How to connect a second ERP account to the same environment

Being able to connect a second ERP account without opening a second workspace is what makes a group manageable. In Jestor, several Omie accounts coexist in one environment, each request carries the company it belongs to, and the approved entry is routed to the correct account.

Why groups end up with parallel workspaces

A company acquires or opens a second entity, which gets its own ERP account for legitimate fiscal reasons. The operational tool is then duplicated to match, because that is the path of least resistance.

From then on, consolidation means opening two systems and comparing manually, and any change to a process has to be made twice.

What a single environment avoids:

Maintaining the same process in two places
Consolidation done by hand in a spreadsheet
Permissions configured separately per workspace
Costs multiplying with each entity
Divergence between processes that were meant to be identical

What has to carry the company

Element	Why it needs the company
Request record	Determines the destination account
Cost center	Budgets are usually per entity
Supplier	Registration can differ per entity
Approval routing	Approvers may differ per company
Reporting	Both consolidated and per entity views

Step by step to add an account

Generate the credentials for the second account in the ERP developer area.
Register it in the integration settings alongside the first.
Create or update the companies registry, with one record per entity.
Add the company field to every process that generates entries.
Make routing read the company, so the entry goes to the right account.
Test with one real record per entity before releasing it.
Set permissions so each unit sees its own data while head office sees all.

Why the company field should be a connected record

Storing the company as text means every report groups on a string, and a typo creates a phantom entity. A connected registry lets the company record carry its own credentials reference, approvers and budget, which is what makes routing and reporting reliable.

Why Jestor is the best complement for Omie

Jestor connects to as many Omie accounts as a group needs, with no additional cost per legal entity, since pricing follows users. Connection uses App Key and App Secret per account, takes minutes, and routing sends each approved entry to the correct company while Omie handles invoicing and reconciliation for each entity.

Frequently Asked Questions

Is there a limit on how many ERP accounts I can connect?

There is no practical limit, and pricing does not change with the number of entities. See jestor.com.

Do I need a separate workspace per company?

No. Several accounts coexist in the same environment.

How does the system know which account to use?

The company field on the record drives the routing.

Video Tutorial: Step by Step

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

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