BrightPearl Integration Setup Guide

This guide explains how to connect your BrightPearl account to Helm, enabling automated order import, real-time inventory synchronisation, and centralised fulfilment so you can manage BrightPearl alongside other sales channels from a single interface.

Last updated 4 months ago

What is BrightPearl

BrightPearl is a cloud-based retail and wholesale management system that helps businesses manage orders, inventory, customers, and accounting. Integrating BrightPearl with Helm allows you to automate order imports, synchronise stock, streamline fulfilment, and maintain accurate order and financial data across all connected channels.

PROS ✅

CONS ❌

Centralises order and inventory management across multiple channels.

Requires a valid BrightPearl account with API access enabled.

Real-time stock synchronisation between BrightPearl and Helm.

Product SKUs must match across BrightPearl and Helm for accurate synchronisation.

Supports automated fulfilment and order workflow management.

Custom workflows may require additional mapping or setup within BrightPearl.

Reduces overselling and manual entry errors.

Step-by-Step Setup

Step 1 — Start the BrightPearl integration in Helm

  1. Log in to your Helm account.

  2. Navigate to Settings → Sales Channels.

  3. Click Add New Channel, search for BrightPearl, and select Add / Install.

Note: You must have an active BrightPearl account with API credentials.

Step 2: Obtain and Enter Your Credentials

BrightPearl will provide the credentials required for integration. In Helm, fill out the following fields with the details provided:

  • Name – Assign a clear label (e.g., BrightPearl Integration).

  • Account Code – Enter the Account Code provided by BrightPearl.

  • Event Owner ID – Enter the Event Owner ID provided by BrightPearl.

  • Order Statuses – Select the order statuses you want to import from BrightPearl (e.g., New, Processing).

  • Payment Statuses – Select the payment statuses you want to import (e.g., Paid, Pending).

Ensure credentials are copied exactly as provided to avoid connection issues.

Optional configuration tabs include:

Adjust these parameters in accordance with your business protocols.

  • Credentials – Choose any additional configuration settings to tailor the integration to your operational requirements.

  • Settings – Select the warehouse from which goods will be despatched for this integration and select any additional settings you may require.

  • Stock Control – Enable Auto Sync Stock to maintain inventory parity.

  • Brand – Configure your Company Information for this sales channel; by default, details from General Settings will be used.

  • Commercial Invoice – Set up Commercial Invoice Information specific to this channel, or retain those from General Settings.

  • Despatch Emails – Decide whether Helm should transmit order despatch emails with carrier tracking information; configure as required.

  • Feedback Emails – Elect to send order feedback emails; configure accordingly.

🔐 Credentials must correspond with those used to access your BrightPearl account.

Step 3 — Save and activate

Click Submit (or Save) to store your credentials.

Helm will attempt to connect to BrightPearl. On success, the channel will be active, and orders, stock, and fulfilment updates will begin synchronising automatically.

Completion

Your BrightPearl channel is now fully integrated with Helm. Orders will import automatically, inventory levels will remain accurate, and fulfilment updates will synchronise in real time. This centralised integration ensures efficient operations, reduces manual errors, and provides a single point of control across all connected sales channels.