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Unlock Seamless Operations: Brightpearl & Epicor Integration

Streamline your retail, financial, and supply chain workflows with real-time data synchronization and intelligent automation between Brightpearl OMS and Epicor ERP.

The Challenge

The Disconnected Enterprise: Why Brightpearl & Epicor Need Integration

Without a robust integration, businesses relying on both Brightpearl for retail/OMS and Epicor for core ERP functions face significant operational hurdles. Manual data transfer, delays, and inconsistencies plague critical processes, hindering growth and impacting customer satisfaction.

  • Manual data entry leads to errors and delays in order processing and financial records.
  • Inaccurate, delayed inventory synchronization causes overselling, stockouts, and customer frustration.
  • Disparate customer data across systems results in fragmented views and poor personalization.
  • Slow financial reconciliation due to manual payment posting and invoice matching.
  • Lack of real-time visibility into the complete order-to-cash cycle and supply chain.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Brightpearl & Epicor Powered by iPaaS & AI

Our iPaaS-driven integration solution seamlessly connects Brightpearl and Epicor, transforming your operations from fragmented to fully harmonized. Leveraging pre-built connectors, low-code automation, and AI intelligence, we ensure real-time data flow, automate complex workflows, and provide a single source of truth for your business.

  • Real-time, event-driven data synchronization
  • Bi-directional data flow for key entities (Orders, Products, Customers, Inventory)
  • Advanced data mapping and transformation engine
  • Robust error handling and automated retry mechanisms
  • AI-powered data validation and anomaly detection
Implementation Timeline

Go live with Brightpearl + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Brightpearl and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Brightpearl + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time, event-driven data synchronization
  • Bi-directional data flow for key entities (Orders, Products, Customers, Inventory)
  • Advanced data mapping and transformation engine
  • Robust error handling and automated retry mechanisms
  • AI-powered data validation and anomaly detection
  • Low-code/no-code workflow design for business agility
  • Centralized monitoring and governance dashboards

Technical Integration Details: Brightpearl & Epicor Connectivity

Our iPaaS solution provides a robust and flexible framework for connecting Brightpearl and Epicor, leveraging their respective APIs to ensure secure, scalable, and real-time data exchange. We focus on event-driven architecture, intelligent data transformation, and comprehensive error management.

Data Flow Steps

Connect & Authenticate: Establish secure connections to Brightpearl (OAuth 2.0) and Epicor (OAuth 2.0 / token-based) using dedicated iPaaS connectors.

Define Event Triggers: Configure Brightpearl webhooks for key events (e.g., new `Sales Order`, `Inventory` change) or Epicor BPMs/scheduled polls for data changes.

Design Workflows: Utilize the low-code visual designer to orchestrate data flow, transformation, and business logic between systems.

Map Entities & Fields: Visually map Brightpearl `Sales Order` to Epicor `SalesOrder`, Brightpearl `Product` to Epicor `Part`, etc., with AI-assisted suggestions.

Implement Transformations & Validations: Apply data cleansing, enrichment, and validation rules (e.g., address validation, price calculations).

Error Handling & Retries: Configure automated retry logic with exponential backoff and dead-letter queues for failed transactions.

Deploy & Monitor: Publish workflows to production, then monitor performance, logs, and alerts from a centralized dashboard.

Data Touchpoints

Brightpearl: Sales Order, Product, Customer (Contact), Inventory (Product Stock), Shipment (Goods Out Note), Payment, Purchase Order, Credit Note.
Epicor: Customer, SalesOrder, Part (Product), Supplier, PurchaseOrder, Invoice (AR Invoice), JobHead (Production Order), CashReceipt, GLAccount.

"Brightpearl (Source Events: Sales Order, Inventory Change, Customer, Payment) --> iPaaS (Connectors, Data Mapping, AI Validation, Business Logic, Error Handling) --> Epicor (Target APIs: SalesOrder, Part, Customer, CashReceipt, APInvoice, JobHead) / Epicor (Source Events: Part Inventory Change, Job Status) --> iPaaS --> Brightpearl (Target APIs: Product Stock, Shipment, Credit Note)."

