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Storage ⇄ ERP

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

Keep Box 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 Box and Plex ERP

Move the documents and data that Plex ERP produces into Box as files, and let files stored in Box update the records they belong to in Plex ERP, continuously and without exports or manual filing.

Plex ERP runs the business on structured records: Suppliers, Shipments, Quality records, Parts. Box holds files and the metadata that describes them: Groups, Tasks, Events, Files. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Plex ERP touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Box, from signed contracts to vendor bills to receipts, describe a transaction Plex ERP needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps Suppliers, Shipments, Quality records, Parts in Plex ERP and Groups, Tasks, Events, Files in Box in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Box already labeled and filed, and metadata captured against a stored file can create or update the matching record in Plex ERP. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Plex ERP and the file in Box never describe two different versions of the same document.

Common use cases

  • 01 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • 02 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.
  • 03 Two-way sync of Files and Folders between Box and an operational database so applications track document status without calling the Box API directly.
  • 04 Mirror Metadata template instances on Files into database columns so contracts and assets are searchable and reportable alongside other business data.

Common sync patterns

Where Box captures inbound files: details reach the record

A contract, vendor bill, or receipt added to Box with its details can create or update the matching record in Plex ERP, so a document captured outside the finance system still reaches the books.

An archive that stays current

As records change in Plex ERP, the corresponding files and metadata in Box are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

Audit-ready retention

Every transaction's supporting file lives in Box beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Plex ERP.

What you can sync between Box 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.

Box objects Plex ERP objects How this pairing syncs
Collaborations Access grants linking a user or group to a file or folder with a role such as viewer, editor, or co-owner; written to manage sharing programmatically. Production jobs Shop-floor work records combining ERP and MES data for output reporting Collaborations is specific to Box and Production jobs to Plex ERP — each maps to any object or custom field on the other side.
Users Managed and app users in the enterprise; provisioned, updated, and deprovisioned to keep Box access aligned with an HR or identity source. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Users is specific to Box and Sales orders to Plex ERP — each maps to any object or custom field on the other side.
Groups Named user collections used for bulk collaboration; membership synced from a directory or IdP. Purchase orders Procurement records mirrored to accounting and planning systems Groups is specific to Box and Purchase orders to Plex ERP — each maps to any object or custom field on the other side.
Tasks Review or approval assignments on a file with due dates and states; read for workflow reporting or written to start approvals. Customers Account records kept consistent with the sales team's CRM Tasks is specific to Box and Customers to Plex ERP — each maps to any object or custom field on the other side.
Events Enterprise admin event stream, an audit log of uploads, deletes, logins, and shares across the account; read-only, consumed for reporting or change feeds. Suppliers Vendor records aligned with procurement and AP tools Events is specific to Box and Suppliers to Plex ERP — each maps to any object or custom field on the other side.
Files Core content object with versions, name, size, and metadata; synced two-way so files and their attributes move between Box and a database or another store. Shipments Outbound logistics records synced to trading partners and tracking systems Files is specific to Box and Shipments to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Box 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.

Box Plex ERP Sub-second propagation

DetectionBox notifies Stacksync of record changes through webhook events. V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED.

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

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

Rate-limit considerations

  • Box: Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Box ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Box 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 Box or Plex ERP record.

Observability

Monitoring

Track your Box ⇄ 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 Box and Plex ERP.

How the Box and Plex ERP connectors work

Box

Integration surface
REST API (api.box.com/2.0), plus the Events API and V2 Webhooks
Authentication
OAuth 2.0 for user-delegated access, or server-to-server auth via JWT (RSA keypair) or Client Credentials Grant (CCG) using a Box app; short-lived developer tokens for testing
Change detection
V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED; the Events API (user stream via long-poll by stream_position, or enterprise/admin events) provides a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.

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

    Choose tables

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

Box 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
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 496 integrations available for Box and Plex ERP.

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