ml-connector
PlexMailchimp

Plex and Mailchimp integration

Plex runs manufacturing operations and finance. Mailchimp runs email marketing campaigns. Connecting them lets you target campaigns based on order history, shipment status, and inventory data from Plex, and sends Mailchimp campaign engagement back into Plex for sales follow-up and customer insights. ml-connector handles the different authentication schemes and moves the data on a schedule tied to your manufacturing and marketing calendar.

How Plex works

Plex is a cloud-native ERP and MES platform built for discrete manufacturing, with REST JSON APIs (Plex Connect) authenticated via OAuth 2.0 client credentials, and legacy SOAP XML services authenticated with Basic Auth plus a company code (PCN). Key entities include suppliers, customers, sales orders, purchase orders, invoices, parts, and GL accounts. Plex offers no native webhook system, so records are read by polling the REST API on a configurable interval (5 to 15 minutes recommended) and filtering by modified_date or created_date. The REST API is rate-limited with HTTP 429, and role-based permissions enforce which records an integration user can access.

How Mailchimp works

Mailchimp is an email marketing and audience management platform with REST API v3.0 hosted at https://{dc}.api.mailchimp.com/3.0/, where the data center (dc) is extracted from the API key. Authentication uses HTTP Basic Auth with an API key or OAuth 2.0 Authorization Code flow. Mailchimp manages lists (audiences), list members (contacts), and e-commerce orders and customers for financial tracking in marketing campaigns. The platform sends push webhooks for subscription events, list member changes, and campaign engagement (opens, clicks, unsubscribes), with HMAC-SHA1 signature verification on Transactional API events. Marketing API webhooks rely on HTTPS and secret URL protection rather than cryptographic signing.

What moves between them

The primary flow moves Plex customers into Mailchimp lists and e-commerce customer records, so campaigns can segment and target based on Plex customer attributes (location, industry, order frequency). Plex sales orders sync into Mailchimp e-commerce orders with order totals and fulfillment status. Mailchimp campaign engagement events (opens, clicks, unsubscribes) flow back into Plex customer records as interaction history for the sales team. The cadence is tied to your manufacturing and marketing calendar: Plex data is polled after order entry or shipment; Mailchimp webhooks trigger on campaign sends and opens in near-real-time.

How ml-connector handles it

ml-connector stores both credential sets encrypted and bridges the authentication gap: on the Plex side, it holds either the OAuth 2.0 client credentials (with token refresh on expiry) or the SOAP Basic Auth credentials plus PCN, and polls the REST API on your configured interval, implementing exponential backoff on HTTP 429 rate limits. On the Mailchimp side, it authenticates with Basic Auth (API key) or OAuth 2.0 and extracts the data center prefix from the API key to route requests to the correct regional endpoint. Plex customers are mapped to Mailchimp list members by email or phone number; sales orders become e-commerce order records with order total and fulfillment status. Mailchimp webhooks are registered for list member changes and campaign events, verified against the secret URL, and written back into Plex customer records as read-only interaction notes. Because Plex has no webhook support, the integration polls Plex on a fixed schedule and receives Mailchimp engagement in near-real-time via webhooks. Every record carries an audit trail and can be replayed if a downstream call fails.

A real-world example

A mid-sized discrete manufacturer in automotive supplies runs Plex for production, inventory, and customer management, and uses Mailchimp for customer newsletters and promotional campaigns. Before the integration, the marketing team manually exported customer lists from Plex and imported them into Mailchimp, losing purchase history and recent order data in the transfer. Campaign segments could not be based on actual order recency or product category. With Plex and Mailchimp connected, each new customer in Plex appears in Mailchimp within minutes, campaigns segment by order history and product shipments, and engagement metrics flow back into Plex so the sales team can see which customers opened product announcements. Month-end customer reviews are faster because recent campaign activity is already in the customer record.

What you can do

  • Sync Plex customers into Mailchimp lists and e-commerce customer records, with attributes like location and industry for segmentation.
  • Map Plex sales orders to Mailchimp e-commerce orders, including order totals and fulfillment status for financial tracking in campaigns.
  • Receive Mailchimp campaign engagement events (opens, clicks, unsubscribes) via webhooks and write them back into Plex customer records as interaction history.
  • Bridge Plex OAuth 2.0 or SOAP Basic Auth with Mailchimp Basic Auth or OAuth 2.0, refreshing tokens and handling rate limits automatically.
  • Poll Plex on a configurable schedule, retry failed syncs with exponential backoff, and maintain a full audit trail for every record.

Questions

Which direction does data move between Plex and Mailchimp?
Customers and orders flow from Plex into Mailchimp for campaign targeting. Mailchimp campaign engagement events (opens, clicks, unsubscribes) flow back into Plex customer records as interaction history for the sales team. Mailchimp has no financial or manufacturing entities to send back into Plex's ERP.
How does ml-connector handle Plex's lack of webhooks?
ml-connector polls the Plex REST API on a configurable interval (5 to 15 minutes recommended) and filters by modified_date to detect new and changed customers and orders. Mailchimp engagement is received in near-real-time via webhooks, creating an asymmetric but responsive flow.
What authentication setup is needed?
On the Plex side, ml-connector can use either OAuth 2.0 client credentials or SOAP Basic Auth with the company code (PCN). On the Mailchimp side, it uses Basic Auth with the API key (data center prefix extracted automatically) or OAuth 2.0. Both sets of credentials are stored encrypted.

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