CV CRM as a data source

Bring data from CV CRM to Nekt.

CV CRM is a customer relationship management system designed specifically for Brazilian businesses. It provides tools for managing customer data, sales pipelines, and business relationships, helping companies organize and optimize their customer interactions and sales processes.

1. Add your CV CRM access

1. In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the CV CRM option from the list of connectors.

2. Click Next and you’ll be prompted to add the connector configuration:

   • Email: the email address used to authenticate against the API service. This should be a valid email address with enough permissions to access the CV CRM data you want to extract. The email should be in the format [e-mail].
   • API token: the authentication token required to access the API service. Please check this documentation to find more information about how to generate the token.
   • Company subdomain: the subdomain identifier for your company account. For example, if your CRM URL is https://mycompany.cvcrm.com.br, then your company subdomain would be mycompany.
   • Start date: the date from which you want to begin synchronizing data. This defines the earliest point in time for historical extraction. Any data created or modified before this date will not be included in the synchronization.

3. Click Next.

2. Select your CV CRM data streams

1. The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.

2. Click Next.

3. Configure your CV CRM data streams

1. Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a name for each table (which will effectively contain the fetched data) and the type of sync.

   • Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
   • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
   • Sync Type: depending on the data you are bringing to the lake, you can choose between INCREMENTAL and FULL_TABLE. Read more about Sync Types here.

2. Click Next.

4. Configure your CV CRM data source

1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.

2. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

3. Optionally, you can define some additional settings (if available).

   • Configure Delta Log Retention and determine for how log we should store old states of this table as it gets updated. Read more about this resource here.
   • Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.

Check your new source!

1. Click Done to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!

2. You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!

Streams and Fields

Below you’ll find all available data streams from CV CRM and their corresponding key fields:

Leads

Stream name: leads.

Endpoint:

• /cvdw/leads

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idlead
• idsituacao
• situacao

Additional Fields

Stream name: additional_fields.

Endpoint:

• /cvdw/campos_adicionais

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idcampo
• campo_nome
• idfuncionalidade

Sales

Stream name: sales.

Endpoint:

• /cvdw/vendas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idreserva
• data_reserva
• data_venda

Reservas

Stream name: reservas.

Endpoint:

• /cvdw/reservas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idreserva
• codigointerno
• numero_venda

Reservas Flags

Stream name: reservas_flags.

Endpoint:

• /cvdw/reservas/registros/flags

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idreserva
• data_criacao_reserva
• empreendimento

Pre Cadastros

Stream name: pre_cadastros.

Endpoint:

• /cvdw/precadastros

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idprecadastro
• codigointerno
• idsituacao

Leads Visitas

Stream name: leads_visitas.

Endpoint:

• /cvdw/leads/visitas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtarefa
• data_cad
• data

Corretores

Stream name: corretores.

Endpoint:

• /cvdw/corretores

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• ativo_login
• idcorretor
• idimobiliaria

Imobiliarias

Stream name: imobiliarias.

Endpoint:

• /cvdw/imobiliarias

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• ativo_painel
• idimobiliaria
• data_cad

Pessoas

Stream name: pessoas.

Endpoint:

• /cvdw/pessoas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idpessoa
• idpessoa_int
• idpessoa_legado

Empreendimentos

Stream name: empreendimentos.

Endpoint:

• /cadastros/empreendimentos

Sync Strategy:

• Full table (no replication key configured)
• Primary key(s): idempreendimento

Key Fields:

• idempreendimento
• idempreendimento_int
• referencia_externa
• nome
• regiao
• cidade

Campanhas Ativacao

Stream name: campanhas_ativacao.

Endpoint:

• /cvdw/campanhas_ativacao

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idcampanha_lead
• idcampanha
• campanha_nome

Unidades

Stream name: unidades.

Endpoint:

• /cvdw/unidades

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• idempreendimento
• idempreendimento_int
• nome_empreendimento
• idtipo_empreendimento

Distratos

Stream name: distratos.

Endpoint:

• /cvdw/distratos

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idreserva
• aprovada
• data_cad

Leads Interacoes

Stream name: leads_interacoes.

Endpoint:

• /cvdw/leads/interacoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idinteracao
• idlead
• data_cad

Leads Tarefas

Stream name: leads_tarefas.

Endpoint:

• /cvdw/leads/tarefas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtarefa
• data_cad
• data

Leads Historico Situacoes

Stream name: leads_historico_situacoes.

Endpoint:

• /cvdw/leads/historico/situacoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idhistorico
• idlead
• data_cad

Comissoes

Stream name: comissoes.

Endpoint:

• /cvdw/comissoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idcomissao
• situacao
• idsituacao

Atendimentos

Stream name: atendimentos.

Endpoint:

• /cvdw/atendimentos

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idatendimento
• protocolo
• data_cad

Assistencias

Stream name: assistencias.

Endpoint:

• /cvdw/assistencias

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idassistencia
• idcliente
• documento_cliente

Leads Conversoes

Stream name: leads_conversoes.

Endpoint:

• /cvdw/leads/conversoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idlead_conversao
• idlead
• nome

Repasses

Stream name: repasses.

Endpoint:

• /cvdw/repasses

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• data_cad
• ultima_atualizacao
• data_modificacao_situacao
• idreserva

Leads Workflow Tempo

Stream name: leads_workflow_tempo.

Endpoint:

• /cvdw/leads/workflow/tempo

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtempo
• idlead
• idsituacao

Reservas Condicoes

Stream name: reservas_condicoes.

Endpoint:

• /cvdw/reservas/condicoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idreservascondicoes
• idreserva
• serie

Reservas Contratos

Stream name: reservas_contratos.

