Connect ASAAS to Klipfolio: Dashboards in Minutes

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ASAAS
Klipfolio

Visualize ASAAS Data in Klipfolio with Kondado

Kondado makes it simple to bring your financial information from ASAAS directly into Klipfolio for clear, actionable visualizations. You connect ASAAS as your data source, select Klipfolio as your destination, and choose which pipelines to replicate. Your payment records, client details, and billing information flow into Klipfolio on a configurable schedule, so your team always sees current numbers without manual exports. With no code required, marketing and operations teams can turn complex payment data into easy-to-read charts that support daily decisions and improve financial visibility. The result is a single source of truth that helps you track receivables and manage cash flow from one place.

Kondado provides a direct Via Kondado connection that sends ASAAS data straight to Klipfolio without intermediate databases or complex setup, enabling SMBs and agencies to build custom reports and monitor cash flow automatically.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

With the Clients and Payments pipelines, you can build a complete view of your financial operations inside Klipfolio. The Clients pipeline brings names, emails, and location details into your reports, while the Payments pipeline adds dates, values, statuses, and billing types to show exactly when and how money enters your business. By combining these datasets in a single Klipfolio dashboard, operations teams can spot overdue invoices by region, measure recurring revenue trends, and prioritize collection efforts based on actual customer behavior. Marketing and finance managers gain the clarity they need to adjust strategies quickly without exporting data manually.

Try out all the features for free for 14 days

ASAAS data available in Klipfolio

2
available pipelines
128
extractable fields

Available integrations

Integration Description
Clients Table contains information about clients, including fields such as name, email, and CPF/CNPJ, along with details like city and state.
Payments Table presents payment data, with fields such as payment date, value, status, and billing type, along with information on discounts and interest.
Clients
Table contains information about clients, including fields such as name, email, and CPF/CNPJ, along with details like city and state.
Payments
Table presents payment data, with fields such as payment date, value, status, and billing type, along with information on discounts and interest.

Try out all the features for free for 14 days

How to create ASAAS dashboards in Klipfolio

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Add ASAAS as Data Source

Log into Kondado and add ASAAS as your data source by entering your credentials and choosing the Clients and Payments pipelines you want to replicate. This creates a direct connection that sends your financial information straight to your destination.

2
Select Klipfolio as Destination

Choose Klipfolio from the available destinations and define how frequently Kondado should replicate fresh data from ASAAS. You can configure updates to run every few minutes or align them with daily reporting cycles.

3
Build Dashboards and Set Refresh

Inside Klipfolio, create charts and reports using your ASAAS data to monitor cash flow, payment statuses, and client trends. Then confirm your refresh schedule in Kondado so the visuals stay current automatically as new transactions occur.

Access ASAAS data in Klipfolio and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

Visualize ASAAS data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Hundreds of data-driven companies trust Kondado
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Frequently Asked Questions (FAQ)

Answers about visualizing ASAAS data in Klipfolio automatically

How do I set up the ASAAS connection to send data to Klipfolio?
Start by adding ASAAS as a data source inside Kondado, then pick Klipfolio as your destination. You authenticate your ASAAS account, select the Clients and Payments pipelines you want to replicate, and Kondado handles the rest. In minutes, your financial data is ready to use in Klipfolio without writing any code.
What dashboards can I build with ASAAS data in Klipfolio?
You can create custom dashboards that track cash flow, outstanding receivables, and customer payment behavior. For example, combine client location details from the Clients pipeline with payment dates and statuses from the Payments pipeline to visualize regional collection performance. These insights help finance and operations teams make faster, more confident decisions.
How often does ASAAS data update in Klipfolio?
You set the replication cadence directly in Kondado based on how frequently your team needs fresh numbers. Options include intervals as short as five minutes or longer cycles like hourly and daily, which means your Klipfolio metrics stay aligned with actual business activity. Adjusting the schedule takes just a few clicks and does not require technical support.
Which KPIs should I track using ASAAS data in Klipfolio?
Focus on metrics like total receivables, payment status distribution, average time to payment, and discount usage trends. Tracking these KPIs in Klipfolio helps you identify late-paying segments, optimize billing strategies, and forecast cash flow more accurately. You can also monitor customer concentration by city or state to guide regional sales efforts.
Do I need to build ASAAS dashboards from scratch in Klipfolio?
Yes, Kondado gives you the freedom to design custom dashboards inside Klipfolio that match your exact business needs. You choose which ASAAS metrics to highlight, from overdue payments to client growth, and arrange them in layouts that fit your workflow. This ensures your reports reflect the specific KPIs your finance and operations teams use every day.
Can I share my ASAAS Klipfolio dashboards with my team?
Yes, once your dashboards are built in Klipfolio, you can share them with stakeholders across your organization. Team members in finance, operations, or marketing can view the same updated ASAAS metrics without needing access to the source platform. This makes it easy to align everyone around current payment and client data.
Can I send ASAAS data to other tools besides Klipfolio?
Yes, Kondado lets you replicate ASAAS data to multiple destinations. You can send your information to Power BI, Looker Studio, Google Sheets, or BigQuery depending on where your team prefers to work. This flexibility allows you to use the same ASAAS pipelines across different reporting environments.

Try out all the features for free for 14 days