How to Automate Data Entry Between CRM and ERP Without Spreadsheets

Automating data entry between CRM and ERP means that the information from a sale — customer, amount, installments, due date — passes directly from one system to the other, without anyone needing to open a spreadsheet, copy data, or type anything manually.

Why the Spreadsheet Is Still in the Middle

The spreadsheet exists because CRM and ERP don't talk to each other. The sales team closes in the CRM. Finance needs the data in the ERP. Someone exports, formats, and imports — or simply types it in. The spreadsheet is the workaround that covers the absence of integration.

Automating this path eliminates the spreadsheet and the errors it brings.

What Needs to Be Automated

  • Transfer of customer data: name, tax ID, contact information
  • Financial data from the sale: total amount, payment terms, due dates
  • Creation of accounts receivable in the ERP with the correct fields
  • Automatic customer registration in the ERP if they don't yet exist

How Jestor Solves This

  • Native CRM integrated directly with Conta Azul (OAuth) and Omie (App Key + App Secret)
  • Configurable automation: when an opportunity is won, data automatically goes to the ERP
  • Customers that don't exist in Conta Azul are automatically created by the integration
  • Synchronized fields: customer, amount, due date, category, financial account, cost center
  • Zero intermediaries — no external tools or manual scripts

FAQ

Does Jestor need intermediary tools to integrate CRM and ERP? No. The integration is native in Jestor — no intermediaries and no additional cost per automation.

Is the customer automatically registered in the ERP on the first sale? Yes. If the customer doesn't exist in Conta Azul, Jestor registers them automatically during the integration.

Is it possible to set conditions before sending to the ERP? Yes — automations can include conditions: minimum amount, product type, approval status.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and integration.

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