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Analytics ⇄ ERP

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

Keep Pendo 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 Pendo and Plex ERP

Put Plex ERP's records into Pendo as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Pendo computes back where Plex ERP can use them.

ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Plex ERP carries financials, operations, workforce data, or all three, those numbers belong in Pendo, next to the product, behavioral, and web data the team already measures.

Stacksync syncs Purchase orders, Customers, Suppliers, Shipments from Plex ERP into Pendo continuously, handling API limits and schema drift as it goes, so each record type arrives as Poll / NPS Responses, Features / Pages / Guides (metadata), Visitors, Accounts ready to report on. The connection is bi-directional, so segments, scores, and metrics computed in Pendo can be written back to fields in Plex ERP where that is useful.

Common use cases

  • 01 Export feature, page, and guide Events out of Pendo over event-time windows into Postgres or a warehouse so product usage joins with CRM, billing, and support data in SQL.
  • 02 Pull NPS scores and poll responses into a database so voice-of-customer sits next to revenue, renewal, and churn signals for analysis.
  • 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 Plex ERP holds the books: revenue and finance dashboards from live data

Financial records from Plex ERP land in Pendo as they change, so revenue, margin, and spend dashboards read current figures rather than last night's export.

Where Plex ERP runs order-to-cash: customer and account analytics

Orders, invoices, and account records from Plex ERP join the behavioral and usage data Pendo already tracks, so customer analysis spans activity and dollars in one view.

Where Plex ERP runs operations: inventory and fulfillment metrics

Operational records from Plex ERP become measurable in Pendo, joinable with the rest of what the company tracks for supply and fulfillment reporting.

What you can sync between Pendo 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.

Pendo objects Plex ERP objects How this pairing syncs
Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. Shipments Outbound logistics records synced to trading partners and tracking systems Page Events is specific to Pendo and Shipments to Plex ERP — each maps to any object or custom field on the other side.
Guide Events Guide seen/advanced/dismissed and step events for in-app walkthroughs; read-only through the Aggregation API to measure onboarding flow adoption. Quality records Checksheet and inspection data pulled into plant dashboards Guide Events is specific to Pendo and Quality records to Plex ERP — each maps to any object or custom field on the other side.
Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. Parts Item master records shared with CRM, e-commerce, and planning tools Poll / NPS Responses is specific to Pendo and Parts to Plex ERP — each maps to any object or custom field on the other side.
Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. Inventory On-hand balances and locations replicated for visibility outside the plant system Features / Pages / Guides (metadata) is specific to Pendo and Inventory to Plex ERP — each maps to any object or custom field on the other side.
Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Production jobs Shop-floor work records combining ERP and MES data for output reporting Visitors is specific to Pendo and Production jobs to Plex ERP — each maps to any object or custom field on the other side.
Accounts Company/workspace records that roll visitors up to an account dimension; readable via Aggregation and a write target for custom fields (plan, ARR, health) via the Metadata API. Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Accounts is specific to Pendo and Sales orders to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Pendo 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.

Pendo Plex ERP Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

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

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

Rate-limit considerations

  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Pendo ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pendo 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 Pendo or Plex ERP record.

Observability

Monitoring

Track your Pendo ⇄ 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 Pendo and Plex ERP.

How the Pendo and Plex ERP connectors work

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.

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

    Choose tables

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

Pendo 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 477 integrations available for Pendo and Plex ERP.

Popular · 8 of 477
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