Skip to content
ERP · Two-way sync platform

Brightpearl integration.

Connect your Brightpearl workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Invoices and payments, Products and Sales orders.

  • Review your systems with an integration engineer
  • Get a scoped implementation and validation plan

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Record types

Brightpearl records to discuss.

These Brightpearl record examples help scope a technical review. They are not a list of verified Stacksync operations.

Products
Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
Sales orders
Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices.
Purchase orders
Retain purchase-order and line IDs together with the supplier and legal-entity context.
See 3 more record examples
Contacts
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Inventory and warehouses
Identify stock by product/variant, location, and any lot or serial dimension; a product ID alone is insufficient.
Goods-out notes
Identify this record type and the operation you need to review with Stacksync.
Connection setup

Brightpearl connection requirements.

Review Brightpearl access and the operations your workflow needs with Stacksync. The vendor API reference below can help your administrator prepare for that discussion.

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

Integration design

Match records and fields for your Brightpearl integration.

Choose whether the integration moves master data, reports transactions, or creates an approved financial document. Preserve entity, currency, accounting period, and header/line references.

Use these design questions to prepare a representative record and the business rules your integration must preserve.

Explore record matching and field-mapping checks
BrightpearlSource record IDKeep the account and record type
Record matchingSource ID ↔ destination IDLink the same record across systems
Selected destinationDestination record IDPreserve its local key and rules
Conceptual identity model. Keep source and destination IDs linked so an update reaches the right record. Confirm the supported sync direction separately.
Match the same record in both systems
Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.
Load related records in the right order
Resolve the affected invoices and cash/account references before allocating the payment.

Mapping checks by record type

Invoices and payments

Confirm object support with Stacksync

Identity
Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.
Fields to consider
Source transaction ID · Invoice references · Amount and currency · Settlement status · Reversal reference
Related records to resolve first
Resolve the affected invoices and cash/account references before allocating the payment.
Test before going live
Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

Products

Confirm object support with Stacksync

Identity
Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
Fields to consider
Source product ID · SKU or variant reference · Description · Unit of measure · Price-list reference
Related records to resolve first
Resolve units, variants, categories, and applicable price lists before order lines.
Test before going live
Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Sales orders

Confirm object support with Stacksync

Identity
Preserve both the order ID and stable line IDs. Allow one order to relate to several shipments or invoices.
Fields to consider
Source order ID · Customer reference · Line references and quantities · Order status · Currency
Related records to resolve first
Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
Test before going live
Test a multi-line order, a partial cancellation, and two partial shipments. Compare line totals as well as the header.

Purchase orders

Confirm object support with Stacksync

Identity
Retain purchase-order and line IDs together with the supplier and legal-entity context.
Fields to consider
Source purchase-order ID · Supplier reference · Line references · Quantity · Approval status
Related records to resolve first
Resolve supplier, product, business unit, and delivery-location references before lines.
Test before going live
Test a partially received purchase order and an amendment after approval.

Contacts

Confirm object support with Stacksync

Identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Fields to consider
Source person ID · Display name · Email address · Organization reference · Consent state
Related records to resolve first
Resolve the organization relationship and any owner or consent references required by the destination.
Test before going live
Test an email change, two records sharing an email, and a person associated with multiple organizations.

Inventory and warehouses

Confirm object support with Stacksync

Identity
Identify stock by product/variant, location, and any lot or serial dimension; a product ID alone is insufficient.
Fields to consider
Product reference · Location reference · Quantity type · Quantity · As-of time
Related records to resolve first
Resolve product, unit, warehouse/location, and lot/serial references.
Test before going live
Test the same SKU in two locations, a reservation, and an older snapshot arriving late.

Download the field-mapping workbook (CSV) to capture the actual API fields, matching keys, owners, and test results. Use it as you build with your team or a Stacksync engineer.

Setup and validation

Validate the Brightpearl integration in four steps.

Reconcile totals within the same entity and currency. A repeated delivery does not post the same financial transaction twice.

