Can you integrate Plex ERP with SharePoint?

Explore a Plex ERP and SharePoint integration with a Stacksync engineer. Stacksync support for Plex ERP and SharePoint is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

Can Plex ERP and SharePoint sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the Plex ERP and SharePoint initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Plex ERP account, edition, environment, and business objects the integration must access. Identify the SharePoint account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the Plex ERP to SharePoint sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Plex ERP fields to SharePoint?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Plex ERP and SharePoint integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

ERP / Storage · Two-way sync platform

Plex ERP and SharePoint integration

Plan how Plex ERP and SharePoint should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

Scope your workflow with an integration engineer
Review the systems, records, and updates you need

Integration planning

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Plex ERP

SharePoint

Review the integration scope

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Proposed workflow

Associate SharePoint documents with Plex ERP records

This is an evaluation scenario; connector and operation support require confirmation.

Starting eventA document or metadata version in SharePoint is relevant to Inventory or Production jobs.

Keep the file/object ID, container, version, and related business record ID.
Choose whether the process moves binary content, metadata, or a link. Confirm support for each separately; a metadata row is not a file copy.
Define destination access and how moves, new versions, and deletions are handled without inheriting permissions by assumption.

What to verifyA renamed or versioned file retains the correct business association; an unauthorized record cannot expose document content.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Start with one Plex ERP record and the result you want in SharePoint: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Plex ERP

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Parts Inventory Production jobs Sales orders Purchase orders Customers	Confirm support for this record type and the direction you need.

Discuss Plex ERP requirements

SharePoint

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Sites Lists List items Drive items (document libraries) Columns and content types Permissions and sharing	Confirm support for this record type and the direction you need.

Discuss SharePoint requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits

Connection requirement	Plex ERP	SharePoint
Integration interface	REST APIs plus legacy SOAP web services	Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication	Confirm the credentials, API plan, and permissions required for Plex ERP.	Confirm the credentials, API plan, and permissions required for SharePoint.
Change detection	Confirm how Stacksync detects changes for this connector and the objects you need.	Confirm how Stacksync detects changes for this connector and the objects you need.
Read access	Confirm with Stacksync	Confirm with Stacksync
Write access	Confirm with Stacksync	Confirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH

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:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Plex ERP

Integration interface: REST APIs plus legacy SOAP web services
Authentication: Confirm the credentials, API plan, and permissions required for Plex ERP.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the Plex ERP account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Plex ERP, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for Plex ERP and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

SharePoint

Integration interface: Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication: Confirm the credentials, API plan, and permissions required for SharePoint.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the SharePoint account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for SharePoint, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for SharePoint and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Plex ERP and SharePoint access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Plex ERP setup checklist

Identify the Plex ERP account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Plex ERP, including read/write support, authentication, and initial-load limits.

SharePoint setup checklist

Identify the SharePoint account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for SharePoint, including read/write support, authentication, and initial-load limits.

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Plex ERP and SharePoint planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Compare integration approaches

Choose a method around one example record and the update your business needs. Define how the Plex ERP source record should appear or trigger work in SharePoint. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit: Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Provide your table or object schemas and one example update; confirm the supported keys, fields, and direction.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Plex ERP and SharePoint record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify your record types, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when Plex ERP and SharePoint need a transformation, approval, or action outside a direct record sync.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit: Consider for a one-time Plex ERP / SharePoint migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals. Distinguish binary files from metadata and links.

Workflow scenarios and expected results

Associate SharePoint documents with Plex ERP records

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A document or metadata version in SharePoint is relevant to Inventory or Production jobs.

Keep the file/object ID, container, version, and related business record ID.
Choose whether the process moves binary content, metadata, or a link. Confirm support for each separately; a metadata row is not a file copy.
Define destination access and how moves, new versions, and deletions are handled without inheriting permissions by assumption.

Expected result: A renamed or versioned file retains the correct business association; an unauthorized record cannot expose document content.

If it fails: Verify current version and access before retrying; reconcile metadata and binary-transfer state independently.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

A record type or update is unavailable

Investigate

Check the Plex ERP and SharePoint connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Plex ERP and SharePoint

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Plex ERP SharePoint Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in SharePoint.

SharePoint Plex ERP Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Plex ERP.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Review write-back, deletion handling, update timing, and account limits with the integration team.
Review write-back, deletion handling, update timing, and account limits with the integration team.

FAQ