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Business productivity ⇄ ERP

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

Keep Microsoft Teams 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 Microsoft Teams and Plex ERP

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Microsoft Teams 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Teams, Channels, Channel Messages, Chats & Chat Messages in Microsoft Teams 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

  • Post CRM deal-stage changes or new-lead alerts into a sales channel as they sync.
  • Notify an ops channel when a sync detects failed or conflicting records that need review.
  • 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.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Microsoft Teams faces customers and Plex ERP carries account records

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

Where Plex ERP is the HR or people system of record

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

What you can sync between Microsoft Teams 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.

Microsoft Teams objects Plex ERP objects
Teams Team containers provisioned or read to mirror org and project structure. Quality records Checksheet and inspection data pulled into plant dashboards
Channels Channel targets used for routing synced notifications and updates. Parts Item master records shared with CRM, e-commerce, and planning tools
Channel Messages Posted messages read for archiving or written to broadcast record changes. Inventory On-hand balances and locations replicated for visibility outside the plant system
Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use. Production jobs Shop-floor work records combining ERP and MES data for output reporting
Team Members & Users Membership synced with identity, HR, or CRM ownership data. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status
Online Meetings Meeting records synced with scheduling and CRM activity timelines. Purchase orders Procurement records mirrored to accounting and planning systems
What ships with Microsoft Teams ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Teams 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 Microsoft Teams or Plex ERP record.

Observability

Monitoring

Track your Microsoft Teams ⇄ 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 Microsoft Teams and Plex ERP.

How the Microsoft Teams and Plex ERP connectors work

Microsoft Teams

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
Change detection
Graph change notifications (webhooks) for messages and membership; delta queries on some resources
Capabilities
read · write · webhooks

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

    Choose tables

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

Microsoft Teams 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 Microsoft Teams and Plex ERP.

Popular · 8 of 386
All Microsoft Teams integrations All Plex ERP integrations Browse all integrations
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