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Human resources ⇄ ERP

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

Keep Namely 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect Namely and Plex ERP

Sync the workers, org structure, and cost centers that Plex ERP and Namely share in real time, so the people Namely manages stay current in the system that runs finance and operations.

Namely is the system of record for people: who was hired, which department and location they sit in, who they report to, and how they are paid. Plex ERP runs finance and operations, and much of what it does depends on that same information, from booking labor cost to approving an expense report to staffing a project. Where the two are bridged by re-keying or an overnight file, each side spends the day out of step, with new hires missing from the systems they need and leavers still active where they should not be.

Stacksync syncs Suppliers, Shipments, Quality records, Parts in Plex ERP with Teams, Reports, Profile Fields, Events in Namely field by field, in real time, and in both directions. You decide which system owns which fields, so the people side stays authoritative for worker data while Plex ERP keeps its own accounting and operational detail, and every change made in one is reflected in the other within seconds instead of at the next batch run.

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 Map Job Titles and Job Tiers into a warehouse dimension table so leveling and seniority stay consistent across HR, finance, and BI reporting.
  • 04 Push Groups and Teams (departments, locations, team categories) into downstream apps to keep org structure and reporting lines aligned.

Common sync patterns

One org structure

Departments, cost centers, and locations that both systems reference stay in agreement, so labor cost, approvals, and reporting in Plex ERP roll up to the same structure Namely maintains.

Reporting lines drive approvals

Manager and reporting-hierarchy changes in Namely keep expense and purchase approval chains in Plex ERP pointed at the right people.

Where Namely runs payroll: labor cost in the books

Pay and compensation data from Namely posts into Plex ERP as labor cost, so finance sees workforce spend without re-entering it by hand.

What you can sync between Namely 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.

Namely objects Plex ERP objects How this pairing syncs
Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Customers Account records kept consistent with the sales team's CRM Job Titles is specific to Namely and Customers to Plex ERP — each maps to any object or custom field on the other side.
Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Suppliers Vendor records aligned with procurement and AP tools Job Tiers is specific to Namely and Suppliers to Plex ERP — each maps to any object or custom field on the other side.
Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Shipments Outbound logistics records synced to trading partners and tracking systems Groups is specific to Namely and Shipments to Plex ERP — each maps to any object or custom field on the other side.
Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Quality records Checksheet and inspection data pulled into plant dashboards Teams is specific to Namely and Quality records to Plex ERP — each maps to any object or custom field on the other side.
Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Parts Item master records shared with CRM, e-commerce, and planning tools Reports is specific to Namely and Parts to Plex ERP — each maps to any object or custom field on the other side.
Profile Fields Metadata describing standard and company-defined custom field sections; read to discover schema and generate mappings. Inventory On-hand balances and locations replicated for visibility outside the plant system Profile Fields is specific to Namely and Inventory to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Namely 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.

Namely Plex ERP Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

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

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

Rate-limit considerations

  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Namely ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Namely 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 Namely or Plex ERP record.

Observability

Monitoring

Track your Namely ⇄ 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 Namely and Plex ERP.

How the Namely and Plex ERP connectors work

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.

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

    Choose tables

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

Namely 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
→ 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 402 integrations available for Namely and Plex ERP.

Popular · 5 of 402
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