Asaas as a data source

Bring data from Asaas to Nekt.

Asaas is a payment processing platform focused on billing, recurring subscriptions, and financial operations. This connector extracts customer, payment, transfer, subscription, and financial transaction data from your Asaas account into your Nekt Catalog.

Configuring Asaas as a Source

In the Sources tab, click the “Add source” button in the top-right corner, then select Asaas from the list of connectors.

Click Next and add your access details.

1. Add account access

The following configuration fields are available:

• Access Token: Token used to authenticate against the Asaas API. For details, check Asaas authentication documentation.
• Start Date: The earliest record date to sync.
• Extract Full Payment Data: Controls which payments endpoint is used:
  • Enabled (true): extracts from /payments with the full payments schema.
  • Disabled (false): extracts from /lean/payments with a reduced payments schema.

After configuring access, click Next.

2. Select streams

Choose which streams you want to sync. For faster extractions, select only the streams you need.

Tip: You can search streams by name.

Select the streams and click Next.

3. Configure data streams

Customize how data should appear in your Catalog, including layer, table naming, and sync type.

• Layer: Select the destination layer where extracted tables will be created.
• Table name: Use the suggested name or customize it. You can also apply a prefix to all tables.
• Sync Type: Choose between INCREMENTAL and FULL_TABLE.

When you’re done, click Next.

4. Configure data source

Add a clear description for this source so your team can identify it easily.

To define your Trigger, choose how often data should be extracted (for example, daily, weekly, or at fixed times).

Optionally, configure additional settings:

• Delta Log Retention, which controls how long old table states are kept. Learn more here.
• Additional Full Sync, to periodically complement incremental runs with a complete refresh.

When you are ready, click Next to finalize setup.

5. Check your new source

You can view your new source on the Sources page. If needed, trigger a run manually from the source actions.

To see data in the Catalog, at least one source run must complete successfully.

Streams and Fields

Below are the currently available streams in the Asaas connector and their main fields.

Customers

Customer profile and billing identity information from the /customers endpoint.

Field	Type	Description
object	String	Type of object returned by the API.
id	String	Unique identifier of the record.
date_created	DateTime	Timestamp when the record was created.
name	String	Name of the record.
email	String	Email address of the customer.
phone	String	Landline phone number of the customer.
mobile_phone	String	Mobile phone number of the customer.
address	String	Street address of the customer.
address_number	String	Street number of the customer address.
complement	String	Additional address information.
province	String	District or neighborhood of the customer address.
city	Integer	Numeric identifier of the customer city.
city_name	String	Name of the customer city.
state	String	State code of the customer address.
country	String	Country of the customer address.
postal_code	String	Postal code of the customer address.
cpf_cnpj	String	Tax document number of the customer.
person_type	String	Type classification of the record.
deleted	Boolean	Indicates whether the record is deleted.
additional_emails	String	Additional email addresses for the customer.
external_reference	String	External reference identifier of the record.
notification_disabled	Boolean	Indicates whether customer notifications are disabled.
observations	String	Internal notes associated with the customer.
foreign_customer	Boolean	Indicates whether the customer is foreign.
company	String	Company name associated with the customer.
municipal_inscription	String	Municipal registration number of the customer.
state_inscription	String	State registration number of the customer.
can_delete	Boolean	Indicates whether the customer can be deleted.
cannot_be_deleted_reason	String	Reason why the customer cannot be deleted.
can_edit	Boolean	Indicates whether the customer can be edited.
cannot_edit_reason	String	Reason why the customer cannot be edited.

Payments

Payment records. The stream endpoint and some fields depend on Extract Full Payment Data.

Behavior by Configuration:

• true - Uses /payments (full schema)
• false - Uses /lean/payments (short schema)

Common Fields (both modes):

Field	Type	Description
object	String	Type of object returned by the API.
id	String	Unique identifier of the record.
date_created	DateTime	Timestamp when the record was created.
value	Number	Monetary value associated with the record.
net_value	Number	Net monetary value associated with the payment.
original_value	Number	Original monetary value associated with the payment.
interest_value	Number	Interest monetary value associated with the payment.
description	String	Description of the payment.
billing_type	String	Billing method used for the payment.
can_be_paid_after_due_date	Boolean	Indicates whether the payment can be paid after the due date.
status	String	Current status of the record.
due_date	DateTime	Due date of the payment.
original_due_date	DateTime	Original due date of the payment.
payment_date	DateTime	Date when the payment was completed.
installment_number	Integer	Installment sequence number of the payment.
external_reference	String	External reference identifier of the record.
deleted	Boolean	Indicates whether the record is deleted.
anticipated	Boolean	Indicates whether the payment was anticipated.
anticipable	Boolean	Indicates whether the payment can be anticipated.
transaction_receipt_url	String	URL of the payment transaction receipt.
discount	Object	Discount details applied to the payment.
fine	Object	Fine details applied to the payment.
interest	Object	Interest details applied to the payment.
postal_service	Boolean	Indicates whether postal service is enabled for the payment.

