What's the Best Way to Connect Approvals to My ERP?
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What's the Best Way to Connect Approvals to My ERP?
The best way to connect approvals to your ERP is a native integration, where an approved request enters directly as an accounts payable or receivable entry, without an intermediary tool in between. On Jestor, this runs natively with both Omie and Conta Azul.
The gap between "approved" and "recorded in the ERP" is where most manual re-entry, and most errors, happen. Closing that gap is the direct goal of a native integration.
What breaks between approval and the ERP
- Approved requests still requiring someone to manually type them into the ERP
- Formatting mismatches, like date format, between systems
- No guarantee the ERP entry matches exactly what was approved
- Delays between approval and the request actually reflecting in the ERP
How native connection works
- Connect using the App Key and App Secret from your Omie developer account, or a simple OAuth login for Conta Azul
- Supported fields include amount, due date, category, vendor, bank account, and cost center
- Date formatting is converted automatically to match ERP requirements
- Once approved, the request enters the ERP as an accounts payable entry with no manual step
Why Jestor fits this use case
- The integration is native, no Zapier, Make, or other intermediary required
- Field mapping matches what the ERP already expects, avoiding formatting errors
- Approval and the ERP entry stay perfectly aligned, since one generates the other
- Setup typically takes about five minutes from scratch
| Field | Supported |
|---|---|
| Amount, due date, category | Yes |
Frequently Asked Questions
Does Jestor handle the accounting side once it is in the ERP? No, Jestor structures the approval, the ERP handles accounting and execution. More at jestor.com.
What do I need to set up the connection? The App Key and App Secret from your Omie developer account.
Does date formatting need manual adjustment? No, Jestor converts it automatically to match the ERP's expected format.
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