BrightPearl by Sage: Add a Store in ShipWorks
Brightpearl is a multi-channel, retail-management system that brings orders, inventory, customer data, accounting, and reporting together in one place.
ShipWorks connects directly to your Brightpearl account. With one click, or on an automated schedule, your orders are downloaded from Brightpearl. As soon as you process a shipment, ShipWorks communicates the updated order status, shipping method and tracking information back to Brightpearl. This article will guide you through how to connect your BrightPearl account to ShipWorks.
We recommend that you run the latest version of the ShipWorks software. This allows you to access the latest tools and features and ensures the steps in this article will work for you. For assistance with checking your version of ShipWorks or with upgrading to the latest version, please see this help article.
In order to connect ShipWorks to your BrightPearl account you will need:
Your BrightPearl Account ID
Your BrightPearl administrator username and password.
Your ShipWorks administrator username or password.
The first step in connecting BrightPearl with ShipWorks is to create a staff member in BrightPearl. This is what ShipWorks uses to connect to your account. Using the ShipWorks API in this method does not use one of your concurrent BrightPearl user licenses.
1.https://www.brightpearl.com/account/login/nojs Log on to your BrightPearl account. Once you have logged in, click on the Settings link located at the top right of the page.
2. From the left-side menu, select Staff / Users and click Add a New Staff Member.
3. On the Add Staff Member screen, enter the following information:
First Name - ShipWorks
Last Name - API
Job Title - ShipWorks User
Job Role - Click the drop-down menu and check the box next to Warehouse / Fulfillment.
Back Office - Check the box to the left of Back Office. Then, enter a valid email address. You can use any valid email address, as long as it is not the same as your BrightPearl company email address or the email address of your other BrightPearl staff members.
4. Click the Create Staff Member button.
5. After creating the user you will be taken to the List Staff page. If you are not taken there automatically, you can click on Staff / Users List Staff.
6. On the List Staff page, click the Password link to the right of the user that you created in the above steps.
7. Enter the password. This is the password you will use in ShipWorks to connect BrightPearl. Click Save Password.
Note: You'll need to input this information into ShipWorks, so it is important that you make a record of it.
8. Next, you may wish to set the permissions for this user. To do so, click on the Permissions link to the left of the user.
9. On the User Permissions screen, ensure that API Access is enabled. It is found in the Settings column. When enabled it will have a green check-mark. If it is a red X, click on API Access to enable it.
It is also recommended that take the time to disable any other permissions to which you may not wish for this user to have access
10. Click the Save Changes button to save your User Permissions.
3. Enter the following information onto the Store Setup screen. Then, click Next.
Username: The email address associated to the ShipWorks API user in BrightPearl.
Password: The password associated to the ShipWorks API user in BrightPearl.
Time Zone of Server: The time zone that your BrightPearl Server is set to. If you are unsure, please reach out to BrightPearl.
AccountID: Your BrightPearl account ID.
4. On the Store Information screen, enter the Store Name and Address. Click, Next.
5. On the Contact Information screen, enter the appropriate contact information. Then, click Next.
Note: This information is optional.
6. The last screen of the setup wizard allows you to specify how many days worth of data to download into ShipWorks on the first download. The default is 30 days. However, by clicking on the Edit link, you can modify this date range.
You also have the option to disable uploading a shipments tracking number back to BrightPearl.
7. Click Next and then Finish to complete the setup.
8. Click Close. ShipWorks will automatically begin downloading information from BrightPearl.
For more information on using BrightPearl with ShipWorks, see the tutorial on BrightPearl's site here.
Still Need Help?
Please feel free to reach out to one of our awesome Technical Support Representatives in St. Louis. We are happy to help.
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