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ERP ⇄ CRM

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

Keep Brightpearl and Close 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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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Brightpearl and Close

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

Close 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 Smart Views, Leads, Contacts, Opportunities in Close with Custom fields, Products, Sales orders, Purchase 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

  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Land order and margin data in a warehouse for retail performance reporting.
  • Sync Brightpearl sales orders and fulfillment status with a CRM so sales and support see order state without switching tools.

Where Brightpearl manages people and org data: keep Close aligned

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

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

A deal won in Close 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 Close, so reps see balances before promising the next order.

What you can sync between Brightpearl and Close

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 Close objects
Sales orders Orders from all channels; the central object for fulfillment and revenue syncs. Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems.
Purchase orders Supplier orders synced with procurement or accounting systems. Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics.
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Tasks Follow-up items assigned to users; synced for workload and SLA reporting.
Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Custom Activities User-defined activity types with their own custom fields, mapped like standard activities.
Goods-out notes Fulfillment documents that carry picking and shipping status back to order sources. Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs.
Invoices and payments Financial documents synced to accounting platforms for reconciliation. Users Sales reps referenced as owners on leads, opportunities, and activities.
What ships with Brightpearl ⇄ Close

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Brightpearl or Close 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 Close record.

Observability

Monitoring

Track your Brightpearl ⇄ Close 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 Close.

How the Brightpearl and Close 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

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers
How it works

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

    Choose tables

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

Brightpearl and Close integration FAQ

SECURITY

Security teams love 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
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Brightpearl and Close.

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