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Connect NectarCRM to Pentaho: Dashboards in Minutes

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Connect NectarCRM to Pentaho

Connecting your NectarCRM account to Pentaho allows you to transform raw sales and customer information into clear visual reports that drive better business decisions. With Kondado, you can replicate data from your CRM directly into Pentaho without technical setup or intermediate databases, making advanced analytics accessible to marketing and operations teams. Simply select NectarCRM as your data source, choose Pentaho as your destination, and start building dashboards that track your sales performance.

9
available pipelines
409
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect NectarCRM now →

Try out all the features for free for 14 days

Kondado provides a direct integration between NectarCRM and Pentaho, replicating 9 pipelines including Contacts, Opportunities, and Appointments on a configurable schedule ranging from 5 minutes to daily, enabling automated dashboard updates without manual data exports.

This connection helps you monitor appointment schedules, track opportunity conversions, and analyze product performance across your sales funnels. Your team can visualize customer qualification data alongside task completion rates to identify bottlenecks in your sales process. By automating data replication on your preferred schedule, you ensure that every report in Pentaho reflects the most current information from your CRM.

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

NectarCRM data available in Pentaho

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

9
available pipelines
409
extractable fields
∞
Auto-refresh

Available integrations

Appointments
Scheduled appointments with fields such as id, subject, and creation date, along with client information like name and email.
Contacts
Registered contacts with data such as id, active status, and communication information including email and phone.
Opportunities
Sales opportunities with fields such as id, total discount value, and status, along with information about the sales funnel.
Opportunities: Products
Products associated with opportunities, including opportunity id, quantity of products, and opportunity temperature.
Opportunities: Proposals
Proposals linked to opportunities, with fields such as id, feedback, and feedback date, along with author information.
Pipelines (Sales Funnels)
Sales funnels with information about stages and status of opportunities, allowing visualization of sales progress.
Products
Available products with fields such as id, name, and description, along with information about prices and categories.
Qualifications
Qualifications of contacts and opportunities, including fields such as id, status, and notes on performance.
Tasks
Assigned tasks with fields such as id, description, and status, along with information about responsible parties and deadlines.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

When you combine NectarCRM sales data with Pentaho visualization capabilities, you gain immediate visibility into your sales performance. The Appointments pipeline lets you analyze meeting patterns and conversion rates, while the Opportunities: Proposals pipeline reveals which proposals are winning deals and where negotiations stall. You can also track progress through the Pipelines (Sales Funnels) pipeline to see exactly how contacts move from initial qualification to closed sales.

These visualizations help you identify bottlenecks in your sales process, align team productivity with revenue goals, and forecast closures more accurately by combining opportunity data with appointment effectiveness metrics.

Try out all the features for free for 14 days

How to create NectarCRM dashboards in Pentaho

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

1
Add NectarCRM as data source

Connect your NectarCRM account to Kondado by entering your credentials and selecting the pipelines you want to replicate, such as Contacts or Opportunities.

2
Choose Pentaho destination

Select Pentaho as your visualization destination to establish a direct data flow from your CRM without intermediate storage or complex configuration.

3
Configure refresh and visualize

Set your preferred update schedule ranging from 5 minutes to daily, then build custom reports in Pentaho using the automated NectarCRM data to track sales performance.

Access NectarCRM data in Pentaho 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 NectarCRM data in other BI tools

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

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

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Frequently Asked Questions (FAQ)

Answers about visualizing NectarCRM data in Pentaho automatically

How do I set up NectarCRM as a data source for Pentaho? ▼
Start by adding NectarCRM as a data source in your Kondado account using your CRM credentials. Once authenticated, select Pentaho as your destination and choose which pipelines you want to replicate, such as Contacts or Opportunities. The setup requires no coding and typically takes just a few minutes to establish the connection.
What sales KPIs can I track by connecting NectarCRM to Pentaho? ▼
You can monitor proposal win rates using the Opportunities: Proposals pipeline, track conversion velocity through the Pipelines (Sales Funnels) pipeline, and measure appointment effectiveness with the Appointments pipeline. Custom dashboards can display opportunity temperature trends, qualification status distributions, and product performance metrics to help you optimize your sales strategy.
How often does NectarCRM data update in Pentaho dashboards? ▼
Kondado allows you to configure automated updates on a schedule that fits your business needs, ranging from every 5 minutes to daily intervals. You select the frequency when setting up your replication, ensuring your Pentaho visualizations stay current without manual refreshes. This keeps your sales reports aligned with recent CRM activities.
Can I build a sales funnel dashboard in Pentaho using NectarCRM data? ▼
Yes, the Pipelines (Sales Funnels) pipeline provides detailed stage-by-stage data that you can visualize as funnel charts in Pentaho. Combine this with the Opportunities pipeline to see deal values at each stage and identify where prospects typically convert or drop off. This helps managers pinpoint exactly which funnel stages need attention to improve closure rates.
Do I need technical skills to replicate NectarCRM data into Pentaho? ▼
No coding or technical expertise is required to connect NectarCRM to Pentaho through Kondado. The platform handles the data replication process automatically after you select your pipelines and configure the update schedule. Business users can set up and manage the connection independently, focusing on insights rather than technical configuration.
How do I share Pentaho dashboards with my sales team using NectarCRM data? ▼
Once you build your dashboards in Pentaho using the replicated NectarCRM data, you can distribute them to team members through Pentaho's native sharing features. Since the data updates automatically on your configured schedule, everyone views the same current information without needing direct CRM access. This ensures consistent reporting across your marketing and sales departments.

Try out all the features for free for 14 days