How do I set up the Omie connection to BIMachine without technical knowledge?

Simply select Omie as your data source in Kondado and authenticate your account credentials to establish the connection. Choose BIMachine as your destination and pick from the 77 available pipelines to start replicating data immediately. The entire process requires no coding or database configuration, allowing business users to complete setup in minutes.

What types of financial dashboards can I create with Omie data in BIMachine?

You can build comprehensive financial dashboards tracking Accounts Payable, Accounts Receivable, and Cash Budget pipelines to monitor working capital and liquidity. Visualize DRE Accounts and Financial Movements to analyze revenue trends and expense categories over time. These insights help finance teams identify cost savings opportunities and optimize payment schedules.

How frequently can I schedule Omie data updates in BIMachine?

Kondado allows you to configure update frequencies ranging from every 5 minutes to daily intervals based on your business needs. This configurable schedule ensures your BIMachine dashboards reflect near-real-time information for time-sensitive decisions. You can adjust these settings anytime as your reporting requirements evolve.

Which specific KPIs should I track when visualizing Omie sales and inventory data?

Monitor Sales Orders stages and conversion rates alongside Stock Movement and Product Shipments to balance supply with demand. Track Purchase Requisitions and Stock Adjustments to identify procurement inefficiencies and prevent stockouts. These metrics provide operations teams with actionable insights for inventory optimization and sales forecasting.

Are there pre-built Omie dashboard templates available for BIMachine or other tools?

While you can build custom dashboards in BIMachine, Kondado also offers pre-built solutions including the Omie Looker Studio Report and Omie Power BI Report templates. These ready-made dashboards connect through the same Omie pipelines and provide immediate visualizations for common business scenarios. You can also send data to Google Sheets or BigQuery for additional flexibility.

How can I share Omie financial reports with stakeholders using BIMachine?

Once your dashboards are created in BIMachine, use the platform's native sharing features to distribute reports to team members and external partners. Since Kondado maintains updated data automatically on your configured schedule, stakeholders always view current information without manual refreshes. This streamlined workflow improves collaboration across finance, operations, and executive teams.

What pipelines are available to replicate from Omie to BIMachine?

Kondado offers 77 distinct pipelines from Omie covering finance, sales, inventory, and tax data with over 2,200 fields. Available options include Accounts Receivable Transactions, Sales Orders, Stock Locations, Product Families, and Tax Coupons. You can select specific pipelines relevant to your reporting needs or replicate multiple datasets for comprehensive business intelligence.

