Dashboards in minutes

Connect NectarCRM to BI TOTVS: Dashboards in Minutes

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Connect NectarCRM to BI TOTVS

How to visualize NectarCRM data in BI TOTVS? Start by connecting your NectarCRM account to Kondado and selecting BI TOTVS as your destination. Within minutes, your sales appointments, contacts, and opportunities begin replicating on a configurable schedule, ready for analysis. Business teams can then build custom dashboards tracking pipeline performance, conversion rates, and sales team productivity without writing a single line of code. Marketing and operations managers gain immediate visibility into customer interactions, sales funnel progression, and team task completion, enabling data-driven decisions that accelerate revenue growth and improve customer relationship management across all touchpoints while reducing time spent on manual reporting.

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 BI TOTVS through the “Via Kondado” connection method, eliminating the need for intermediate databases or complex technical setup while keeping your sales data updated automatically on schedules you control, from every 5 minutes to daily.

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 BI TOTVS

Each item below is automatically replicated by Kondado from NectarCRM into BI TOTVS — 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

Unlock Sales Insights with NectarCRM and BI TOTVS

With NectarCRM data flowing into BI TOTVS, sales leaders can monitor their Pipelines and track how Opportunities move through each stage, identifying bottlenecks that slow down deals and delay revenue recognition. The combination of Contacts data with Opportunities: Proposals information allows managers to analyze which customer segments generate the most valuable proposals and which feedback patterns predict successful closes. Teams can also visualize Tasks completion rates alongside Appointments scheduled to optimize sales rep productivity, balance workloads effectively, and ensure no high-potential follow-up falls through the cracks during critical sales cycles.

Try out all the features for free for 14 days

How to create NectarCRM dashboards in BI TOTVS

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

1
Connect NectarCRM as data source

Access your Kondado dashboard and add NectarCRM by entering your account credentials to establish the initial connection.

2
Select BI TOTVS destination

Choose BI TOTVS as your target platform and map the specific pipelines you want to replicate, such as Opportunities, Contacts, and Pipelines.

3
Configure refresh and build dashboards

Set your preferred update frequency from 5 minutes to daily, then begin creating custom reports in BI TOTVS that visualize your sales performance metrics.

Access NectarCRM data in BI TOTVS 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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Focus on extracting value from your data and leave the rest to us

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

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Frequently Asked Questions (FAQ)

Answers about visualizing NectarCRM data in BI TOTVS automatically

How do I connect NectarCRM to BI TOTVS without technical setup? ▼
Access your Kondado account and add NectarCRM as a new data source using your CRM credentials. Select BI TOTVS as the destination, choose which pipelines you want to replicate, and your data will begin flowing within minutes without requiring database configuration or coding knowledge.
What sales KPIs can I track when combining NectarCRM with BI TOTVS? ▼
You can build custom dashboards showing conversion rates between pipeline stages, average time spent in each sales funnel phase, proposal acceptance rates, and individual rep performance metrics. Analyzing Opportunities alongside Tasks data reveals which activities correlate most strongly with closed deals.
How often does NectarCRM data update in BI TOTVS reports? ▼
You control the refresh schedule based on your business needs, selecting intervals from every 5 minutes for high-velocity sales teams to daily updates for strategic reporting. This configurable schedule ensures your BI TOTVS dashboards reflect current information without manual exports or spreadsheet updates.
Can I share NectarCRM dashboards with my sales team in BI TOTVS? ▼
Once built, your dashboards can be shared with stakeholders across your organization, allowing sales managers, marketing directors, and operations teams to access the same unified view of customer data. This collaborative approach ensures everyone works from consistent metrics when making strategic decisions.
Do you offer pre-built report templates for NectarCRM in BI TOTVS? ▼
While we do not provide pre-built report templates for this specific combination, you can easily create custom dashboards tailored to your unique sales processes. The nine available pipelines including Opportunities, Pipelines, and Contacts provide all the building blocks needed to design reports that match your specific business requirements.
Can I send NectarCRM data to other tools besides BI TOTVS? ▼
Yes, you can replicate your NectarCRM data to multiple destinations simultaneously, including Power BI, Google Sheets, Looker Studio, or BigQuery. This flexibility allows different teams to use their preferred visualization tools while working from the same consistent data source.
What happens if I add new custom fields in NectarCRM? ▼
New fields appear automatically in your available pipelines during the next scheduled update, allowing you to incorporate fresh data points into your BI TOTVS dashboards immediately. This ensures your reports evolve alongside your CRM customization without requiring manual reconfiguration of your data replication setup.

Try out all the features for free for 14 days