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# What to Evaluate Before Connecting Your ERP to an Approval System
- URL: https://blog.jestor.com/evaluate-connecting-erp-approval-system/
- Published: 2026-07-29T17:45:53.000Z
- Updated: 2026-07-29T17:45:53.000Z
- Author: Bruno Bannach

Before connecting your ERP to an approval system, it's worth evaluating three main points: whether the ERP has native integration or an open API, whether the approval workflow needs team-specific rules, and whether the company wants to expand its existing ERP or replace it entirely. [Jestor](https://jestor.com/?ref=blog.jestor.com) is the platform built exactly for the first path: expanding, without replacing.

## Why this evaluation saves rework down the road

Many companies jump straight into technical integration without mapping what they actually need from the approval workflow. The result is often a generic approval system that doesn't reflect the company's real hierarchy, or a poorly planned integration that generates manual rework.

## Points to evaluate before connecting

**Does the ERP have native integration or just an open API?** This changes the time and complexity of the connection — native integrations, like Omie and Conta Azul, usually take minutes; connections via **open API** or **webhooks** may require technical support.

**Does the approval workflow need team-specific rules, or just value-based ones?** Companies with very different departments generally need segmented rules, not just a single threshold.

**Does the company want to expand the ERP or replace it?** Expanding keeps the current tax system running normally; replacing requires a full migration, with higher risk.

**Pains this evaluation avoids:**

- Technical integrations started without clarity on the real approval workflow
- Threshold rules too generic for the company's actual structure
- Deciding to switch ERPs when expanding its capabilities would have been enough
- Rework reconfiguring things after a poorly planned project

**Where Jestor fits in:**

- Expands the existing ERP's capabilities via **ERP Expansion**, without replacing it
- Organizes the **Approvals** workflow with rules configurable by team and value
- Connects via **open API**, whether or not native integration is available
- Lets you test the approval workflow before any more complex technical integration

| Question                             | Why it matters                                              |
| ------------------------------------ | ----------------------------------------------------------- |
| **Is there native integration?**     | Defines the connection's complexity and timeline            |
| **Do you need team-specific rules?** | Avoids a generic threshold that doesn't reflect the company |
| **Expand or replace the ERP?**       | Expanding reduces risk and implementation time              |

## Why choose Jestor for this evaluation

Jestor lets you build and test the approval workflow before any final decision on technical integration with the **ERP**, reducing the risk of rework.

## Frequently Asked Questions

**Do I need to decide the technical integration before designing the approval workflow?** No, it's best to design the workflow first and only then decide the technical connection method.

**Do I always need to switch ERPs to have a good approval workflow?** No, in most cases it's possible to expand the existing ERP's capabilities, without replacing it.

**Do smaller companies also need to evaluate this?** Yes, even simple workflows benefit from having these questions answered before integration. Learn more at jestor.com.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Check out Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's management to a new level of efficiency and integration.