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Connect Omie to Tableau: Dashboards in Minutes

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Connect Omie to Tableau

Kondado helps business teams transform Omie financial and operational data into clear visualizations within Tableau. By establishing a direct connection between your Omie account and Tableau, you can replicate sales orders, inventory movements, and financial transactions on a configurable schedule. This approach eliminates manual data exports and ensures your dashboards reflect current business performance without technical complexity.

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 offers a direct integration that sends Omie data directly to Tableau via a “Via Kondado” connection, requiring no intermediate databases, complex SQL queries, or technical setup. Simply select your data pipelines, choose your refresh frequency, and start building reports that update automatically.

With 77 available pipelines covering everything from Accounts Receivable to Stock Adjustments, non-technical users can easily track cash flow, monitor sales pipelines, and analyze purchasing trends. Configure updates to run every 5 minutes, hourly, or daily to keep your financial reports and inventory dashboards current for faster decision-making.

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 Tableau

Each item below is automatically replicated by Kondado from Omie into Tableau — 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

Combining Omie’s comprehensive business management data with Tableau’s visualization capabilities creates powerful opportunities for financial and operational analysis. By replicating data from pipelines like Accounts Receivable, Sales Orders, and Stock Adjustments, you can build unified dashboards that reveal cash flow patterns alongside inventory turnover rates. Marketing teams can track Opportunities and Pre-Sales data to measure campaign effectiveness, while operations managers monitor Purchase Orders and Stock Locations to optimize supply chain decisions. This connection enables you to spot trends across finance, sales, and inventory in a single view, turning raw ERP data into actionable business intelligence that drives strategic planning and day-to-day management.

Try out all the features for free for 14 days

How to create Omie dashboards in Tableau

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

1
Connect Omie as data source

Log into Kondado and add Omie as a new data source by entering your Omie credentials to establish the initial connection. Select the specific pipelines you need, such as Accounts Receivable or Sales Orders, to define which business data will flow to your reports.

2
Select Tableau destination

Choose Tableau as your destination and configure the connection settings to receive your Omie data directly without intermediate databases. You can also send data simultaneously to Power BI or Google Sheets if your team uses multiple tools.

3
Build dashboards and schedule updates

Design your financial and operational reports in Tableau using the replicated Omie data, then set your preferred refresh frequency to keep visualizations updated automatically. Configure the schedule to run every 5 minutes, hourly, or daily based on how frequently your business metrics change.

Access Omie data in Tableau 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

Related on Kondado

Hundreds of data-driven companies trust Kondado
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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

Learn More About Our Platform →
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From wherever you need

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

Learn More About Our Data Sources →
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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 Tableau automatically

How do I connect my Omie account to Tableau using Kondado? ▼
Start by adding Omie as a data source in your Kondado account and authenticate with your Omie credentials. Then select Tableau as your destination, choose the specific pipelines you want to replicate, such as Financial Movements or Sales Orders, and configure your preferred update schedule.
What types of business dashboards can I build with Omie data in Tableau? ▼
You can create financial dashboards tracking Accounts Payable and Receivable, operational reports monitoring Stock Locations and Purchase Orders, and sales performance views analyzing Opportunities and Clients. These visualizations help you identify cash flow trends, optimize inventory levels, and understand customer purchasing patterns without manual data preparation.
How often does Omie data update in my Tableau reports? ▼
Kondado allows you to configure automated updates on a schedule that fits your business needs, ranging from every 5 minutes to daily refreshes. This ensures your Tableau dashboards display current information from Omie's financial and inventory modules, supporting timely decision-making without manual exports.
Which KPIs should I track when visualizing Omie data in Tableau? ▼
Focus on metrics like days sales outstanding from Accounts Receivable, inventory turnover from Stock Movements, and sales conversion rates from Opportunities. You can also monitor purchasing efficiency through Buyers and Purchase Order data, giving you complete visibility into financial health and operational performance.
Are there pre-built dashboard templates available for Omie data? ▼
Yes, Kondado offers ready-made report templates including the Omie Looker Studio Report and Omie Power BI Report, which you can adapt for Tableau or use as inspiration. These templates provide pre-configured visualizations for common business scenarios, helping you get started quickly with professional financial and operational reports.
Can I share Omie Tableau dashboards with my team who don't have Omie licenses? ▼
Once your data flows into Tableau, you can distribute dashboards to stakeholders through Tableau Server, Tableau Online, or exported PDFs and images. This allows marketing teams, executives, and external partners to view insights from Omie's sales and financial data without needing direct access to your ERP system.
Can I send Omie data to other tools besides Tableau? ▼
Absolutely, Kondado enables you to replicate Omie data to multiple destinations simultaneously, including Power BI, Looker Studio, Google Sheets, and BigQuery. This flexibility allows different departments to use their preferred visualization tools while working from the same consistent data source.

Try out all the features for free for 14 days