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Connect Omie to Klipfolio: Dashboards in Minutes

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Connect Omie to Klipfolio

Connecting your Omie financial and operational data to Klipfolio dashboards takes just minutes with Kondado. You simply select Omie as your data source, choose Klipfolio as your destination, and pick which pipelines you want to visualize. Kondado handles the technical setup automatically, replicating your chosen data on a configurable schedule so your dashboards always show current information. Whether you need to track sales orders, monitor cash flow, or analyze inventory movements, your Omie data becomes accessible visual insights without any coding required. This seamless connection eliminates manual data exports and gives your entire team visibility into the metrics that drive growth.

77
available pipelines
2201
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect Omie now →

Try out all the features for free for 14 days

Kondado provides a direct integration between Omie and Klipfolio, offering 77 pipelines and 2,201 fields that replicate on a configurable schedule to keep your business dashboards updated automatically.

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

Omie data available in Klipfolio

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

77
available pipelines
2201
extractable fields
∞
Auto-refresh

Available integrations

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.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

With Kondado, you can combine Omie data from multiple areas of your business to create comprehensive Klipfolio dashboards. Visualize Accounts Receivable Transactions alongside Sales Orders to understand your complete revenue cycle, or track Stock Movements with Purchase Orders to optimize inventory levels. These combinations reveal patterns that help you identify your best-selling products, manage cash flow gaps, and spot purchasing trends before they impact your operations. Marketing and operations teams gain immediate access to financial KPIs without waiting for IT support, enabling faster strategic decisions based on actual business performance.

Try out all the features for free for 14 days

How to create Omie dashboards in Klipfolio

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

1
Connect Omie as Your Data Source

Log into Kondado and add Omie from the data source catalog, then enter your Omie API credentials to establish the connection.

2
Choose Klipfolio as Destination

Select Klipfolio from the destination options and configure which pipelines you want to replicate, such as Financial Movements or Sales Orders.

3
Configure Refresh and Build Dashboards

Set your preferred update schedule from 5 minutes to daily intervals, then start building Klipfolio visualizations using the automatically replicated Omie data.

Access Omie 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 Omie data in other BI tools

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

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

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Why Kondado?

Focus on extracting value from your data and leave the rest to us

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Wherever you need

With the same platform, you send data to AI (Claude/ChatGPT via MCP), reports, spreadsheets, databases, data warehouses, and data lakes. ETL and ELT

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From wherever you need

Data from over 80 sources for Marketing, Ecommerce, ERPs, Customer Service, Finance, Databases, and much more

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Predictable pricing

No surprise invoices, pick a plan and change it anytime

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Frequently Asked Questions (FAQ)

Answers about visualizing Omie data in Klipfolio automatically

How do I connect Omie to Klipfolio using Kondado? ▼
Start by adding Omie as a data source in your Kondado account and enter your Omie API credentials. Then select Klipfolio as your destination and choose which pipelines you want to replicate, such as Accounts Receivable or Sales Orders. Kondado automatically configures the data flow, and your selected information begins populating Klipfolio within minutes based on your chosen schedule.
What Omie data can I visualize in Klipfolio? ▼
Kondado offers 77 pipelines from Omie including financial movements, sales orders, inventory adjustments, and client information. You can visualize Accounts Payable Transactions to monitor outgoing payments, track Stock Adjustments for inventory control, or analyze Opportunities to forecast revenue. This comprehensive access lets you build dashboards covering every aspect of your business operations.
How often does Omie data update in Klipfolio? ▼
You configure the update frequency when setting up your connection, choosing from intervals as frequent as every 5 minutes or extending to daily updates depending on your business needs. This configurable schedule ensures your Klipfolio dashboards reflect recent Omie activity without manual intervention. You can modify the timing anytime as your reporting requirements evolve.
Can I track specific KPIs like cash flow and sales performance? ▼
Yes, you can build Klipfolio dashboards tracking critical metrics including days sales outstanding from Accounts Receivable Transactions, inventory turnover from Stock Movements, and sales conversion rates from Opportunities data. Combine Current Accounts Daily Balance with Financial Movements to visualize cash flow trends. These insights help you identify payment delays, stock shortages, and sales bottlenecks immediately.
Are there pre-built dashboard templates available for Omie data? ▼
Kondado provides ready-made reports including the Omie Looker Studio Report and Omie Power BI Report that you can use immediately. These templates include pre-configured visualizations for financial performance, sales analysis, and inventory management. You can also send data to Google Sheets or BigQuery if you prefer building custom reports in other platforms.
How do I share Omie dashboards with my team in Klipfolio? ▼
Once your Omie data flows into Klipfolio, you can distribute dashboards through Klipfolio's built-in sharing features including email reports, published links, or TV displays for office visibility. Your team members access the same current data simultaneously, ensuring everyone works from unified financial and operational metrics. This eliminates version control issues from spreadsheet exports and keeps stakeholders aligned on business performance.
Do I need technical skills to set up the Omie connection? ▼
No coding or technical expertise is required to connect Omie to Klipfolio through Kondado. The setup process uses simple point-and-click selection of pipelines and straightforward credential entry for your Omie account. Business users can complete the entire configuration independently, typically within 10 minutes, without waiting for IT department assistance.

Try out all the features for free for 14 days