View the four setup tests and expected results

  1. Confirm the intended Brightpearl account and grant

    After confirming an implementation path, validate the selected access method with the intended account and environment. Check that the authorizing user can grant access to the selected objects; test reauthorization without changing the mapped record identity.

    Expected result: The connection reaches the intended account, and the integration owner can renew or revoke the grant through the agreed procedure.

  2. Test record matching for Invoices and payments

    Using the implementation established in the compatibility review, preserve the selected source ID and resolve the required references. Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

    Expected result: Reconcile totals within the same entity and currency. A repeated delivery does not post the same financial transaction twice.

  3. Test the operation your workflow needs

    Review one Brightpearl record with a Stacksync engineer. Confirm how it should reach the other system, how often it must update, and whether your workflow needs reads, creates, or updates. Test those operations before expanding the integration.

    Expected result: The selected operation is confirmed, addresses the intended record, and exposes rejected values for repair.

  4. Test recovery and name the support owner

    For the confirmed implementation, interrupt a non-production transfer and restore access. Establish whether recovery uses the current source state or a stored historical event, and verify that repeated delivery preserves record identity.

    Expected result: The records have the expected current values, repeated delivery creates no duplicate business record, and your team knows who handles unresolved errors.

Use the production-readiness checklist to record test results, assign support owners, and agree on when to go live.

Troubleshooting

Troubleshoot your Brightpearl integration.

Diagnose record matching, delayed changes, and rejected operations
A Brightpearl record appears under the wrong destination record
Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents. Resolve the affected invoices and cash/account references before allocating the payment. Repair the ID relationship before repeating the operation.
The first load looks correct but later results differ
Confirm the selected Brightpearl implementation’s change-detection method for Invoices and payments, Products and Sales orders. Compare later changes with the original source rather than using a successful initial copy as evidence of ongoing capture.
One operation succeeds while another is rejected
Check the specific Brightpearl object, field permissions, required references, and allowed operation. A successful read does not establish that a create, update, deletion, or business action is available.

Review retry, replay, and recovery behavior before repeating an operation that may already have succeeded.

Review your Brightpearl workflow with an engineer

Brightpearl integration guides

FAQ

Brightpearl connector FAQ

How should I plan an integration with Brightpearl?

Choose whether the integration moves master data, reports transactions, or creates an approved financial document. Preserve entity, currency, accounting period, and header/line references. Confirm the connection and read/write operations with Stacksync. Start with one workflow, agree on which fields each system owns, then test initial data, later changes, and recovery before expanding.

Can the Brightpearl connector write changes back?

Write-back support is not established for this connection. Review the Brightpearl records and fields you need with a Stacksync engineer, then test the required operation with a representative record.

Which identifiers should I preserve for Brightpearl data?

Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.

Which related records should I load first for Brightpearl?

Resolve the affected invoices and cash/account references before allocating the payment.

How do I validate Brightpearl changes after the initial load?

Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction. Reconcile totals within the same entity and currency. A repeated delivery does not post the same financial transaction twice.

What should I include when estimating Brightpearl integration costs?

Estimate the number of Invoices and payments, Products and Sales orders records, the history to load, ongoing changes, and required environments. Include API access, the integration service, destination storage or processing, and the work to maintain mappings and recover from errors. Review current provider pricing against that workload, including any account or API upgrades.

Explore Brightpearl connections

Choose the other system in your workflow. Each guide explains the connection options, available operations, field mapping, and setup checks for that pair.

255 integration guides

CRM · 41

ERP · 39

Database · 50

Data warehouse · 29

Business productivity · 28

Accounting and finance · 16

AI · 5

Analytics · 7

E-commerce · 8

Human resources · 13

Marketing · 9

Security and identity · 6

Storage · 4

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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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 2SSH TunnellingSSL certificatesIP WhitelistingVPN gatewayVPC peeringand more
Coworkers laughing in front of a laptop in a casual office setting

Connect the systems your business runs on.
Build your next workflow with Stacksync.

Book a demo Get started