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Accounting and finance ⇄ ERP

Chargebee to Plex ERP integration — real-time, two-way sync

Keep Chargebee and Plex ERP 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 Chargebee and Plex ERP

Keep Chargebee and Plex ERP agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Items and item prices, Payment sources, Transactions, Coupons in Chargebee with Inventory, Production jobs, Sales orders, Purchase orders in Plex ERP in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • Sync subscription status, plan, and MRR-relevant fields into the CRM so sales and success see billing state on the account.
  • Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
  • Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

Subsidiary to headquarters

Where Chargebee serves a business unit and Plex ERP is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

Where Chargebee handles billing: invoices land in Plex ERP

Invoices and payment activity from the billing side post through to the enterprise system automatically.

What you can sync between Chargebee and Plex ERP

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.

Chargebee objects Plex ERP objects
Invoices Issued billing documents synced to accounting and revenue reporting. Customers Account records kept consistent with the sales team's CRM
Credit notes Adjustments and refund documents needed for accurate revenue reconciliation. Suppliers Vendor records aligned with procurement and AP tools
Items and item prices The product catalog (plans, addons, charges) referenced by every subscription. Shipments Outbound logistics records synced to trading partners and tracking systems
Payment sources Stored payment methods; usually read-only metadata in syncs for compliance reasons. Quality records Checksheet and inspection data pulled into plant dashboards
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Parts Item master records shared with CRM, e-commerce, and planning tools
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Inventory On-hand balances and locations replicated for visibility outside the plant system
What ships with Chargebee ⇄ Plex ERP

Connect Chargebee and Plex ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Plex ERP connection.

Real-time

Two-way sync

Changes in Chargebee or Plex ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Plex ERP 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 Chargebee or Plex ERP record.

Observability

Monitoring

Track your Chargebee ⇄ Plex ERP sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chargebee and Plex ERP.

How the Chargebee and Plex ERP connectors work

Chargebee

Integration surface
REST API
Authentication
API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
Change detection
Webhooks for all major object events, plus a pollable Events resource that records every change
Capabilities
read · write · webhooks
Rate limits
Subject to plan-based API rate limits enforced per site

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

How to connect Chargebee to Plex ERP — 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 Chargebee and Plex ERP 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
    Chargebee connected
    Plex ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee and Plex ERP 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 · Chargebee ⇄ Plex ERP
    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
    Chargebee Plex ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chargebee and Plex ERP integration FAQ

SECURITY

Security teams love 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 386 integrations available for Chargebee and Plex ERP.

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