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Business productivity ⇄ ERP

Agiloft to Brightpearl integration — real-time, two-way sync

Keep Agiloft and Brightpearl 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 Agiloft and Brightpearl

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Agiloft 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Approvals, Tasks, Clause Library, Custom tables in Agiloft with Sales orders, Purchase orders, Contacts, Inventory and warehouses in Brightpearl 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 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 02 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 03 Mirror inventory levels from Brightpearl into a database that feeds availability to storefronts and marketplaces.
  • 04 Push invoices and payments into an accounting platform for reconciliation.

Common sync patterns

Where Agiloft faces customers and Brightpearl carries account records

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

Where Agiloft collects payments: transactions post through

Payment events sync into Brightpearl as they occur, keeping the enterprise records current without manual entry.

Where Brightpearl is the HR or people system of record

Worker and organization data from Brightpearl stays current in Agiloft, so the tools people use daily reflect the org as it actually is.

What you can sync between Agiloft and Brightpearl

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.

Agiloft objects Brightpearl objects How this pairing syncs
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Purchase orders Supplier orders synced with procurement or accounting systems. Approvals is specific to Agiloft and Purchase orders to Brightpearl — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Tasks is specific to Agiloft and Contacts to Brightpearl — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Clause Library is specific to Agiloft and Inventory and warehouses to Brightpearl — each maps to any object or custom field on the other side.
Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. Custom tables is specific to Agiloft and Goods-out notes to Brightpearl — each maps to any object or custom field on the other side.
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Invoices and payments Financial documents synced to accounting platforms for reconciliation. Contracts is specific to Agiloft and Invoices and payments to Brightpearl — each maps to any object or custom field on the other side.
Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. Custom fields Per-object custom attributes included in field mappings. Companies is specific to Agiloft and Custom fields to Brightpearl — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Brightpearl

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.

Agiloft Brightpearl Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

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

Brightpearl Agiloft Sub-second propagation

DetectionBrightpearl notifies Stacksync of record changes through webhook events. Webhooks for object created/updated events, with resource search polling as a fallback.

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

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
  • Brightpearl: Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints.
What ships with Agiloft ⇄ Brightpearl

Connect Agiloft and Brightpearl for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Brightpearl connection.

Real-time

Two-way sync

Changes in Agiloft or Brightpearl instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Brightpearl 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 Agiloft or Brightpearl record.

Observability

Monitoring

Track your Agiloft ⇄ Brightpearl sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and Brightpearl.

How the Agiloft and Brightpearl connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

Brightpearl

Integration surface
REST API, organized into services (order, product, contact, warehouse, accounting)
Authentication
OAuth 2.0 (authorization code grant) for current apps; legacy private and public apps authenticate with app reference and account token headers
Change detection
Webhooks for object created/updated events, with resource search polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints
How it works

How to connect Agiloft to Brightpearl — 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 Agiloft and Brightpearl 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
    Agiloft connected
    Brightpearl connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Brightpearl 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 · Agiloft ⇄ Brightpearl
    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
    Agiloft Brightpearl
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Agiloft and Brightpearl 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 408 integrations available for Agiloft and Brightpearl.

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