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ERP ⇄ CRM

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

Keep Brightpearl and DealCloud in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect Brightpearl and DealCloud

Close the gap between front office and back office: DealCloud and Brightpearl share customers and status in real time, in both directions.

DealCloud holds the customer relationship; Brightpearl runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Company, Contact, Fund, Investment in DealCloud with Invoices and payments, Custom fields, Products, Sales orders in Brightpearl field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Push invoices and payments into an accounting platform for reconciliation.
  • 04 Keep the product catalog aligned between Brightpearl and e-commerce channels, including price list changes.

Common sync patterns

Where Brightpearl manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Brightpearl stay current in DealCloud.

Where Brightpearl handles order-to-cash: closed-won flows through

A deal won in DealCloud creates or updates the customer in Brightpearl with clean data, so fulfillment and invoicing start without re-entry.

Where Brightpearl is the finance system of record: money status on the account

Invoice and payment state from Brightpearl shows on the account in DealCloud, so reps see balances before promising the next order.

What you can sync between Brightpearl and DealCloud

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.

Brightpearl objects DealCloud objects How this pairing syncs
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Contact Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Purchase orders Supplier orders synced with procurement or accounting systems. Fund Synced with incremental and full sync. Purchase orders is specific to Brightpearl and Fund to DealCloud — each maps to any object or custom field on the other side.
Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Investment Synced with incremental and full sync. Inventory and warehouses is specific to Brightpearl and Investment to DealCloud — each maps to any object or custom field on the other side.
Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. Relationship Synced with incremental and full sync. Goods-out notes is specific to Brightpearl and Relationship to DealCloud — each maps to any object or custom field on the other side.
Invoices and payments Financial documents synced to accounting platforms for reconciliation. Activity Synced with incremental and full sync. Invoices and payments is specific to Brightpearl and Activity to DealCloud — each maps to any object or custom field on the other side.
Custom fields Per-object custom attributes included in field mappings. Task Synced with incremental and full sync. Custom fields is specific to Brightpearl and Task to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Brightpearl and DealCloud

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.

Brightpearl DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.

DealCloud Brightpearl Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

Rate-limit considerations

  • Brightpearl: Requests are throttled per account under Brightpearl's API usage policies; bulk operations should use batch endpoints.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Brightpearl ⇄ DealCloud

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Brightpearl and DealCloud connectors work

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

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
How it works

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

    Choose tables

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

Brightpearl and DealCloud 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 392 integrations available for Brightpearl and DealCloud.

Popular · 8 of 392
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