How do I connect Omie to Zoho Analytics without technical knowledge?

Start by selecting Omie as your data source in Kondado and authenticate with your Omie credentials. Choose Zoho Analytics as your destination and select the specific pipelines you want to replicate, such as financial movements or sales orders. The connection works through our direct integration, so you never need to write code or configure servers.

What business dashboards can I build with Omie data in Zoho Analytics?

You can create comprehensive financial dashboards tracking accounts payable aging, cash flow projections, and profit margins by department. Sales teams benefit from pipeline visualization showing opportunities conversion rates and order fulfillment timelines. Operations managers often build inventory reports that correlate stock levels with purchase requisitions to maintain optimal supply levels.

How often does Omie data update in Zoho Analytics?

You control the refresh schedule based on your business needs, with options ranging from every 5 minutes to daily updates. Near-real-time synchronization works well for monitoring current accounts and sales orders, while daily updates suit tax coupon analysis and historical reporting. The system keeps your reports updated automatically according to your chosen frequency.

Which KPIs should I track when analyzing Omie financial data?

Monitor days sales outstanding using the Accounts Receivable: Transactions pipeline to improve cash collection efficiency. Track inventory turnover rates through Stock Movement data to identify slow-moving products affecting working capital. Comparing budgeted versus actual values from the Cash Budget pipeline helps financial teams maintain spending discipline across departments.

Are there pre-built report templates available for Omie data visualization?

Yes, Kondado provides ready-made report templates including the Omie Looker Studio Report and Omie Power BI Report for immediate insights. While these templates work with other tools, you can easily adapt their logic to Zoho Analytics or build custom dashboards from scratch. The templates cover essential metrics like sales performance, financial health, and inventory status to accelerate your reporting setup.

Can I share Omie dashboards with my team in Zoho Analytics?

Zoho Analytics allows you to share specific reports with team members through user permissions and scheduled email delivery. You can distribute financial summaries to executives, sales performance charts to representatives, and inventory alerts to warehouse managers. This ensures each department accesses relevant Omie insights without overwhelming users with unnecessary data.

What pipelines should I activate for complete sales analysis?

Activate the Sales Orders, Opportunities, and Clients and Suppliers pipelines to build a complete view of your sales funnel. The Sales Orders: Stages pipeline helps track order progression from quotation to invoicing, while the Invoices: Receipt data shows actual payment collection. Combining these with Products data reveals which items generate the highest margins and repeat purchases.

Do I need to set up a database before visualizing Omie data?

No, Kondado handles data storage and processing through our direct integration, eliminating the need for intermediate databases or complex infrastructure. Your information flows directly from Omie into Zoho Analytics through the Via Kondado connection. This architecture reduces complexity and maintenance costs while ensuring your visualizations always reflect the latest business information.

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Visualize Omie Data in Zoho Analytics Easily

Kondado connects Omie to Zoho Analytics through a direct integration that requires no technical setup or intermediate databases. Business users can replicate financial, sales, and inventory data from Omie into Zoho Analytics within minutes, choosing update frequencies ranging from every 5 minutes to daily schedules. The platform handles all data preparation automatically, delivering clean information ready for visualization without any coding knowledge required.

Once connected, you transform raw ERP data into comprehensive reports that track cash flow, sales performance, and stock levels across your business units. This visibility helps marketing teams, operations managers, and business owners make informed decisions based on current information rather than outdated spreadsheets. Teams can identify trends in accounts receivable, monitor purchase orders, and analyze product profitability through intuitive charts and graphs that update automatically.

Kondado offers a direct integration between Omie and Zoho Analytics that replicates your financial, sales, and inventory data on a configurable schedule, enabling you to build interactive dashboards without writing code or managing databases.

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

Combining Omie with Zoho Analytics unlocks powerful insights across your financial and operational data. By replicating Accounts Receivable: Transactions and Sales Orders pipelines, you can visualize cash flow trends alongside revenue patterns to identify which clients drive profitability and when to expect payments. The Stock Adjustments pipeline helps operations teams track inventory movements automatically, correlating stock levels with sales velocity to optimize purchasing decisions and prevent stockouts. Marketing teams can also analyze the Clients and Suppliers data to segment audiences and personalize outreach strategies based on detailed purchase history and seasonal engagement patterns.

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Omie data available in Zoho Analytics

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.