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Connect ContaAzul to Klipfolio: Dashboards in Minutes

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Connect ContaAzul to Klipfolio

You can visualize your ContaAzul data in Klipfolio by using Kondado to replicate your accounting and sales information on a configurable schedule. Simply connect your ContaAzul account as a data source, select Klipfolio as your destination, and start building reports with your invoices, accounts payable, and sales transactions. There is no need for intermediate databases or complex technical work, so business teams, marketing teams, and operations managers can create dashboards that support everyday financial decisions without writing any code. This means you can focus on insights rather than setup.

13
available pipelines
571
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect ContaAzul now →

Try out all the features for free for 14 days

Kondado enables a direct connection between ContaAzul and Klipfolio through a “Via Kondado” link, letting you replicate 13 pipelines and 571 fields on a configurable schedule to keep your reports automatically updated with current business metrics.

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

Try out all the features for free for 14 days

Available data

ContaAzul data available in Klipfolio

Each item below is automatically replicated by Kondado from ContaAzul into Klipfolio — no schema setup, no manual mapping.

13
available pipelines
571
extractable fields
∞
Auto-refresh

Available integrations

People Registration: Details
Includes fields such as uuid, name, and email, along with information on active status and person type, either INDIVIDUAL or LEGAL.
People Registration
Contains data such as document, phone, and address, including details like neighborhood, city, and state, along with active status.
Accounts Payable
Presents information on financial obligations, including id, expected payment date, and reconciliation status.
Accounts Payable: Categories
Includes financial categories with fields such as id, name, and type, along with information on whether they should be considered as cost in the DRE.
Accounts Payable: Cost Centers
Provides data on cost centers, including id, name, and active status, along with a custom code for internal organization.
Accounts Receivable
Contains information on amounts receivable, including id, due date, and collection status, along with financial details.
Accounts Receivable: Categories
Includes accounts receivable categories with fields such as id, name, and type, along with information on whether they are considered revenue.
Accounts Receivable: Cost Centers
Provides data on cost centers related to accounts receivable, including id and name, along with active status.
Accounts Receivable: Collections
Includes information on collections, with fields such as id, status, and due date, along with relevant financial details.
Contracts
Contains data on contracts, including id, contracting party name, and status, along with associated financial information.
Sales
Data on sales transactions, including fields such as id, sale date, and total amount.
Sales Details
Detailed information on each sale, such as sale id, product, quantity, and unit price.
Sales Items
List of sold items, including fields such as item id, description, quantity, and value.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

With your ContaAzul data flowing into Klipfolio, you can combine Accounts Payable, Accounts Receivable, and Sales pipelines to monitor cash flow health and outstanding obligations in one place. Operations teams can track due dates, collection status, and cost centers to identify payment bottlenecks and forecast revenue more accurately. By visualizing Sales Details alongside People Registration data, agencies and SMBs can connect transaction volume to specific customer profiles and make informed decisions about credit policies, sales performance, and growth opportunities without switching between systems.

Try out all the features for free for 14 days

How to create ContaAzul dashboards in Klipfolio

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

1
Connect ContaAzul to Kondado

Log in to Kondado and add ContaAzul as a data source by entering your account credentials. Select the pipelines you want to replicate, such as Accounts Receivable or Sales Details.

2
Select Klipfolio as Destination

Choose Klipfolio as your destination to start building visual reports with your replicated ContaAzul data. If your team later needs the same information in other tools, you can also send it to Power BI, Looker Studio, or Google Sheets.

3
Configure Refresh and Build Reports

Set your update frequency to every 5 minutes, hourly, or daily to keep your dashboards current. Then use Klipfolio to drag and drop metrics into reports that track cash flow, outstanding invoices, and sales performance.

Access ContaAzul 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!

55pbx
55pbx
ActiveCampaign
ActiveCampaign
Google Ads
Google Ads
Amazon S3
Amazon S3
api4com
api4com
Apple App Store
Apple App Store
ASAAS
ASAAS
AWS CloudWatch Metrics
AWS CloudWatch Metrics
Azure Table Storage
Azure Table Storage
BigQuery
BigQuery
Bing
Bing
Bitrix24 CRM
Bitrix24 CRM
Bling!
Bling!
Blip (take)
Blip (take)
ClickUp
ClickUp
Clockify
Clockify
ContaAzul
ContaAzul
Criteo
Criteo
E-goi
E-goi
EADBOX
EADBOX
Exact Sales
Exact Sales
Facebook Ads
Facebook Ads
Facebook
Facebook
Fatura Simples
Fatura Simples
Freshdesk
Freshdesk
FTP
FTP
Google Analytics GA4
Google Analytics GA4
Google Cloud Storage
Google Cloud Storage
Google Play Store
Google Play Store
Google Search Console
Google Search Console
Google Sheets
Google Sheets
Granatum
Granatum
Hi Platform
Hi Platform
Hotmart
Hotmart
Hubspot
Hubspot
Huggy
Huggy
InfluxDB v1
InfluxDB v1
Infusionsoft (Keap)
Infusionsoft (Keap)
Instagram Ads
Instagram Ads
Instagram
Instagram
Jira
Jira
Linkedin
Linkedin
Loja Integrada
Loja Integrada
MailChimp
MailChimp
Mandrill
Mandrill
Mautic
Mautic
Meetime
Meetime
Mercado Libre
Mercado Libre
Meta Ads
Meta Ads
Microsoft Ads
Microsoft Ads
Microsoft Advertising
Microsoft Advertising
Mixpanel
Mixpanel
monday.com
monday.com
MongoDB
MongoDB
Movidesk
Movidesk
MySQL (& MariaDB)
MySQL (& MariaDB)
NectarCRM
NectarCRM
Notion
Notion
Nuvemshop (Tiendanube)
Nuvemshop (Tiendanube)
Olist Tiny
Olist Tiny
Omie
Omie
Oracle
Oracle
Pagar.me
Pagar.me
Pinterest Ads
Pinterest Ads
Pipedrive
Pipedrive
Pipefy
Pipefy
PipeRun
PipeRun
Ploomes
Ploomes
PostgreSQL
PostgreSQL
Pushwoosh
Pushwoosh
RDStation CRM
RDStation CRM
RDStation
RDStation
Recruiterbox
Recruiterbox
Salesforce Marketing Cloud (Exact Target)
Salesforce Marketing Cloud (Exact Target)
Salesforce
Salesforce
SenseData
SenseData
Shopify
Shopify
SQLServer
SQLServer
Stilingue
Stilingue
Superlogica
Superlogica
Sympla
Sympla
Taboola
Taboola
Tangerino
Tangerino
TikTok Ads
TikTok Ads
TikTok Organic
TikTok Organic
Tiny ERP
Tiny ERP
Toggl
Toggl
Tray
Tray
Trello
Trello
Twilio
Twilio
VNDA
VNDA
VTEX
VTEX
Wake Commerce
Wake Commerce
Webhook
Webhook
Wootric
Wootric
WordPress
WordPress
X Ads
X Ads
YouTube
YouTube
Zeeng
Zeeng
Zendesk Chat (Zopim)
Zendesk Chat (Zopim)
Zendesk
Zendesk

