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.

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Visualize ContaAzul Data in Klipfolio Reports

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.

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

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.

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ContaAzul data available in Klipfolio

available pipelines

571

extractable fields

Available integrations

Integration	Description
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.

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.

See all available data →

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How to create ContaAzul dashboards in Klipfolio

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

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.

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.

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.