects payments or triggers charges: events land in Workday. A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
-
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. Workday: SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports. Authentication: OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP. Stacksync manages authentication, retries, and rate limits on both sides.
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Workday: Workday data is effective-dated: records carry validity dates, and reads can be scoped to an as-of moment, which shapes how syncs interpret changes. Servicemax: Polling orders incremental changes by each object's SystemModstamp or LastModifiedDate; objects without a modified timestamp or API write access cannot sync incrementally. Stacksync's field mapping accounts for these differences between Servicemax and Workday without custom code.
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
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