Short Schema (/lean/payments) Additional Fields:

Field	Type	Description
customer_id	String	Identifier of the associated customer.
subscription_id	String	Identifier of the associated subscription.
installment_id	String	Identifier of the associated installment.
payment_link_id	String	Identifier of the associated payment link.
pix_transaction_id	String	Identifier of the associated PIX transaction.
confirmed_date	DateTime	Date when the payment was confirmed.
customer_payment_date	DateTime	Date when the customer paid the payment.
credit_date	String	Date when the payment amount is credited.
duplicated_payment_id	String	Identifier of the duplicated payment record.

Full Schema (/payments) Additional Fields:

Field	Type	Description
customer	String	Identifier of the associated customer.
subscription	String	Identifier of the associated subscription.
installment	String	Identifier of the associated installment.
payment_link	String	Identifier of the associated payment link.
credit_card	Object	Credit card details used for the payment.
pix_transaction	String	Identifier of the associated PIX transaction.
pix_qr_code_id	String	Identifier of the associated PIX QR code.
confirmed_date	DateTime	Date when the payment was confirmed.
client_payment_date	DateTime	Date when the client paid the payment.
invoice_url	String	URL of the payment invoice.
invoice_number	String	Invoice number associated with the payment.
credit_date	DateTime	Date when the payment amount is credited.
estimated_credit_date	DateTime	Estimated date when the payment amount is credited.
last_invoice_viewed_date	DateTime	Date when the invoice was last viewed.
last_bank_slip_viewed_date	DateTime	Date when the bank slip was last viewed.
nosso_numero	String	Bank slip identifier assigned by the bank.
bank_slip_url	String	URL of the payment bank slip.
split	Object	Split details for the payment distribution.
days_after_due_date_to_registration_cancellation	Integer	Number of days after due date to cancel registration.
chargeback	Object	Chargeback details associated with the payment.
refunds	Array	List of refunds associated with the payment.

Subscriptions

Recurring subscription contracts from the /subscriptions endpoint.

Field	Type	Description
object	String	Type of object returned by the API.
id	String	Unique identifier of the record.
date_created	DateTime	Timestamp when the record was created.
customer	String	Identifier of the associated customer.
payment_link	String	Identifier of the associated payment link.
billing_type	String	Billing method used for the subscription.
cycle	String	Recurrence cycle of the subscription.
value	Number	Monetary value associated with the record.
gross_value	Number	Gross monetary value associated with the subscription.
next_due_date	DateTime	Next due date for the subscription payment.
end_date	DateTime	Date when the subscription ends.
description	String	Description of the subscription.
status	String	Current status of the record.
fine	Object	Fine details applied to the subscription.
interest	Object	Interest details applied to the subscription.
split	Object	Split details for the subscription distribution.
credit_card	Object	Credit card details used for the subscription.
discount	Object	Discount details applied to the subscription.
deleted	Boolean	Indicates whether the record is deleted.
max_payments	Integer	Maximum number of payments for the subscription.
external_reference	String	External reference identifier of the record.
send_payment_by_postal_service	String	Indicates whether payment is sent by postal service.

Transactions

Financial account movement records from /financialTransactions.

Field	Type	Description
object	String	Type of object returned by the API.
id	String	Unique identifier of the record.
value	Number	Monetary value associated with the record.
balance	Number	Current account balance after the transaction.
type	String	Type classification of the record.
date	DateTime	Date of the financial transaction.
description	String	Description of the financial transaction.
payment_id	String	Identifier of the associated payment.
split_id	String	Identifier of the associated split.
transfer_id	String	Identifier of the associated transfer.
anticipation_id	String	Identifier of the associated anticipation.
bill_id	String	Identifier of the associated bill.
invoice_id	String	Identifier of the associated invoice.
payment_dunning_id	String	Identifier of the associated payment dunning process.
pix_transaction_id	String	Identifier of the associated PIX transaction.
credit_bureau_report_id	String	Identifier of the associated credit bureau report.

Transfers

Transfer operations and settlement details from the /transfers endpoint.

Field	Type	Description
id	String	Unique transfer identifier
type	String	Transfer type
status	String	Transfer status
value	Number	Transfer value
net_value	Number	Net transfer value
transfer_fee	Number	Transfer fee
date_created	DateTime	Timestamp when the record was created
schedule_date	DateTime	Scheduled date
effective_date	DateTime	Effective date
authorized	Boolean	Whether the transfer is authorized
fail_reason	String	Reason for failure
external_reference	String	External reference identifier
transaction_receipt_url	String	Transaction receipt URL
operation_type	String	Operation type
description	String	Description
recurring	Boolean	Whether the transfer is recurring
end_to_end_identifier	String	End to end identifier
bank_account	Object	Bank account information

Implementation Notes

Data Freshness and Sync

• transactions uses date as replication key and is fetched in monthly windows. Missing starting timestamps gracefully fallback to the configured start_date.
• Other streams are available for standard source sync configuration and can be run as INCREMENTAL or FULL_TABLE in Nekt.

Payments Schema Selection

• Enable Extract Full Payment Data for the complete payments payload (/payments).
• Disable it for a lighter and faster extraction using /lean/payments.

Skills for agents

Download Asaas skills file

Asaas connector documentation as plain markdown, for use in AI agent contexts.