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Business productivity ⇄ ERP

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

Keep Asana 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.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Asana and Plex ERP

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Asana 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Portfolios, Tags, Teams / Workspaces, Tasks in Asana with Suppliers, Shipments, Quality records, Parts 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

  • 01 Write closed deals or new orders from a CRM or ERP into Asana Tasks to launch delivery, onboarding, or fulfillment projects automatically.
  • 02 Mirror Projects, Sections, and Portfolios into a warehouse for cross-team reporting on status, timelines, and workload without CSV exports.
  • 03 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • 04 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.

Common sync patterns

Where Asana faces customers and Plex ERP carries account records

Order, invoice, or account status from Plex ERP appears alongside the customer in Asana, 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 Asana, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

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

What you can sync between Asana 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.

Asana objects Plex ERP objects How this pairing syncs
Portfolios Collections of Projects for program-level rollup; read for cross-project status and progress reporting (Business and Enterprise). Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Portfolios is specific to Asana and Sales orders to Plex ERP — each maps to any object or custom field on the other side.
Tags Labels applied across Tasks; synced as a many-to-many attribute for filtering and categorization. Purchase orders Procurement records mirrored to accounting and planning systems Tags is specific to Asana and Purchase orders to Plex ERP — each maps to any object or custom field on the other side.
Teams / Workspaces Organizational containers that hold projects and members; used to scope which projects a given sync covers. Customers Account records kept consistent with the sales team's CRM Teams / Workspaces is specific to Asana and Customers to Plex ERP — each maps to any object or custom field on the other side.
Tasks The primary unit of work and main record; created, updated, completed, and deleted via REST and synced two-way. Subtasks are Tasks with a parent reference. Suppliers Vendor records aligned with procurement and AP tools Tasks is specific to Asana and Suppliers to Plex ERP — each maps to any object or custom field on the other side.
Projects Collections of Tasks with a layout (list, board, timeline, calendar); each project maps to a synced table scope and its custom fields define the mapping. Shipments Outbound logistics records synced to trading partners and tracking systems Projects is specific to Asana and Shipments to Plex ERP — each maps to any object or custom field on the other side.
Sections Ordered groupings of Tasks within a project; synced as a grouping attribute or category field on the row. Quality records Checksheet and inspection data pulled into plant dashboards Sections is specific to Asana and Quality records to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Asana and Plex ERP

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Asana Plex ERP Sub-second propagation

DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.

DeliveryEach detected change is written to Plex ERP through its API, with automatic retries and rate-limit backoff.

Plex ERP Asana Interval-based propagation

DetectionStacksync polls Plex ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

DeliveryEach detected change is written to Asana through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Asana ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Asana 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 Asana or Plex ERP record.

Observability

Monitoring

Track your Asana ⇄ 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 Asana and Plex ERP.

How the Asana and Plex ERP connectors work

Asana

Integration surface
REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
Authentication
OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
Change detection
Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
Capabilities
read · write · webhooks
Rate limits
Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.

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

    Choose tables

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

Asana and Plex ERP integration FAQ

SECURITY

Security teams trust 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.

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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 510 integrations available for Asana and Plex ERP.

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