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Accounting and finance ⇄ ERP

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

Keep Bill 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 Bill and Plex ERP

Keep Bill and Plex ERP agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Invoices, Customers, Payments, Chart of Accounts in Bill with Shipments, Quality records, Parts, Inventory in Plex ERP in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • 01 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
  • 02 Write Vendors created during ERP onboarding into BILL so new payees are ready to pay without manual re-entry.
  • 03 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.
  • 04 Push sales orders captured in e-commerce or EDI systems into Plex for scheduling and fulfillment.

Common sync patterns

Subsidiary to headquarters

Where Bill serves a business unit and Plex ERP is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

Where Bill handles billing: invoices land in Plex ERP

Invoices and payment activity from the billing side post through to the enterprise system automatically.

Migration without a hard cutover

When one system is replacing the other, run both in parallel with records matching until the switch is complete.

What you can sync between Bill 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.

Bill objects Plex ERP objects How this pairing syncs
Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. Customers Account records kept consistent with the sales team's CRM Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. Quality records Checksheet and inspection data pulled into plant dashboards Chart of Accounts is specific to Bill and Quality records to Plex ERP — each maps to any object or custom field on the other side.
Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. Parts Item master records shared with CRM, e-commerce, and planning tools Bank Accounts is specific to Bill and Parts to Plex ERP — each maps to any object or custom field on the other side.
Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. Inventory On-hand balances and locations replicated for visibility outside the plant system Vendor Credits and Credit Memos is specific to Bill and Inventory to Plex ERP — each maps to any object or custom field on the other side.
Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. Production jobs Shop-floor work records combining ERP and MES data for output reporting Bills is specific to Bill and Production jobs to Plex ERP — each maps to any object or custom field on the other side.
Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Vendors is specific to Bill and Sales orders to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Bill 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.

Bill Plex ERP Sub-second propagation

DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.

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

Plex ERP Bill 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 Bill through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Bill ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bill 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 Bill or Plex ERP record.

Observability

Monitoring

Track your Bill ⇄ 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 Bill and Plex ERP.

How the Bill and Plex ERP connectors work

Bill

Integration surface
REST/JSON (BILL v3 Connect API)
Authentication
Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
Change detection
Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
Capabilities
read · write · webhooks
Rate limits
20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.

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

    Choose tables

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

Bill 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.

Learn more about security
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DPF US-EU-UK-CH
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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 499 integrations available for Bill and Plex ERP.

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