Visualize ContaAzul data in other BI tools

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

Airtable
ContaAzul > Airtable
Alteryx
ContaAzul > Alteryx
Amazon Quicksight
ContaAzul > Amazon Quicksight
BIMachine
ContaAzul > BIMachine
Cortex
ContaAzul > Cortex
Data Studio
ContaAzul > Data Studio
Geckoboard
ContaAzul > Geckoboard
Grafana
ContaAzul > Grafana
IBM Cognos Analytics
ContaAzul > IBM Cognos Analytics
Klipfolio
ContaAzul > Klipfolio
Looker Studio
ContaAzul > Looker Studio
Looker
ContaAzul > Looker
Looqbox
ContaAzul > Looqbox
Metabase
ContaAzul > Metabase
Microstrategy
ContaAzul > Microstrategy
Pentaho
ContaAzul > Pentaho
Power BI
ContaAzul > Power BI
Qlik Cloud Analytics
ContaAzul > Qlik Cloud Analytics
Qlik Sense
ContaAzul > Qlik Sense
Qlik
ContaAzul > Qlik
QlikView
ContaAzul > QlikView
Redash
ContaAzul > Redash
Superset
ContaAzul > Superset
Tableau
ContaAzul > Tableau
BI TOTVS
ContaAzul > BI TOTVS
Zoho Analytics
ContaAzul > Zoho Analytics

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Frequently Asked Questions (FAQ)

Answers about visualizing ContaAzul data in Klipfolio automatically

How do I set up the ContaAzul connection to Klipfolio with Kondado? ▼
Start by adding ContaAzul as a data source in your Kondado account and authenticating with your login credentials. Once connected, you choose which pipelines you want to replicate, such as Accounts Payable or Sales, and select Klipfolio as the destination. Your data then becomes available for visualization without any manual exports.
What kind of dashboards can I build with ContaAzul data in Klipfolio? ▼
Finance teams can monitor outstanding obligations and cost center performance by combining Accounts Payable and Accounts Receivable data. Sales managers can track product performance and contract values using Sales Details, Sales Items, and Contracts pipelines. These views help you spot revenue trends and manage collections before deadlines pass.
How frequently does my ContaAzul data update in Klipfolio? ▼
You decide how often your data refreshes, with options ranging from every 5 minutes to daily updates. This means your dashboards can display recent transactions and financial changes as often as your business requires. Automated refresh removes the need to manually prepare files before every review.
Which KPIs are most useful to track when visualizing ContaAzul in Klipfolio? ▼
Popular metrics include days sales outstanding calculated from Accounts Receivable and Collections, expense distribution by category from Accounts Payable, and top-performing products using Sales Details and Sales Items. You can also track customer concentration by linking People Registration records to sales transactions. These indicators help managers make faster credit and purchasing decisions.
Are there pre-built dashboards available for ContaAzul data? ▼
Yes, Kondado offers pre-built dashboards including the Conta Azul Looker Studio Report and the Conta Azul Power BI Report for users who prefer those platforms. If you are building in Klipfolio, you can use the same replicated data to design custom reports tailored to your specific workflows. The available pipelines cover 571 fields, giving you broad flexibility in how you visualize your accounting information.
Can I share my Klipfolio dashboards built with ContaAzul data with my team? ▼
Absolutely. Once your reports are ready in Klipfolio, you can share links and grant view or edit access to team members, accountants, or external stakeholders. This keeps everyone aligned on financial performance without distributing manual spreadsheets or requesting repeated status updates.
Is it possible to replicate ContaAzul data to other destinations besides Klipfolio? ▼
Yes, you can send your ContaAzul data to other destinations such as Power BI, Looker Studio, Google Sheets, BigQuery, or PostgreSQL. This allows you to maintain the same data source while using different reporting tools for different audiences. You simply select a new destination in Kondado and replicate the same pipelines.

Try out all the features for free for 14 days