A Step-by-Step Guide to Integrating Ariba and Brightpearl for Enhanced Business Operations
Getting Started: Connecting Your Accounts
To integrate Brightpearl with Integration, follow these instructions to connect your personal portal with Brightpearl:
Connect Brightpearl
- Go to the General Settings of BrightConnect, enter your Brightpearl Account code, and click on the "Connect" button.
This redirects you to the Brightpearl Login page for login (if not already logged in).
2. Log into Brightpearl with your credentials.
3. Click on “Approve” to allow BrightConnect access to your Brightpearl data.
You will be redirected back to BrightConnect’s General settings page with a success message.
4. Click on the second button, as shown below, to complete the connection process.
5. Once Brightpearl is connected, our system will start fetching all necessary data from Brightpearl and notify you via email upon completion. Configure the sync by going to the Settings page of BrightConnect.
Connect BrightConnect With Ariba
- Contact Ariba Support to get your API keys (From Ariba To identity, From identity, Sender identity, Sender Shared secret).
- Log into the Portal.
3. Navigate to “Settings” > “API Settings” in the sidebar menu.
Viewing Order & Invoice Sync Logs and Stats in Dashboard
BrightConnect’s Dashboard displays easy-to-read stats, along with Order and Invoice logs, showing the sync status of orders and invoices between Brightpearl and Ariba.
The Order logs enable us to view orders that have successfully synced or failed to sync from Ariba to Brightpearl. Users can easily re-sync the failed orders from these logs.
Similarly, Invoice logs display the sync status of invoices from Brightpearl to Ariba.
Instructions To Get Started
BrightConnect enables you to connect Brightpearl with Ariba SAP Supplier, enhancing your productivity significantly. Easily sync all Purchase Orders from Ariba to Brightpearl as a Sales & Invoice Buyer, and our integration will also sync invoices back to Ariba when an order is invoiced.
1. Email us at contact@apiworx.com to set up an account for you.
2. Once we create an account for you, you'll receive an email with login details. Log in to the Portal and go to the settings page to configure your integration.
3. Access the API settings to connect your Brightpearl account and Ariba.
See:
- How to obtain Brightpearl API keys & connect them?
- How to obtain Ariba API Keys & connect them?
4. Under the 'Ariba' tab in Settings, set the default values the system will use while creating Sales in Brightpearl. You can also add fixed default values to your Sales' custom fields.
5. Match Brightpearl Products to Ariba Items
Our portal matches Brightpearl products to Ariba items using the unique ID. Select a field from both platforms where you store the unique ID of your product/item.
If you're not maintaining a Unique ID between the platforms, our BrightConnect app allows for manual mapping of products between platforms. See here for more details.
6. Add Items to the Skip List While Syncing the Invoice to Ariba
Exclude products/items like shipping fees, additional sales tax, or other charges from invoices to Ariba, as Ariba only accepts line items included in the PO.
7. Set your Default 'Ship From' and 'Bill From' Addresses to be used in the Ariba Invoice.
8. Add a Special Handling Fee to the Invoice if needed. This fee can be applied in two ways: a fixed amount to each invoice or based on the total order amount.
Your BrightConnect configuration to start syncing is complete! If you have any questions, please email us at contact@apiworx.com.
How to Map Items Between Platforms?
Under Settings, there is an option to match products between the platforms using a unique ID. You can select a field from both platforms where you store the unique ID of your product/item. The system will automatically use this field to map the items. If some of your items do not have a unique key, don't worry! We provide an option to map these items according to your needs. The Item Mapping page allows you to view all items, map them, and update their mapping. You can also filter the items by their mapping status.
How to Map Customers Between Platforms?
The Customer Mapping page enables you to map customers between the platforms.
This feature helps you to map and edit customer mappings and to create a new customer in Brightpearl with just a few clicks, without the need to access the Brightpearl app.
