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ERP ⇄ Business productivity

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

Keep Plex ERP and Smartsheet 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 Plex ERP and Smartsheet

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Smartsheet and Plex ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Smartsheet 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Users and Groups, Sheets, Rows, Columns in Smartsheet 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 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
  • 02 Pull Reports and Sheets into a warehouse for cross-project reporting and dashboards without manual CSV exports.
  • 03 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • 04 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.

Common sync patterns

Where Smartsheet faces customers and Plex ERP carries account records

Order, invoice, or account status from Plex ERP appears alongside the customer in Smartsheet, so front-line teams answer from live data.

Where Plex ERP is the HR or people system of record

Worker and organization data from Plex ERP stays current in Smartsheet, 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 Plex ERP and Smartsheet

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.

Plex ERP objects Smartsheet objects How this pairing syncs
Purchase orders Procurement records mirrored to accounting and planning systems Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. Purchase orders is specific to Plex ERP and Users and Groups to Smartsheet — each maps to any object or custom field on the other side.
Customers Account records kept consistent with the sales team's CRM Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. Customers is specific to Plex ERP and Sheets to Smartsheet — each maps to any object or custom field on the other side.
Suppliers Vendor records aligned with procurement and AP tools Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Suppliers is specific to Plex ERP and Rows to Smartsheet — each maps to any object or custom field on the other side.
Shipments Outbound logistics records synced to trading partners and tracking systems Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. Shipments is specific to Plex ERP and Columns to Smartsheet — each maps to any object or custom field on the other side.
Quality records Checksheet and inspection data pulled into plant dashboards Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. Quality records is specific to Plex ERP and Cells to Smartsheet — each maps to any object or custom field on the other side.
Parts Item master records shared with CRM, e-commerce, and planning tools Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Parts is specific to Plex ERP and Reports to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between Plex ERP and Smartsheet

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.

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

Smartsheet Plex ERP Sub-second propagation

DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.

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

Rate-limit considerations

  • Plex ERP: Subject to the platform's API rate limits.
  • Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Plex ERP ⇄ Smartsheet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Plex ERP or Smartsheet 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 Plex ERP or Smartsheet record.

Observability

Monitoring

Track your Plex ERP ⇄ Smartsheet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Plex ERP and Smartsheet.

How the Plex ERP and Smartsheet connectors work

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

Smartsheet

Integration surface
REST API (v2.0)
Authentication
OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
Change detection
Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
Capabilities
read · write · webhooks
Rate limits
300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works

How to connect Plex ERP to Smartsheet — 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 Plex ERP and Smartsheet 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
    Plex ERP connected
    Smartsheet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Plex ERP and Smartsheet 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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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 510 integrations available for Plex ERP and Smartsheet.

Popular · 5 of 510
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