Pricing

Simple, transparent pricing for Brightpearl + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Brightpearl

Integrating Brightpearl fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for Brightpearl & Epicor

Harmonizing data between Brightpearl's retail-focused entities and Epicor's comprehensive ERP structure is crucial. Our iPaaS provides intelligent, visual mapping capabilities to ensure accurate and consistent data flow for core business objects.

Sales Order

The central transaction record for customer purchases.

Brightpearl Fields

orderId contactId orderRows (productId, quantity, unitPrice) shippingAddress billingAddress orderStatus paymentStatus createdDate channelId

Epicor Fields

OrderNum OrderDate CustNum ShipToNum PONum OrderAmt OrderStatus NeedByDate OrderDtl (PartNum, OrderQty, UnitPrice)

Mapping Notes

Brightpearl `orderId` often maps to Epicor `PONum` or a custom field. `orderRows` requires complex mapping to Epicor `OrderDtl` for individual items, quantities, and pricing. `shippingAddress` and `billingAddress` map to Epicor's `ShipTo` and `BillTo` details. `channelId` can inform Epicor's order source.

Next Steps

See Brightpearl + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order to Epicor Sales Order & Fulfillment

Capture new sales orders from Brightpearl (originating from eCommerce) and automatically create corresponding Sales Orders in Epicor, initiating fulfillment.

Integration Steps:

  1. 0 New order placed on eCommerce platform, captured by Brightpearl (eCommerce Order to Brightpearl Sales Order & Inventory Allocation workflow).
  2. 1 Brightpearl Sales Order event triggers the iPaaS.
  3. 2 iPaaS maps Brightpearl's `Sales Order` data (including `orderRows`, `shippingAddress`, `contactId`) to Epicor's `SalesOrder` and `OrderDtl` entities.
  4. 3 AI-powered validation checks address accuracy and flags potential fraud.
  5. 4 A new `SalesOrder` is created in Epicor, allocating inventory.
  6. 5 Epicor triggers fulfillment processes (e.g., creating a shipment).
  7. 6 Epicor's shipment confirmation updates Brightpearl's `Shipment` status (3PL Shipment Confirmation & Tracking Update workflow).
  8. 7 Brightpearl updates eCommerce with tracking information.

Business Outcome

Faster, error-free order processing, real-time inventory allocation, improved fulfillment efficiency, and accurate customer communication.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Real-time Inventory Accuracy
Synchronize inventory levels from Epicor to Brightpearl (and then to all sales channels) in real-time, preventing overselling and improving customer satisfaction.
Accelerated Order-to-Cash Cycle
Automate sales order creation in Epicor from Brightpearl, payment posting, and invoice reconciliation, drastically reducing manual effort and processing times.
Unified Customer Experience
Harmonize customer data across Brightpearl and Epicor, providing a single, consistent view for sales, service, and marketing teams.
Reduced Operational Costs
Eliminate manual data entry, reduce labor costs associated with reconciliation and error correction, and minimize losses from overselling or stockouts.
Enhanced Financial Visibility
Achieve faster and more accurate financial reporting with automated reconciliation of payments and accounting entries in Epicor.
Improved Decision Making
Access to real-time, consistent data across both systems provides better insights for demand planning, procurement, and strategic growth.
Scalability for Growth
A robust, scalable integration infrastructure supports increased transaction volumes and new sales channels without compromising performance.

Real-time Inventory Accuracy

99%+ Inventory Accuracy

📋 What You Get

Synchronize inventory levels from Epicor to Brightpearl (and then to all sales channels) in real-time, preventing overselling and improving customer satisfaction.

💼 Business Impact

This benefit directly contributes to 99%+ improvement in Inventory Accuracy, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Brightpearl + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Brightpearl and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Brightpearl + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /orders-service/order Create a new sales order in Brightpearl from an eCommerce platform or POS system.
GET /orders-service/order/{orderId} Retrieve details of a specific sales order, often used for status updates or fulfillment information.
GET /product-service/product/{productId}/availability Fetch real-time inventory availability for a specific product, crucial for multi-channel inventory sync.
PUT /product-service/product/{productId} Update existing product details (e.g., price, description, attributes) in Brightpearl.
POST /contact-service/contact Create a new customer (contact) record in Brightpearl from a CRM or eCommerce system.
POST /warehouse-service/goods-out-note Create a Goods Out Note (GON) to initiate shipment from Brightpearl, often sent to a 3PL/WMS.
POST /financial-service/journal Create general ledger journal entries for accounting reconciliation.

Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to numeric, date formats).
  • Value Mapping: Map picklist values (e.g., Brightpearl `orderStatus` to Epicor `OrderStatus`).
  • Data Enrichment: Augment data with additional information (e.g., add default GL accounts to Epicor `CashReceipts`).
  • Conditional Logic: Apply rules based on data values (e.g., route orders from specific `channelId` to a particular Epicor `Plant`).
  • Aggregation/Disaggregation: Combine multiple Brightpearl `orderRows` into Epicor `OrderDtl` array or split Epicor `PartPlant` inventory by Brightpearl `warehouseId`.
  • Address Standardization: Cleanse and standardize shipping/billing addresses using external services or AI.

🛡️ Error Handling

  • Brightpearl API rate limit exceeded: iPaaS implements throttling and retries.
  • Epicor `PartNum` not found for a `SalesOrder` line item: Route to DLQ, alert, AI suggests similar `PartNum`.
  • Invalid `CustNum` in Epicor during `SalesOrder` creation: Attempt to create new `Customer` or route to DLQ for manual linking.
  • Network transient errors: Automated retries with exponential backoff.
  • Data format mismatch: AI suggests transformation rule, or route to DLQ for manual correction.
Pricing

Simple, transparent pricing for Brightpearl + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

What are the primary benefits of integrating Brightpearl with Epicor?
The primary benefits include real-time inventory synchronization (preventing overselling), automated order processing (faster fulfillment), unified customer data, accelerated financial reconciliation, and reduced manual errors, leading to significant cost savings and operational efficiency.

Technical FAQs

How does the integration handle inventory synchronization between Brightpearl and Epicor?
Our iPaaS solution enables real-time, event-driven inventory synchronization. When stock levels change in Epicor (e.g., due to production or sales), an event triggers an update to Brightpearl's 'Product Stock' entity, which then propagates to all connected eCommerce channels, ensuring accurate availability.
How does the integration handle API rate limits from Brightpearl and Epicor?
Our iPaaS is designed to intelligently manage API rate limits. It employs strategies such as adaptive throttling, message queuing, intelligent batching for bulk operations, and exponential backoff for retries to ensure optimal throughput and prevent service disruptions, even during high-volume periods.

iPaaS Capabilities FAQs

Can I use low-code/no-code tools to manage my Brightpearl-Epicor workflows?
Absolutely. Our modern iPaaS platform provides intuitive low-code/no-code tools, including a visual drag-and-drop workflow designer and AI-assisted mapping. This empowers business users and citizen integrators to build, modify, and manage complex Brightpearl-Epicor integrations without extensive coding.

AI Features FAQs

What kind of AI enhancements are included in this integration solution?
AI significantly augments workflows with features like AI-assisted field mapping suggestions, intelligent data validation (e.g., address cleansing, fraud detection), anomaly detection in transaction data, and automated error resolution suggestions. This enhances data quality and reduces manual intervention.

Data Flow FAQs

Is it possible to synchronize customer data bi-directionally between Brightpearl and Epicor?
Yes, bi-directional customer data synchronization is a key feature. Our iPaaS harmonizes customer records, de-duplicates entries, and uses AI-assisted data quality checks to ensure a unified customer profile across Brightpearl (often the CRM hub) and Epicor, preventing data conflicts.

Security & Compliance FAQs

What security measures are in place for the Brightpearl-Epicor integration?
We implement enterprise-grade security, including OAuth 2.0/token-based authentication, HTTPS/TLS 1.2+ encryption for data in transit, data at rest encryption, least-privilege access for API users, secure secrets management, and comprehensive audit trails, ensuring compliance with standards like GDPR and PCI DSS.

Error Handling FAQs

How do I handle errors or data discrepancies in the integration?
The solution includes robust error handling: comprehensive logging, automatic retries with exponential backoff for transient issues, dead-letter queues for persistent errors requiring manual review, and real-time alerts. AI can also assist in classifying errors and suggesting resolutions to minimize data loss and downtime.
Implementation Timeline

Go live with Brightpearl + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Brightpearl and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Brightpearl + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Brightpearl + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Brightpearl + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.