Kondado: Connect Omie to BIMachine: Dashboards in Minutes

Omie data available in BIMachine

available pipelines

2201

extractable fields

Available integrations

Integration	Description
Stock Adjustments	Adjustment movements include fields like id_ajuste, quantity, and value, allowing tracking of product entries and exits in stock.
Banks	The list of configured banks features fields like codigo, name, and type, essential for financial operations on the platform.
Categories	Financial categories include fields like codigo, description, and codigo_dre, used to control revenues and expenses.
Cenários de impostos
Cenários de impostos: detalhes
Clients and Suppliers	The clients and suppliers table features fields like name, email, and status, facilitating the management of business relationships.
Clients and Suppliers: Characteristics	Characteristics of clients and suppliers include fields detailing additional information, such as contact type and preferences.
Clients and Suppliers: Subscriber Type	Subscriber type for clients and suppliers is defined by fields that categorize business relationships and their characteristics.
Buyers	The buyers table includes fields like id_buyer, name, and status, allowing effective tracking of transactions.
Purchases: Stock	Purchase movements in stock are recorded with fields like id_purchase, product, and quantity, facilitating inventory management.
Purchases: Payment Methods	Table presenting payment methods used in purchases, including fields such as payment_method_id, description, and type.
Competitors	Table listing competitors with fields such as competitor_id, name, and market.
Accounts	Table containing information about accounts, including fields such as account_id, description, and account type.
DRE Accounts	Table presenting DRE accounts with fields such as dre_code, description, and revenue_account.
Accounts Payable: Transactions	Table detailing accounts payable transactions, including fields such as transaction_id, amount, and due_date.
Accounts Receivable: Transactions	Table presenting accounts receivable transactions, with fields such as transaction_id, amount, and receipt_date.
Current Accounts	Table listing current accounts with fields such as current_account_id, balance, and account_type.
Current Accounts: Transactions	Table detailing transactions in current accounts, including fields such as transaction_id, amount, and date.
Current Accounts: Daily Balance	Table presenting the daily balance of current accounts, with fields such as current_account_id, date, and balance.
Contacts	Table containing contact information, including fields such as contact_id, name, and email.
Tax Coupons	Table containing information about tax coupons, including fields such as code, issue date, and total amount.
Tax Coupon Items	Table detailing items associated with tax coupons, with fields such as product code, quantity, and unit price.
Tax Coupon Payments	Table presenting information about payments for tax coupons, including fields such as payment method, amount, and payment date.
My Company Data	Table with company information, including fields such as name, CNPJ, address, and phone number.
Departments	Table listing the company's departments, with fields such as code, name, and description.
Product Families	Table categorizing products into families, including fields such as code, name, and family description.
Phases	Table describing the phases of a process, with fields such as code, name, and phase description.
Taxes: CEST	Table listing CEST codes for tax classification, including fields such as code and description.
Taxes: CFOP	Table containing CFOP codes used in taxation, with fields such as code and description.
Taxes: CNAE	Table listing CNAE codes for economic activities, including fields such as code and activity description.
Taxes: COFINS - CST	Table provides information on COFINS classification, including fields such as code, description, and rate.
Taxes: ICMS - CSOSN	Table presents data on ICMS classification, with fields such as code, description, and applicable rate.
Taxes: ICMS - CST	Table includes information on ICMS classification, with fields such as code, description, and rate.
Taxes: ICMS - origin of goods	Table provides data on the origin of goods for ICMS, including fields such as code, description, and type of origin.
Taxes: IPI - CST	Table contains information on IPI classification, with fields such as code, description, and rate.
Taxes: IPI - classification	Table presents data on IPI classification, including fields such as code, description, and type of classification.
Taxes: PIS - CST	Table includes information on PIS classification, with fields such as code, description, and rate.
Taxes: Calculation type	Table provides data on tax calculation types, including fields such as code, description, and calculation method.
Items of price tables	Table contains information on price items, including fields such as product code, description, and value.
Stock Locations	Table presents data on stock locations, including fields such as code, name, and address of the location.
Reasons	Table contains information about reasons for stock adjustments, including fields such as id_reason, description, and type.
Stock Movement	Table details stock movements, with fields such as id_movement, stock_location_code, and quantity.
Financial Movements	Table presents financial movements, including fields such as id_movement, type, value, and date.
Incoming Notes	Table records incoming notes, with fields such as id_note, supplier, date, and total value.
Invoices: Receipt	Table contains information about receipt invoices, including fields such as id_invoice, supplier, and value.
Opportunities	Table lists sales opportunities, with fields such as id_opportunity, client, status, and potential value.
Production Orders	Table details production orders, including fields such as id_order, product, quantity, and start date.
Origins	Table presents sales origins, with fields such as id_origin, description, and origin type.
Cash Budget	Table contains information about cash budget, including fields such as id_budget, date, and planned value.
Partners	Table lists business partners, with fields such as id_partner, name, type, and status.
Purchase Order	Contains information about purchase orders, including fields such as order_id, date, supplier, and status.
Sales Orders	Records details of sales orders, with fields such as order_id, customer, date, and total.
Sales Orders: To Invoice	Lists sales orders pending invoicing, including fields such as order_id, customer, and total value.
Sales Orders: Stages	Presents the stages of sales orders, with fields such as order_id, status, and stage date.
Products	Includes information about products, with fields such as product_code, name, category, and price.
Products: Characteristics	Details product characteristics, including fields such as product_id, attribute, and value.
Products: Structure	Describes the structure of products, with fields such as product_id, type, and components.
Projects	Contains information about projects, including fields such as project_id, name, status, and start date.
Pre-Sales	Records information about pre-sales, including fields such as pre_sale_id, customer, and date.
Product List by Supplier	Presents the list of products by supplier, with fields such as supplier_id, product_code, and product name.
Product Shipments	Includes information on shipment ID, product code, and quantity shipped, allowing tracking of inventory movements.
Purchase Requisitions	Contains data on requisition ID, requested product, and quantity, facilitating the management of purchase orders.
Services: NFSe	Presents information on service ID, description, and value, essential for issuing service invoices.
Services: Service Classification	Includes data on classification code, description, and service category, aiding in the organization of provided services.
Services: Service Contracts	Provides information on contract ID, client, and value, enabling effective management of service contracts.
Services: Service Contracts in Billing	Includes details on contract ID, billing status, and total value, essential for financial control.
Services: Service Orders	Presents information on order ID, service description, and status, facilitating the tracking of requests.
Services: Service Orders in Billing	Includes data on order ID, billing status, and value, essential for financial management.
Solutions	Contains information on solution ID, description, and category, helping in the organization of offered solutions.
Status	Includes data on status ID, description, and category, allowing tracking of process progress.
Tasks	Table containing information about tasks, including fields such as task_id, description, and status.
Task Types	Table classifying task types, featuring fields such as type_id, description, and priority.
Telemarketing	Table containing telemarketing data, including fields such as telemarketing_id, client, and result.
Delivery Type	Table describing delivery types, with fields such as delivery_type_id, description, and deadline.
Types	Table listing different types, including fields such as type_id and description.
Types of My Company's Activity	Table categorizing company activities, featuring fields such as activity_id and description.
Types of Current Accounts	Table classifying types of current accounts, including fields such as account_type_id and description.