Plex and AvidXchange integration

What moves between them

The main data flow is bidirectional. Vendor masters, purchase orders, and GL account hierarchies flow from Plex to AvidXchange, supporting invoice matching and three-way matching workflows. Invoice records with approval status, vendor coding, and amount flow from AvidXchange to Plex, populating the AP module with accruals and aging. Payment status and posted payment transactions flow back to Plex so AP aging, cash forecasts, and payment audits reflect the current state in AvidXchange. The sync runs on a schedule aligned with your payment cycle, typically weekly or biweekly.

How ml-connector handles it

ml-connector stores both OAuth credential sets encrypted and refreshes Plex and AvidXchange bearer tokens as they expire or return 401. On the Plex side it uses the OAuth token endpoint at accounts.plex.com/oauth2/token and filters API calls by modified_date to pull only changed records since the last sync. On the AvidXchange side it calls the Partner API with client credentials and company_id, mapping vendor records from Plex to AvidXchange vendor identifiers and GL accounts to AvidXchange accounting dimensions. Because both systems are poll-based, ml-connector queries each platform on a schedule you control and retries transient failures with exponential backoff. Plex rate limits are not publicly documented, so ml-connector monitors HTTP 429 responses and backs off accordingly. Each invoice and payment carries the original Plex PO reference and invoice number so reconciliation is automatic, and every record in the audit log can be replayed if a downstream call fails.

A real-world example

A mid-sized discrete manufacturer in the food and beverage industry runs Plex for production, procurement, and finance across three facilities, and uses AvidXchange to automate AP workflows and centralize payment execution. Before the integration, the AP team received invoices in AvidXchange, approved them, but then spent time each week manually coding and matching those invoices to Plex purchase orders and posting them to the GL. With Plex and AvidXchange connected, vendor masters and POs sync automatically, invoices arrive pre-matched, and payment status flows back to Plex so the AP aging report and cash forecast are always current. The manual vendor lookup and PO matching steps are eliminated.

What you can do

• •Sync vendor masters and hierarchies from Plex to AvidXchange to support invoice matching and three-way match validation.
• •Pull approved invoices from AvidXchange and post them into Plex AP with automatic PO matching and GL coding.
• •Sync GL account masters and cost center dimensions from Plex to AvidXchange to ensure invoice coding lands on valid GL accounts.
• •Track payment status and completed payments from AvidXchange and update Plex AP aging and cash forecast data on a scheduled sync.
• •Authenticate both systems with OAuth 2.0, handle token refresh on expiry, and retry transient failures with a full audit trail on every record.

Questions

Which direction does data move between Plex and AvidXchange?

Data flows both ways. Vendor masters, purchase orders, and GL accounts flow from Plex to AvidXchange to support invoice coding and matching. Approved invoices and payment status flow from AvidXchange back to Plex so AP aging, cash forecasts, and payment audits reflect the current state. Purchase orders and vendor names are the key linking fields.

Does Plex support webhooks, or does ml-connector have to poll?

Plex does not offer native webhooks, so ml-connector polls the REST API on a schedule you define, typically weekly or biweekly aligned with your payment cycle. Queries filter by modified_date to retrieve only changed records since the last sync, minimizing data transfer and API call volume.

How does ml-connector handle the different authentication methods on each side?

ml-connector stores both Plex OAuth credentials and AvidXchange Partner API credentials encrypted. It refreshes Plex bearer tokens at accounts.plex.com/oauth2/token and AvidXchange tokens via the WSO2 API Manager gateway, handling token expiry gracefully and retrying calls that return 401 with a fresh token.