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Business productivity ⇄ ERP

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

Keep ConnectWise 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 ConnectWise and Plex ERP

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between ConnectWise and Plex ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. ConnectWise is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Contacts, Service Tickets, Opportunities, Agreements in ConnectWise with Quality records, Parts, Inventory, Production jobs in Plex ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • Mirror purchase orders and receipts to accounting or planning tools.
  • Feed quality and scrap data to dashboards supervisors check without logging into Plex.

Where ConnectWise faces customers and Plex ERP carries account records

Order, invoice, or account status from Plex ERP appears alongside the customer in ConnectWise, so front-line teams answer from live data.

Where ConnectWise collects payments: transactions post through

Payment events sync into Plex ERP as they occur, keeping the enterprise records current without manual entry.

Where Plex ERP is the HR or people system of record

Worker and organization data from Plex ERP stays current in ConnectWise, so the tools people use daily reflect the org as it actually is.

What you can sync between ConnectWise 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.

ConnectWise objects Plex ERP objects
Companies Client and prospect account records that anchor most other PSA data in a sync. Inventory On-hand balances and locations replicated for visibility outside the plant system
Contacts People attached to companies, commonly synced against CRM contact records. Production jobs Shop-floor work records combining ERP and MES data for output reporting
Service Tickets Support and service desk tickets, including status, board, and priority fields. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Purchase orders Procurement records mirrored to accounting and planning systems
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Customers Account records kept consistent with the sales team's CRM
Projects Project and phase records synced for delivery tracking outside the PSA. Suppliers Vendor records aligned with procurement and AP tools
What ships with ConnectWise ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Plex ERP record.

Observability

Monitoring

Track your ConnectWise ⇄ 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 ConnectWise and Plex ERP.

How the ConnectWise and Plex ERP connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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 ConnectWise 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 ConnectWise 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
    ConnectWise connected
    Plex ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

ConnectWise 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 ConnectWise and Plex ERP.

Popular · 8 of 386
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