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ERP

JobBOSS² to Plex ERP integration — real-time, two-way sync

Keep JobBOSS² 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 JobBOSS² and Plex ERP

Two ERPs, one set of facts: Stacksync keeps JobBOSS² and Plex ERP consistent in real time, whether they split the business or one is replacing the other.

Companies run two ERPs for structural reasons: a two-tier setup with subsidiaries on lighter systems, an acquisition that brought its own stack, a split by function or region, or a migration that will take quarters. In all of these, some of the same organizations, people, and transactions exist in both systems, and keeping them aligned by hand is a standing tax on the back office.

Stacksync syncs Purchase Orders, Vendors, Time Entries, Invoices in JobBOSS² with Suppliers, Shipments, Quality records, Parts in Plex ERP bi-directionally and in real time, with field-level mapping across the two data models and conflict rules you define. A record changed in either system is reflected in the other within seconds, not at the next interface run.

Common use cases

  • Push won CRM deals into JobBOSS² as quotes or orders without re-keying part and customer details
  • Mirror job costing and invoice data into accounting or BI systems for margin reporting per job
  • Mirror purchase orders and receipts to accounting or planning tools.
  • Feed quality and scrap data to dashboards supervisors check without logging into Plex.

Shared master data

Where both systems keep records of the same customers, suppliers, or organizations, a correction in either updates the other.

Split by function

Where one system is the people or finance suite and the other runs operations, the records both sides depend on, such as organizations, cost centers, and reference data, stay in agreement.

Two-tier roll-up

Where subsidiaries run one system and headquarters runs the other, shared records and transactions flow up continuously, so consolidation starts from live data.

What you can sync between JobBOSS² 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.

JobBOSS² objects Plex ERP objects
Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP. Shipments Outbound logistics records synced to trading partners and tracking systems
Jobs / Work Orders Job records carry production status back to sales and customer-facing tools. Quality records Checksheet and inspection data pulled into plant dashboards
Routings & Operations Operation steps support scheduling and costing data in external reporting. Parts Item master records shared with CRM, e-commerce, and planning tools
Materials & Inventory Material and stock data feed purchasing and availability checks. Inventory On-hand balances and locations replicated for visibility outside the plant system
Purchase Orders PO data syncs outward for spend and receiving visibility. Production jobs Shop-floor work records combining ERP and MES data for output reporting
Vendors Vendor records keep procurement and accounting tools consistent. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status
What ships with JobBOSS² ⇄ Plex ERP

Connect JobBOSS² and Plex ERP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–Plex ERP connection.

Real-time

Two-way sync

Changes in JobBOSS² or Plex ERP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever JobBOSS² 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 JobBOSS² or Plex ERP record.

Observability

Monitoring

Track your JobBOSS² ⇄ 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 JobBOSS² and Plex ERP.

How the JobBOSS² and Plex ERP connectors work

JobBOSS²

Integration surface
REST API (vendor-provided; coverage varies by edition and deployment)
Authentication
API key or vendor-issued credentials
Change detection
Polling
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

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 JobBOSS² 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 JobBOSS² 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
    JobBOSS² connected
    Plex ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the JobBOSS² 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 · JobBOSS² ⇄ 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
    JobBOSS² Plex ERP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

JobBOSS² 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 JobBOSS² and Plex ERP.

Popular · 8 of 386
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