Skip to content
Business productivity ⇄ Database

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

Keep Servicemax and YugabyteDB 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 Servicemax and YugabyteDB

Mirror Servicemax's data into YugabyteDB so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Servicemax through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in YugabyteDB.

Stacksync mirrors Work Orders, Work Details, Installed Products, Service Contracts from Servicemax into Materialized Views, Schemas, Sequences, CDC Streams in YugabyteDB and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Servicemax, so the tool and the database never disagree.

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 Sync reference data such as pricing or entitlements from an ERP into YugabyteDB for globally distributed low-latency reads.
  • 04 Consolidate data from regional YugabyteDB clusters into one reporting store.

Common sync patterns

Automate Servicemax from your codebase

Write to the synced tables in YugabyteDB and Stacksync propagates the change into Servicemax, replacing custom integration code.

React to changes as they happen

Updates in Servicemax arrive as row changes in YugabyteDB, so triggers, jobs, and services can respond in near real time.

One integration pattern for the whole stack

Every synced tool looks the same from the database, so each new integration is configuration, not a new codebase.

What you can sync between Servicemax and YugabyteDB

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 YugabyteDB 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. Databases and Keyspaces Top-level containers for the YSQL (Postgres-style) and YCQL (Cassandra-style) APIs respectively. Stock History is specific to Servicemax and Databases and Keyspaces to YugabyteDB — 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. Tables Distributed SQL tables split into tablets; the primary read and write targets. Accounts is specific to Servicemax and Tables to YugabyteDB — 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. Indexes Global secondary indexes maintained transactionally alongside table writes. Contacts is specific to Servicemax and Indexes to YugabyteDB — 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. Materialized Views Precomputed query results available in YSQL for read-side shaping. Cases is specific to Servicemax and Materialized Views to YugabyteDB — 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. Schemas Postgres-style namespaces in YSQL used to organize synced data. Products is specific to Servicemax and Schemas to YugabyteDB — 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. Sequences ID generation objects relevant when syncing writes into YSQL tables. Work Orders is specific to Servicemax and Sequences to YugabyteDB — each maps to any object or custom field on the other side.

How changes propagate between Servicemax and YugabyteDB

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 YugabyteDB 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 YugabyteDB as a row-level write, with types converted between the two schemas.

YugabyteDB Servicemax Sub-second propagation

DetectionChanges in YugabyteDB are captured at the source via change data capture — no polling loop against its API. Native CDC from the write-ahead log via PostgreSQL logical replication or Debezium-compatible connectors.

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.
  • YugabyteDB: No API rate limits; throughput scales with cluster nodes and tablet distribution.
What ships with Servicemax ⇄ YugabyteDB

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Servicemax or YugabyteDB 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 YugabyteDB record.

Observability

Monitoring

Track your Servicemax ⇄ YugabyteDB 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 YugabyteDB.

How the Servicemax and YugabyteDB 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

YugabyteDB

Integration surface
SQL wire protocol (PostgreSQL-compatible YSQL) plus a Cassandra-compatible YCQL API
Authentication
Database credentials
Change detection
Native CDC from the write-ahead log via PostgreSQL logical replication or Debezium-compatible connectors
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput scales with cluster nodes and tablet distribution.
How it works

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

    Choose tables

    Pick the Servicemax and YugabyteDB 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 ⇄ YugabyteDB
    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 YugabyteDB
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Servicemax and YugabyteDB 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 434 integrations available for Servicemax and YugabyteDB.

Popular · 7 of 434
All Servicemax integrations All YugabyteDB integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own