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Storage ⇄ ERP

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

Keep Egnyte 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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Why teams connect Egnyte and Plex ERP

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

Plex ERP runs the business on structured records: Purchase orders, Customers, Suppliers, Shipments. Egnyte holds files and the metadata that describes them: Links, Metadata, Events and Audit reports, 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 Egnyte, 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 Purchase orders, Customers, Suppliers, Shipments in Plex ERP and Links, Metadata, Events and Audit reports, Files in Egnyte 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 Egnyte 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 Egnyte never describe two different versions of the same document.

Common use cases

  • 01 Mirror purchase orders and receipts to accounting or planning tools.
  • 02 Feed quality and scrap data to dashboards supervisors check without logging into Plex.
  • 03 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.
  • 04 Write custom Metadata such as classification tags and project fields onto Files and Folders from a governance or DMS system, and read it back for reporting.

Common sync patterns

Metadata that files itself

Record fields from Plex ERP, like customer, date, amount, type, and reference number, become the metadata and tags on the stored file in Egnyte, so storage stays organized without anyone tagging by hand.

Where Egnyte captures inbound files: details reach the record

A contract, vendor bill, or receipt added to Egnyte 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 Egnyte are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

What you can sync between Egnyte 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.

Egnyte objects Plex ERP objects How this pairing syncs
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Suppliers Vendor records aligned with procurement and AP tools Links is specific to Egnyte and Suppliers to Plex ERP — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Shipments Outbound logistics records synced to trading partners and tracking systems Metadata is specific to Egnyte and Shipments to Plex ERP — each maps to any object or custom field on the other side.
Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Quality records Checksheet and inspection data pulled into plant dashboards Events and Audit reports is specific to Egnyte and Quality records to Plex ERP — each maps to any object or custom field on the other side.
Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. Parts Item master records shared with CRM, e-commerce, and planning tools Files is specific to Egnyte and Parts to Plex ERP — each maps to any object or custom field on the other side.
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Inventory On-hand balances and locations replicated for visibility outside the plant system Folders is specific to Egnyte and Inventory to Plex ERP — each maps to any object or custom field on the other side.
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Production jobs Shop-floor work records combining ERP and MES data for output reporting Users is specific to Egnyte and Production jobs to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Egnyte 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.

Egnyte Plex ERP Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

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

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

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Egnyte ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte 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 Egnyte or Plex ERP record.

Observability

Monitoring

Track your Egnyte ⇄ 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 Egnyte and Plex ERP.

How the Egnyte and Plex ERP connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

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

    Choose tables

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

Egnyte 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 496 integrations available for Egnyte and Plex ERP.

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