Integrations

Connect E-Gestor ERP and bring customers, products and sales into the CRM

Connect your E-Gestor account with a personal token and bring customers, suppliers, products, services, sales and financial entries into the CRM, without creating duplicates.

E-Gestor is a Brazilian cloud ERP. Once connected, the CRM reads your E-Gestor account and keeps customers, suppliers, products, services, sales and financial entries up to date here, linked by the E-Gestor code. Syncing again never creates duplicates: it updates the record that already exists.

The model is BYO ("bring your own account"): you use your own E-Gestor account and your own personal token. We never see your data and there is no cost from us. The integration starts inert: nothing happens until you paste the token and enable it.

💡 The sync runs one way: E-Gestor into the CRM. Nothing the CRM does writes into your ERP. Sales cannot be edited through the E-Gestor API at all (their documentation says to delete and recreate), and creating records there from here would duplicate your books.

Requirements

An E-Gestor account. There is no sandbox: every account is separate, so create a free test account if you want to try the connection before pointing it at your real data.
The personal token, generated inside E-Gestor under Settings → API.
In Sellio, being an administrator (manage settings permission) to save the token under Settings → Integrations.

Step 1: generate the personal token in E-Gestor

Sign in to E-Gestor and open the Settings menu.
Go to the API tab and generate the personal token.
Copy the token. It is a long text (a JWT) and it is the only long-lived credential: the CRM uses it to mint the short access tokens on its own.

Step 2: paste the token into the CRM

Open Settings → Integrations and find the "E-Gestor ERP" card.
Paste the personal token and save. It is stored encrypted and never shown back; leave the field blank later to keep the current one.
Click "Test connection". It reads your company details from E-Gestor and shows the account name, so you can confirm it is the right company before enabling anything.
Under "What to bring", choose which of the six groups the CRM should read. Customers, products and sales start on; services, accounts receivable and accounts payable start off.
Click Activate. The first sync runs on the next scheduled cycle, or right away with "Sync now".

Where each thing lands in the CRM

A customer with a CNPJ (14 digits) becomes a Company; with a CPF, a Contact. Someone registered only as supplier or carrier becomes a Vendor. Registered as both customer and supplier, it comes in as a customer.
Products and services become Products; a service is marked with product type "Service".
Sales become Sales orders, linked to the customer when that customer has already been synced. Status 10 (quote) becomes Draft, 50 (sale) becomes Confirmed, and a cancelled sale becomes Cancelled.
Accounts receivable and payable become notes on the timeline of the customer or supplier they belong to.

What does not come, and why

Stock balances. The CRM has its own inventory module with a movement ledger; writing a number from the ERP into it would mean two systems claiming the same balance.
Invoices (NF-e and NFS-e), purchases, price tables, payment methods and chart of accounts. They are available in the E-Gestor API but have no matching object here, and inventing one for a connector would change the product from the outside.
Custom fields of your E-Gestor. The connector reads the documented fields of each resource.
The individual's CPF has no standard field on the Contact object, so it is written under the name tax_id. Create a custom field with that exact name on Contact if you want to see it on the record; Company and Vendor already have that field.

Real-time updates (webhook)

E-Gestor can call the CRM whenever a record changes, so you do not wait for the next scheduled sync.

Copy the webhook URL shown on the card in Sellio.
In E-Gestor, open Settings → API → Webhooks and register that URL, enabling the Contacts, Products and Sales modules.
Back in Sellio, click "Test connection" again: it fetches the security token E-Gestor generated for your webhook and stores it encrypted. From then on, any call that does not carry that exact token is discarded.

💡 The Users and Financial modules of the webhook are not used on purpose. The financial event only carries a code, and it does not say whether that code is a receivable or a payable, so acting on it would risk touching the wrong record. Those entries still arrive through the scheduled sync, which knows which resource each line came from. A record deleted in E-Gestor is not deleted in the CRM either: your team usually enriched it here.

Speed and limits

E-Gestor allows 60 requests per minute and returns 50 records per page. The connector stays under that limit on purpose and stops before hitting it, so a first import of a large account finishes over a few runs instead of failing halfway. Each run picks up where the previous one stopped, and because everything is anchored to the E-Gestor code, overlapping runs update instead of duplicating.

Troubleshooting

"E-Gestor rejected the personal token": the token was revoked or regenerated in the ERP. Generate a new one under Settings → API and paste it again.
Nothing appears after enabling: check that the group you expected is set to "Bring from E-Gestor", and use "Sync now" instead of waiting for the daily cycle.
The webhook does not seem to fire: confirm the URL was registered in E-Gestor with the Contacts, Products and Sales modules enabled, and that you clicked "Test connection" after registering it, so the security token matches.
Numbers look off by a decimal: the CRM stores prices as decimals, exactly as E-Gestor sends them. If a price is wrong here, it is wrong there too.

Open this article inside the system →