---
title: 'MYOB Greentree + PTC ServiceMax'
url: 'https://www.staging38.commercient.com/product/myob-greentree-ptc-servicemax/'
date: '2026-06-19T10:42:31-04:00'
modified: '2026-06-19T10:42:31-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Greentree to PTC ServiceMax, giving your team access to MYOB Greentree data directly within PTC ServiceMax. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects MYOB Greentree and PTC ServiceMax, giving field service teams access to ERP customer, equipment and order data from inside PTC ServiceMax. The connection keeps customer records consistent between the field service platform and the ERP billing system.

## What syncs

- Sync MYOB Greentree Price Lists to PTC ServiceMax for Quoting
- Import PTC ServiceMax Estimates into MYOB Greentree as Quotes
- Sync MYOB Greentree Suppliers to PTC ServiceMax Parts and Supplier Data
- Connect PTC ServiceMax Invoices to MYOB Greentree AR Invoices
- Sync MYOB Greentree Customer Payment Status to PTC ServiceMax
- Export MYOB Greentree Purchase Orders Linked to PTC ServiceMax Jobs

## Why Commercient

### Pricing and contract visibility

Sync MYOB Greentree Price Lists and contract terms to PTC ServiceMax so technicians can quote accurately and access customer-specific rates from inside the field service platform.

### New customer setup

Connect PTC ServiceMax new customer records to MYOB Greentree Customers so customers added in the field service platform are immediately available for billing and order management in the ERP.

### Payment and balance status

Surface MYOB Greentree Customer Receipts and outstanding invoice balances inside PTC ServiceMax so technicians and managers know a customer's payment status before completing a job or taking payment.

### Purchase order management

Connect PTC ServiceMax Jobs parts requirements to MYOB Greentree Purchase Orders so field service job parts needs create purchase orders in the ERP for procurement.

## About MYOB Greentree

MYOB Greentree is a flexible ERP system for mid-size businesses in Australia and New Zealand, managing financials, supply chain, projects, HR and operational workflows.

## About PTC ServiceMax

PTC ServiceMax is an enterprise field service management platform for manufacturers and service organisations, managing work orders, entitlements, parts, field technicians and service contracts.

## Frequently asked questions

### Can MYOB Greentree Price Lists sync to PTC ServiceMax for field quoting?

Commercient can sync MYOB Greentree Price Lists and customer-specific rates to PTC ServiceMax so technicians can provide accurate quotes in the field. Exact capabilities depend on the platforms and project scope.

### Does Commercient support two-way data flow between MYOB Greentree and PTC ServiceMax?

Commercient can support two-way data flow for Customers, Items, Jobs and AR Invoices between MYOB Greentree and PTC ServiceMax when configured. Exact two-way capabilities depend on the systems and integration scope.

### Can MYOB Greentree Purchase Orders be created from PTC ServiceMax Jobs parts requirements?

Commercient can support connecting PTC ServiceMax parts requirements from Jobs to MYOB Greentree Purchase Orders when included in scope. This allows field service jobs to trigger ERP procurement workflows automatically.

### Can PTC ServiceMax Jobs job costs flow back to MYOB Greentree for financial reporting?

Commercient can support syncing PTC ServiceMax Jobs labour, parts and cost data back to MYOB Greentree when included in scope. This helps finance teams report on service margins and job profitability from ERP records.

### How is customer data matched between MYOB Greentree and PTC ServiceMax?

Commercient handles customer matching between MYOB Greentree and PTC ServiceMax using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process to prevent duplicate records.