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ERP ⇄ Data warehouse

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

Keep Plex ERP and Yellowbrick 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 Plex ERP and Yellowbrick

Put Plex ERP's records in Yellowbrick as live tables for reporting and analysis, without extract jobs, and write results back where Plex ERP can use them.

ERP data is some of the most asked-for data in the warehouse and some of the hardest to get: the record types are many, the APIs are strict, and extract jobs are brittle. Whether Plex ERP carries financials, operations, workforce data, or all three, the analysis belongs in Yellowbrick next to everything else the company measures.

Stacksync syncs Inventory, Production jobs, Sales orders, Purchase orders from Plex ERP into tables in Yellowbrick continuously, managing API limits and schema drift along the way. The connection is bi-directional, so values computed in Yellowbrick can be written back to fields in Plex ERP where that is useful.

Common use cases

  • Land ERP transactional extracts in Yellowbrick for finance and supply-chain analytics.
  • Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • Push sales orders captured in e-commerce or EDI systems into Plex for scheduling and fulfillment.
  • Mirror purchase orders and receipts to accounting or planning tools.

Write-back where Plex ERP exposes writable fields

Classifications or reference values computed in Yellowbrick sync back onto the corresponding records in Plex ERP.

Where Plex ERP holds the books: finance reporting from live data

Financial records land in Yellowbrick as they change, so period-end reporting queries current numbers rather than last night's extract.

Where Plex ERP is the HR system of record: workforce analytics

Worker and organization data syncs into Yellowbrick for headcount, cost, and planning analysis alongside other company data.

What you can sync between Plex ERP and Yellowbrick

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.

Plex ERP objects Yellowbrick objects
Shipments Outbound logistics records synced to trading partners and tracking systems Schemas Namespaces used to organize synced datasets by source or domain.
Quality records Checksheet and inspection data pulled into plant dashboards Tables Columnar MPP tables; the primary targets for warehouse syncs.
Parts Item master records shared with CRM, e-commerce, and planning tools Views Logical views used to shape reads for BI and downstream syncs.
Inventory On-hand balances and locations replicated for visibility outside the plant system Users and Roles Access-control objects that govern what a sync service account can read and write.
Production jobs Shop-floor work records combining ERP and MES data for output reporting Databases Top-level containers for schemas and tables.
What ships with Plex ERP ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Plex ERP and Yellowbrick connectors work

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

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Plex ERP and Yellowbrick 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 Plex ERP and Yellowbrick.

Popular · 8 of 386
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