Real-time
Two-way sync
Changes in Gainsight or Plex ERP instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ ERP
Gainsight to Plex ERP integration — real-time, two-way sync
Keep Gainsight 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 Gainsight and Plex ERP
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Gainsight and Plex ERP.
The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Gainsight 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Scorecard Fact, Timeline Activity, Success Plan, Task and Playbook in Gainsight with Inventory, Production jobs, Sales orders, Purchase orders 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 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
- 02 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
- 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
Where Gainsight collects payments: transactions post through
Payment events sync into Plex ERP as they occur, keeping the enterprise records current without manual entry.
Where Plex ERP is the HR or people system of record
Worker and organization data from Plex ERP stays current in Gainsight, 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 Gainsight 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.
| Gainsight objects | Plex ERP objects | How this pairing syncs | |
|---|---|---|---|
| Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. | Production jobs Shop-floor work records combining ERP and MES data for output reporting | Scorecard Fact is specific to Gainsight and Production jobs to Plex ERP — each maps to any object or custom field on the other side. | |
| Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. | Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status | Timeline Activity is specific to Gainsight and Sales orders to Plex ERP — each maps to any object or custom field on the other side. | |
| Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. | Purchase orders Procurement records mirrored to accounting and planning systems | Success Plan is specific to Gainsight and Purchase orders to Plex ERP — each maps to any object or custom field on the other side. | |
| Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. | Customers Account records kept consistent with the sales team's CRM | Task and Playbook is specific to Gainsight and Customers to Plex ERP — each maps to any object or custom field on the other side. | |
| Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. | Suppliers Vendor records aligned with procurement and AP tools | Custom Objects is specific to Gainsight and Suppliers to Plex ERP — each maps to any object or custom field on the other side. | |
| Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. | Shipments Outbound logistics records synced to trading partners and tracking systems | Company is specific to Gainsight and Shipments to Plex ERP — each maps to any object or custom field on the other side. |
How changes propagate between Gainsight 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.
Gainsight Plex ERP Interval-based propagation
DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.
DeliveryEach detected change is written to Plex ERP through its API, with automatic retries and rate-limit backoff.
Plex ERP Gainsight 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 Gainsight through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
- Plex ERP: Subject to the platform's API rate limits.
What ships with Gainsight ⇄ Plex ERP
Connect Gainsight and Plex ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gainsight–Plex ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gainsight 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 Gainsight or Plex ERP record.
Observability
Monitoring
Track your Gainsight ⇄ 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 Gainsight and Plex ERP.
How the Gainsight and Plex ERP connectors work
Gainsight
- Integration surface
- REST APIs (per-object) and asynchronous Bulk REST API
- Authentication
- API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
- Change detection
- Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
- Capabilities
- read · write
- Rate limits
- Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
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 Gainsight 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.
- 01
Connect your apps
Authenticate Gainsight 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.
Gainsight
connected
Plex ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gainsight 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.
objects · Gainsight ⇄ Plex ERPCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Gainsight Plex ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gainsight and Plex ERP integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Gainsight and Plex ERP: authenticate both systems, choose the objects to sync (such as Gainsight's Scorecard Fact and Timeline Activity), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Gainsight side: Scorecard Fact, Timeline Activity, Success Plan, Task and Playbook, plus custom fields where Gainsight exposes them. On the Plex ERP side: Inventory, Production jobs, Sales orders, Purchase orders. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Gainsight and Plex ERP: Where Gainsight collects payments: transactions post through; Where Plex ERP is the HR or people system of record; Master data corrections travel. Payment events sync into Plex ERP as they occur, keeping the enterprise records current without manual entry.
-
Gainsight: REST APIs (per-object) and asynchronous Bulk REST API. Authentication: API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported. Plex ERP: REST APIs plus legacy SOAP web services. Authentication: API keys issued through the Plex Developer Portal. Stacksync manages authentication, retries, and rate limits on both sides.
-
Gainsight: There is no general change-event stream; near-real-time outbound is limited to Rules Engine Real-Time Rules configured per event topic, so continuous sync relies on ModifiedDate polling. Plex ERP: A large part of Plex's integration surface is exposed as callable data sources, parameterized endpoints mapping to specific queries or actions, alongside newer REST APIs. Stacksync's field mapping accounts for these differences between Gainsight and Plex ERP without custom code.
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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ISO 27001
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GDPR
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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:
Related integrations
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