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ERP ⇄ CRM

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

Keep Brightpearl and Salesforce 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 Salesforce

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

Salesforce 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 Tasks and Events, Products and Price Books, Custom Objects, Accounts in Salesforce with Goods-out notes, Invoices and payments, Custom fields, Products 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

  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.
  • 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.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Brightpearl manages people and org data: keep Salesforce aligned

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

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

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

What you can sync between Brightpearl and Salesforce

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 Salesforce objects
Custom fields Per-object custom attributes included in field mappings. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Products SKU records with variants and price lists, synced with e-commerce and ERP catalogs. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Sales orders Orders from all channels; the central object for fulfillment and revenue syncs. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
Purchase orders Supplier orders synced with procurement or accounting systems. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Contacts Customers and suppliers in one contact model, matched to CRM records by email or reference. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
Inventory and warehouses On-hand and allocated stock by warehouse, read for availability publishing. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
What ships with Brightpearl ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Brightpearl or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Brightpearl ⇄ Salesforce 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 Salesforce.

How the Brightpearl and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Brightpearl and Salesforce 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 Salesforce.

Popular · 8 of 386
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