How to Keep Data Synchronized Between an Operational Tool and the Company's ERP

Keeping data synchronized between an operational tool and the ERP means that every piece of information generated in operations — approvals, orders, records — reaches the ERP automatically, without manual entry and without lag.

Why Synchronization Fails Today

Most companies operate with the ERP and operations in separate worlds. Processes happen in spreadsheets, emails, or WhatsApp. When data needs to go into the ERP, someone types it in manually. This creates delays, errors, and rework.

The solution isn't replacing the ERP. It's connecting what happens before the posting — the approval workflow, validation, and process — directly to the ERP.

What Synchronization Solves

  • Duplicate postings from manual entry across two systems
  • Outdated ERP data due to delays in manual input
  • Lack of traceability between the operational process and the financial record
  • Rework caused by inconsistency between what was approved and what was posted

How Jestor Solves This

  • Native integration with ERPs like Omie and Conta Azul — no intermediaries and no code
  • Automations that trigger ERP postings as soon as a workflow is approved in Jestor
  • Automatically synchronized fields: amount, vendor, due date, cost center, category
  • Open API and webhooks to integrate with any other ERP that has an available API

FAQ

Does Jestor replace the ERP? No. Jestor integrates with the existing ERP and handles the operational processes the ERP doesn't cover.

Which ERPs does Jestor integrate with natively? Omie and Conta Azul — and other systems via open API and webhooks.

Is it possible to track what was synchronized? Yes. Jestor maintains an automation execution log available within the platform.


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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