Real-time
Two-way sync
Changes in Servicemax or Zuora instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Servicemax to Zuora integration — real-time, two-way sync
Keep Servicemax and Zuora 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 Celigo
Why teams connect Servicemax and Zuora
Connect the financial records in Zuora with the work happening in Servicemax, so both stay current without exports or copy-paste.
Zuora 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 Rate Plan and Rate Plan Charge, Product and Product Rate Plan (Product Catalog), Invoice, Payment in Zuora and Service Contracts, Stock History, Accounts, Contacts in Servicemax in sync, bi-directionally and in real time. Whatever records Servicemax keeps and whatever events it produces, the overlap with Zuora 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 Master the Product Catalog (Products and Product Rate Plans) in a database or PIM and write pricing changes into Zuora.
- 02 Stream metered Usage records from a warehouse or metering pipeline into Zuora so consumption-based charges are rated on the correct Rate Plan.
- 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 collects payments or triggers charges: events land in Zuora
Payment and charge activity flows into Zuora as it happens, so the books reflect reality without manual reconciliation.
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 Zuora next to the customer they are helping, without logging into the finance system.
What you can sync between Servicemax and Zuora
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 | Zuora objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Invoice Billing documents generated from rate plan charges and order line items; typically read out into an ERP or GL for revenue recognition and reconciliation. | Work Orders is specific to Servicemax and Invoice to Zuora — 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. | Payment Payment and refund transactions applied against invoices; read for cash application, dunning, and reconciliation reporting in the warehouse. | Work Details is specific to Servicemax and Payment to Zuora — 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. | Usage Metered consumption records; written into Zuora from a metering or warehouse pipeline so consumption-based charges are rated and invoiced. | Installed Products is specific to Servicemax and Usage to Zuora — 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. | Order and Amendment Records of subscription create and change actions; written to Zuora to drive quote-to-cash and read for subscription change history. | Service Contracts is specific to Servicemax and Order and Amendment to Zuora — 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. | Account (Billing Account) The customer billing entity holding contacts, payment methods, and billing settings; synced two-way as the parent record most other Zuora objects hang off. | Stock History is specific to Servicemax and Account (Billing Account) to Zuora — 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. | Subscription Recurring or usage-based subscription tied to an Account; read for revenue state and written when provisioning or changing plans from a CRM or app. | Accounts is specific to Servicemax and Subscription to Zuora — each maps to any object or custom field on the other side. |
How changes propagate between Servicemax and Zuora
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 Zuora 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 Zuora through its API, with automatic retries and rate-limit backoff.
Zuora Servicemax Sub-second propagation
DetectionZuora notifies Stacksync of record changes through webhook events. Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for.
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.
- Zuora: Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
What ships with Servicemax ⇄ Zuora
Connect Servicemax and Zuora for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Servicemax–Zuora connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Servicemax or Zuora 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 Zuora record.
Observability
Monitoring
Track your Servicemax ⇄ Zuora 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 Zuora.
How the Servicemax and Zuora 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
Zuora
- Integration surface
- REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available
- Authentication
- OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes
- Change detection
- Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for event-driven changes
- Capabilities
- read · write · webhooks
- Rate limits
- Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
How it works
How to connect Servicemax to Zuora — 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 Zuora 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
Zuora
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Servicemax and Zuora 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 ⇄ ZuoraCustomers 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 ZuoraCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Servicemax and Zuora integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Servicemax and Zuora: authenticate both systems, choose the objects to sync (such as Servicemax's Work Orders and Work Details), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Zuora: Where Servicemax collects payments or triggers charges: events land in Zuora; Where Servicemax tracks people or companies: one identity; Where Servicemax handles customer conversations: billing context in view. Payment and charge activity flows into Zuora as it happens, so the books reflect reality without manual reconciliation.
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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. Zuora: REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available. Authentication: OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes. Stacksync manages authentication, retries, and rate limits on both sides.
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Zuora: Zuora recommends OAuth 2.0; tokens expire after 3600 seconds and the OAuth client's Zuora user role governs all access, since there are no per-scope permissions. Servicemax: ServiceMax Core runs as a managed package on Salesforce (SVMXC__ objects); Asset 360 is native on Salesforce Field Service, so all access goes through the Salesforce API. Stacksync's field mapping accounts for these differences between Servicemax and Zuora without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Servicemax and Zuora records are not retained after a sync operation.
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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