ContaAzul

O Conta Azul é um software de gestão financeira para micro e pequenas empresas, cujo objetivo é dar ao empreendedor uma visão centralizada das principais áreas do seu negócio.

O ERP conta com uma gama completa de funcionalidades incluindo controles de contas a pagar e a receber, fluxo de caixa, vendas, emissão de boletos e NFe, conciliação bancária, DRE, frente de caixa… Além de possuir integração com diversos bancos e possibilitar a integração com o seu próprio contador, diminuindo muito o fluxo de documentos e burocracia nesse processo.

Tendo o ContaAzul um papel importante na gestão financeira do negócio, criar e acompanhar métricas com os dados gerados nele pode proporcionar ao empreendedor muitos insights sobre a saúde do seu negócio e como fazê-lo crescer.

Adicionando o conector

Para começar a analisar os dados do ContaAzul, integre-o ao seu banco de dados com o conector do ContaAzul na plataforma da Kondado, seguindo os passos abaixo:

1) Faça login na plataforma da Kondado

2) Vá para a página de adição de conectores e selecione o conector do ContaAzul

3) Após selecionar o conector do ContaAzul você será direcionado uma página de autorização onde encontrará um diálogo similar ao abaixo, clique em Autorizar

4) Após autorizar, você será redirecionado para a plataforma da Kondado, onde as informações do conector serão preenchidas automaticamente durante alguns instantes. Após o preenchimento, finalize a criação do conector conforme figura e passos abaixo

Dê um nome ao seu conector (por exemplo, ContaAzul Kondado)
Clique em Salvar

Este conector não pode ser reautenticado após criado. Caso precise reautenticar, é necessário criar um novo conector e editar suas integrações para que utilizem o conector novo

Integrações

Índice

Clientes
Fornecedores
Itens das vendas
Produtos
Serviços
Vendas

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Clientes

Campo	Tipo
business_phone	text	[en] The business phone number of the customer
mobile_phone	text	[en] The mobile phone number of the customer
name	text	[en] The name of the customer
identity_document	text	[en] The identity document number of the customer – is equivalent to 'RG'
notes	text	[en] The customer's notes and additional information
state_registration_number	text	[en] The state registration number of the customer – 'Inscrição estadual'
state_registration_type	text	[en] The state registration type of the state registration number: NO_CONTRIBUTOR: is equivalent to 'Não contribuinte'; CONTRIBUTOR: is equivalent to 'Contribuinte'; IMMUNE_CONTRIBUTOR: is equivalent to 'Contribuinte isento'
email	text	[en] The email of the customer
person_type	text	[en] The type of the customer: NATURAL is equivalent to 'Pessoa Física'; LEGAL is equivalent to 'Pessoa Jurídica'
date_of_birth	timestamp	[en] The customer's date of birth
company_name	text	[en] The company name of the customer when the type of the customer is LEGAL
address__city__name	text	[en] The city of the address
address__neighborhood	text	[en] The neighborhood of the address
address__complement	text	[en] The complement of the address
address__number	text	[en] The street name of the address
address__state__name	text	[en] The state of the address
address__street	text	[en] The street name of the address
address__zip_code	text	[en] The zip code of the address – is equivalent to 'CEP'
created_at	timestamp	[en] The customer's creation date
document	text	[en] The document number of the customer – is equivalent to 'CPF/CNPJ'
id	text	[en] The id of the customer
city_registration_number	text	[en] The city registration number of the customer – 'Inscrição municipal'

Vendas

Objeto principal

Campo	Tipo
status	text	[en] Status information of the sale – PENDING : is equivalent to 'Revisão Pendente' COMMITTED : is equivalent to 'Venda'
scheduled	boolean	[en] Informs if it is a scheduled sale
emission	timestamp	[en] The emission date of the sale
number	float	[en] A number generated for the sale
discount__measure_unit	text	[en] The measure unit of the discount Can be PERCENT or VALUE
discount__rate	float	[en] The rate of the discount
shipping_cost	float	[en] Shipping cost of the sale
total	float	[en] The total value of the salue
payment__type	text	[en] The type of the payment – CASH : is equivalent to 'Pagamento à vista' TIMES : is equivalent to 'Pagamento Parcelado' Can be CASH or TIMES
customer__person_type	text	[en] The type of the customer NATURAL is equivalent to 'Pessoa Física' LEGAL is equivalent to 'Pessoa Jurídica' Can be NATURAL or LEGAL
customer__company_name	text	[en] The company name of the customer when the type of the customer is LEGAL
customer__email	text	[en] The email of the customer
customer__id	text	[en] The id of the customer Clientes > > id
customer__name	text	[en] The name of the customer
notes	text	[en] Additional information about the sale
id	text	[en] The id of the sale
seller__id	text	[en] The id of the seller
seller__name	text	[en] The name of the seller

