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Brightpearl and Infor WMS integration

Plan how Brightpearl and Infor WMS should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Your integration scope

Start with the update your team needs

Bring the source, destination, and record types. A Stacksync engineer will help establish the available implementation path.

Review the integration scope

Build the right connection

Turn your integration requirement into a clear implementation path

Explore a Brightpearl and Infor WMS integration with a Stacksync engineer. Stacksync support for Brightpearl and Infor WMS is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

01 / Business process

Start with one meaningful update

Identify the record that changes in Brightpearl or Infor WMS, where it needs to appear, and which team depends on it.

02 / Data access

Establish the available connection

Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.

03 / Success criteria

Define a result you can verify

Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.

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Data and connection referencesAvailable documentation, candidate record relationships, and questions for your technical review.

Record coverage for your integration

Compare the record types in Brightpearl and Infor WMS, then choose the ones your workflow needs. Check each record's read and write support before mapping fields between systems.

Brightpearl

Record types to review with Stacksync

Object or data typeCoverage and checks
ProductsConfirm support for this record type and the direction you need.
Sales ordersConfirm support for this record type and the direction you need.
Purchase ordersConfirm support for this record type and the direction you need.
ContactsConfirm support for this record type and the direction you need.
View 2 more record types
Object or data typeCoverage and checks
Inventory and warehousesConfirm support for this record type and the direction you need.
Goods-out notesConfirm support for this record type and the direction you need.
Discuss Brightpearl requirements

Infor WMS

Record types to review with Stacksync

Object or data typeCoverage and checks
ItemsConfirm support for this record type and the direction you need.
InventoryConfirm support for this record type and the direction you need.
Receipts / ASNsConfirm support for this record type and the direction you need.
Shipment OrdersConfirm support for this record type and the direction you need.
View 2 more record types
Object or data typeCoverage and checks
WavesConfirm support for this record type and the direction you need.
TasksConfirm support for this record type and the direction you need.
Discuss Infor WMS requirements

Connection requirements and limits

Brightpearl

Integration interface
REST API, organized into services (order, product, contact, warehouse, accounting)
Authentication
Confirm the credentials, API plan, and permissions required for Brightpearl.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync

Limitations to check

  • Confirm Stacksync support for Brightpearl and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Infor WMS

Integration interface
REST API via the Infor OS / ION API gateway (cloud deployments run inside Infor CloudSuite)
Authentication
Confirm the credentials, API plan, and permissions required for Infor WMS.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync

Limitations to check

  • Confirm Stacksync support for Infor WMS and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare your technical review

Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.

Implementation reference

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet

CSV · No email required · Record matching, ownership, and test cases

Business processSales orders Shipment Orders

Order-to-fulfillment handoff: Brightpearl Sales orders provides context for Infor WMS Shipment Orders. These are related records, not equivalent entities.

Brightpearl
Object support to establish
Infor WMS
Object support to establish

Record identity

Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.

Field ownership

The fulfillment owner decides when an approved order can ship and how cancellations are handled.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record matchingProducts Items

Compare whether Brightpearl Products and Infor WMS Items describe the same product or catalog item in your business.

Brightpearl
Object support to establish
Infor WMS
Object support to establish

Record identity

Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.

Field ownership

Assign ownership for catalog content, price, and stock separately.

Fields to include

  • Source product ID
  • SKU or variant reference
  • Description
  • Unit of measure
  • Price-list reference
Record matchingInventory and warehouses Inventory

Compare whether Brightpearl Inventory and warehouses and Infor WMS Inventory describe the same inventory or stock position in your business.

Brightpearl
Object support to establish
Infor WMS
Object support to establish

Record identity

Identify stock by product/variant, location, and any lot or serial dimension; a product ID alone is insufficient.

Field ownership

Choose the stock authority and distinguish available, reserved, and physical quantities.

Fields to include

  • Product reference
  • Location reference
  • Quantity type
  • Quantity
  • As-of time

Architecture decision

Choose how to connect your systems

Choose a method around one example record and the update your business needs. Use Sales orders / Shipment Orders to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Link the order and selected line IDs to separate fulfillment IDs; allow split shipments. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Brightpearl and Infor WMS record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Sales orders / Shipment Orders, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Sales orders / Shipment Orders handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Brightpearl / Infor WMS migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow reference

From a business event to the right update

Open a workflow to see its trigger, record relationships, and expected result.

Sales order process handoff

Starting event: A change to the selected Sales orders or Shipment Orders record needs a defined result in the other system.

  1. Start with Brightpearl Sales orders and Infor WMS Shipment Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Product or catalog item sync test

Starting event: A change to the selected Products or Items record needs a defined result in the other system.

  1. Start with Brightpearl Products and Infor WMS Items. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve units, variants, categories, and applicable price lists before order lines.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Inventory or stock position sync test

Starting event: A change to the selected Inventory and warehouses or Inventory record needs a defined result in the other system.

  1. Start with Brightpearl Inventory and warehouses and Infor WMS Inventory. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve product, unit, warehouse/location, and lot/serial references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test the same SKU in two locations, a reservation, and an older snapshot arriving late.

If it fails: Reconcile the latest stock position before retrying; do not apply an old absolute quantity after new movements.

Reconcile Brightpearl business records with Infor WMS

Starting event: A finance-owned record in Brightpearl needs operational visibility through Items or Inventory.

  1. Select Products or Sales orders with the correct legal entity, period, and currency.
  2. Define a reporting relationship in Infor WMS; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Production readiness

Test the behavior your business depends on

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Sales orders / Shipment Orders

Test case

Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.

Expected result

The expected sales order relationship is preserved with no duplicate action or unintended write.

Products / Items

Test case

Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Expected result

The expected product or catalog item relationship is preserved with no duplicate action or unintended write.

Inventory and warehouses / Inventory

Test case

Test the same SKU in two locations, a reservation, and an older snapshot arriving late.

Expected result

The expected inventory or stock position relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failure recovery

Find the cause. Restore the data flow.

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated sales order change

Investigate

Inspect Brightpearl Sales orders and Infor WMS Shipment Orders, their IDs, and the destination error.

Next action

Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.

Rejected or repeated product or catalog item change

Investigate

Inspect Brightpearl Products and Infor WMS Items, their IDs, and the destination error.

Next action

Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Rejected or repeated inventory or stock position change

Investigate

Inspect Brightpearl Inventory and warehouses and Infor WMS Inventory, their IDs, and the destination error.

Next action

Reconcile the latest stock position before retrying; do not apply an old absolute quantity after new movements.

A record type or update is unavailable

Investigate

Check the Brightpearl and Infor WMS connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

How updates move between Brightpearl and Infor WMS

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Brightpearl Infor WMS Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Infor WMS.

Infor WMS Brightpearl Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Brightpearl.

Update timing and record limits

  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Brightpearl and Infor WMS access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Brightpearl setup checklist

  • 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.

Infor WMS setup checklist

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

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Brightpearl and Infor WMS planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

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FAQ

Brightpearl and Infor WMS integration FAQ

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Related integrations

Review documented support, sync direction, and setup requirements on each pair page. Search all 393 integrations listed for Brightpearl and Infor WMS.

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