Connect Omie to Pentaho: Dashboards in Minutes

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Omie
Pentaho

Visualize Omie ERP Data in Pentaho Reports

Kondado offers a direct integration between Omie and Pentaho that lets business teams transform financial and operational data into actionable visual reports. By using a Via Kondado connection, you replicate data from your Omie ERP directly into Pentaho without intermediate databases or complex technical setup. Simply select the pipelines you need, such as Accounts Receivable or Sales Orders, and configure your preferred update frequency to keep dashboards current.

Kondado provides 77 ready-to-use pipelines that replicate Omie data into Pentaho on a configurable schedule, enabling automated updates ranging from every 5 minutes to daily without requiring technical expertise or database management.

Business users can immediately start building charts and graphs in Pentaho using familiar Omie fields like client names, invoice values, and stock quantities. This approach helps marketing, operations, and finance teams track cash flow, monitor inventory levels, and analyze sales performance without waiting for IT support or manual data exports. The visual format makes it easy to spot trends, identify opportunities, and make confident decisions based on up-to-date information from your ERP.

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

Combining Omie data with Pentaho visualization capabilities creates powerful opportunities for business intelligence. You can cross-reference Accounts Receivable transactions with Sales Orders to analyze payment patterns and identify your most reliable customers, while monitoring Stock Adjustments helps optimize inventory levels and reduce carrying costs. These combinations help operations teams spot cash flow gaps before they become critical and enable sales managers to track conversion rates through the Opportunities pipeline.

By visualizing Financial Movements together with Accounts Payable data, finance teams gain immediate clarity on outgoing expenses versus incoming revenue, making budget planning more accurate and timely.

Try out all the features for free for 14 days

Omie data available in Pentaho

77
available pipelines
2201
extractable fields

Available integrations

Integration Description
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.
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.

Try out all the features for free for 14 days

How to create Omie dashboards in Pentaho

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

1
Add Omie as Your Data Source

Log into Kondado and select Omie from the available data sources, then enter your API credentials to establish the connection. This creates the foundation for replicating your financial and operational data without complex configuration.

2
Choose Pentaho Destination

Select Pentaho as your target platform and define which pipelines you want to replicate, such as Accounts Receivable or Sales Orders. Kondado will prepare the data structure for immediate visualization in your Pentaho environment.

3
Configure Refresh and Visualize

Set your preferred update frequency from every 5 minutes to daily, then start building charts and reports in Pentaho using the replicated Omie fields. Your dashboards will stay current automatically based on the schedule you selected.

Access Omie 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!

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

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

Answers about visualizing Omie data in Pentaho automatically

How do I connect Omie to Pentaho using Kondado?
Start by adding Omie as a data source in your Kondado account using your Omie API credentials. Then select Pentaho as your destination and choose which pipelines you want to replicate, such as Financial Movements or Sales Orders. The Via Kondado connection handles the data transfer directly without requiring you to configure intermediate databases or server infrastructure.
What types of dashboards can I build with Omie data in Pentaho?
You can create financial dashboards tracking cash flow through Accounts Payable and Accounts Receivable pipelines, operational reports monitoring stock levels via Stock Adjustments, and sales performance views using Opportunities data. Marketing teams can analyze client segments while purchase managers track supplier performance, all within Pentaho's visualization environment.
How often does Omie data update in Pentaho?
You configure the update frequency based on your business needs, choosing from intervals as frequent as every 5 minutes or extending to hourly or daily schedules. This automated refresh keeps your reports current without manual exports, ensuring your team always works with the latest financial and operational information from Omie.
Which KPIs should I track when visualizing Omie ERP data?
Monitor days sales outstanding using Accounts Receivable data to improve cash collection, track inventory turnover through Stock Adjustments and Purchases pipelines to optimize stock investment, and measure sales conversion rates via the Opportunities pipeline. These metrics provide immediate visibility into financial health and operational efficiency.
Are there pre-built report templates available for Omie data?
Yes, Kondado offers ready-made dashboards including the Omie Looker Studio Report and Omie Power BI Report, which you can access and customize for immediate insights. These templates cover essential financial and sales metrics, allowing you to start analyzing your ERP data in Looker Studio or Power BI without building charts from scratch.
Can I share Omie dashboards with my team in Pentaho?
Once you build your dashboards in Pentaho, you can distribute them to stakeholders across your organization through Pentaho's built-in sharing features. This allows marketing, finance, and operations teams to access the same updated Omie data views simultaneously, ensuring everyone bases decisions on consistent information.
Do I need technical skills to visualize Omie data in Pentaho?
No coding or database expertise is required to set up the connection or build visualizations, as Kondado handles the technical replication process automatically. Business users can focus on creating charts and analyzing trends in Pentaho using familiar Omie field names without writing queries or managing servers.

Try out all the features for free for 14 days