contaazul_sales__payment__installments

Campo	Tipo
sales_id	text
payment__installments__status	text	[en] The status of the installment. The possible values are: PENDING : the installment is PENDING payment
payment__installments__due_date	timestamp	[en] The due date of the installment
payment__installments__number	float	[en] The number of the installment
payment__installments__value	float	[en] The value of the installment

Itens das vendas

Campo	Tipo
item__cost	float	[en] The cost value of the item
item__id	text	[en] The id of the item
item__value	float	[en] The sell value of the item
item__name	text	[en] The name of the item
itemtype	text	[en] The type of the item – can be Product or Service
description	text	[en] The type of the item – can be Product or Service
value	float	[en] The value of the negotiation item
quantity	float	[en] The quantity of items
sales_id	text	[en] The id of the sale Vendas > > id

Fornecedores

Campo	Tipo
id	text	[en] The id of the supplier
address__city	text	[en] The city of the address
address__complement	text	[en] The complement of the address
address__neighborhood	text	[en] The neighborhood of the address
address__number	text	[en] The street number of the address
address__state	text	[en] The state of the address
address__street	text	[en] The street name of the address
address__zip_code	text	[en] The zip code of the address – is equivalent to 'CEP'
business_phone	text	[en] The business phone number of the supplier
city_registration_number	text	[en] The city registration number of the supplier – 'Inscrição municipal'
company_name	text	[en] The company name of the supplier when the type of the supplier is LEGAL
contact_name	text	[en] The name of the contact
date_of_birth	timestamp	[en] The supplier's date of birth
document	text	[en] The document number of the supplier – is equivalent to 'CPF/CNPJ'
email	text	[en] The email of the supplier
foreign_id	text	[en] The supplier's foreign id
identity_document	text	[en] The identity document number of the supplier – is equivalent to 'RG'
mobile_phone	text	[en] The mobile phone number of the supplier
name	text	[en] The name of the supplier
notes	text	[en] The supplier's notes and additional information
person_type	text	[en] The type of the supplier NATURAL is equivalent to 'Pessoa Física' LEGAL is equivalent to 'Pessoa Jurídica' Can be NATURAL or LEGAL
state_registration_number	text	[en] The state registration number of the supplier – 'Inscrição estadual'
state_registration_type	text	[en] The state registration type of the state registration number NO_CONTRIBUTOR : is equivalent to 'Não contribuinte' CONTRIBUTOR : is equivalent to 'Contribuinte' IMMUNE_CONTRIBUTOR : is equivalent to 'Contribuinte isento' Can be NO_CONTRIBUTOR , CONTRIBUTOR or IMMUNE_CONTRIBUTOR

Serviços

Campo	Tipo
id	text	[en] The id of the service
name	text	[en] The name of the service
value	float	[en] The value of the service
cost	float	[en] The cost of the service
code	text	[en] The code of the service, a organization field that accepts any string

Produtos

Campo	Tipo
id	text	[en] The id of the product
name	text	[en] The name of the product
value	float	[en] The sell value of the product
cost	float	[en] The cost value of the product
code	text	[en] The code of the product, a organization field that accepts any string
barcode	text	[en] The barcode of the product – 'EAN'
available_stock	float	[en] The quantity of available products in stock
ncm_code	text	[en] The NCM code of the product
cest_code	text	[en] The CEST code of the product
net_weight	text	[en] The net weight of the product
gross_weight	text	[en] The gross weight of the product
unit_measure	text	[en] The symbol of the unit measure
category_id	text	[en] The id of the product's category
category_name	text	[en] The name of the product's category