Endpoint:

• /cvdw/reservas/contratos

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idreservacontrato
• idreserva
• data_cad

Reservas Sienge

Stream name: reservas_sienge.

Endpoint:

• /cvdw/reservas/sienge

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• data_cad
• idsienge_reserva
• idreserva

Leads Corretores

Stream name: leads_corretores.

Endpoint:

• /cvdw/leads/corretores

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): idlead, idcorretor, data_cad

Key Fields:

• referencia
• referencia_data
• ativo
• idlead
• data_cad
• idcorretor

Unidades Situacao

Stream name: unidades_situacao.

Endpoint:

• /cvdw/unidades/situacao

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• idempreendimento
• idempreendimento_int
• nome_empreendimento
• idtipo_empreendimento

Pre Cadastros Historico Situacoes

Stream name: pre_cadastros_historico_situacoes.

Endpoint:

• /cvdw/precadastro/historico/situacoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idhistorico
• idprecadastro
• data_cad

Distribuicao Leads

Stream name: distribuicao_leads.

Endpoint:

• /cvdw/distribuicao/leads

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• id_log
• recebido_em
• id_fila

Empreendimentos Cvbot

Stream name: empreendimentos_cvbot.

Endpoint:

• /cvbot/empreendimentos

Sync Strategy:

• Full table (no replication key configured)
• Primary key(s): idempreendimento

Key Fields:

• idempreendimento
• nome
• endereco
• cidade
• estado
• data_entrega

Empreendimentos Unidades Cvbot

Stream name: empreendimentos_unidades_cvbot.

Endpoint:

• /cvbot/empreendimentos/{idempreendimento}/unidades

Sync Strategy:

• Full table (no replication key configured)
• Primary key(s): idunidade

Key Fields:

• idunidade
• nome
• area_privativa
• vagas_garagem
• andar
• area_comum

Pessoas Profissional

Stream name: pessoas_profissional.

Endpoint:

• /cvdw/pessoas/profissional

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idpessoa
• idpessoa_int
• trabalho_nome_empresa

Tipologias Unidades

Stream name: tipologias_unidades.

Endpoint:

• /configuracoes/tipologias-unidades

Sync Strategy:

• Full table (no replication key configured)
• Primary key(s): idtipologia

Key Fields:

• idtipologia
• nome
• ativo_painel
• data_cad

Reservas Associados

Stream name: reservas_associados.

Endpoint:

• /cvdw/reservas/associados

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idassociado
• idreserva
• idpessoa

Usuarios Administrativos

Stream name: usuarios_administrativos.

Endpoint:

• /cvdw/usuarios_administrativos

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idusuario
• ativo_painel
• tipo_login

Pesquisas

Stream name: pesquisas.

Endpoint:

• /cvdw/pesquisas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idpesquisa
• data_inicio
• data_fim

Pesquisas Perguntas

Stream name: pesquisas_perguntas.

Endpoint:

• /cvdw/pesquisas/perguntas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idpesquisa_pergunta
• idpergunta
• nome_pergunta

Pesquisas Respostas

Stream name: pesquisas_respostas.

Endpoint:

• /cvdw/pesquisas/respostas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• data_resposta
• idpesquisa
• idpergunta

Assistencias Itens

Stream name: assistencias_itens.

Endpoint:

• /cvdw/assistencias/itens

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idassistencia_item
• idassistencia
• item

Assistencias Workflow Tempo

Stream name: assistencias_workflow_tempo.

Endpoint:

• /cvdw/assistencias/workflow/tempo

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtempo
• idassistencia
• idsituacao

Assistencias Itens Workflow Tempo

Stream name: assistencias_itens_workflow_tempo.

Endpoint:

• /cvdw/assistencias/itens/workflow/tempo

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtempo
• idassistencia
• idsituacao

Assistencias Visitas Workflow Tempo

Stream name: assistencias_visitas_workflow_tempo.

Endpoint:

• /cvdw/assistencias/visitas/workflow/tempo

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtempo
• idvisita
• idsituacao

Atendimentos Respostas

Stream name: atendimentos_respostas.

Endpoint:

• /cvdw/atendimentos/respostas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idresposta
• idatendimento
• idusuario

Atendimentos Workflow Tempo

Stream name: atendimentos_workflow_tempo.

Endpoint:

• /cvdw/atendimentos/workflow/tempo

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtempo
• idatendimento
• idsituacao

Atendimentos Interacoes

Stream name: atendimentos_interacoes.

Endpoint:

• /cvdw/atendimentos/interacoes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idinteracao
• idatendimento
• idusuario

Unidades Precos

Stream name: unidades_precos.

Endpoint:

• /cvdw/unidades/precos

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idunidade
• unidade
• valor_avaliacao

Atendimentos Times

Stream name: atendimentos_times.

Endpoint:

• /cvdw/atendimentos/times

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtime
• idgestor
• gestor

Atendimentos Times Integrantes

Stream name: atendimentos_times_integrantes.

Endpoint:

• /cvdw/atendimentos/times/integrantes

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idintegrante
• idtime
• time

Atendimentos Tarefas

Stream name: atendimentos_tarefas.

Endpoint:

• /cvdw/atendimentos/tarefas

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idatendimento
• protocolo
• data_cad

Reservas Workflow Tempo

Stream name: reservas_workflow_tempo.

Endpoint:

• /cvdw/reservas/workflow/tempo

Sync Strategy:

• Incremental replication key: referencia_data
• Primary key(s): referencia

Key Fields:

• referencia
• referencia_data
• ativo
• idtempo
• idreserva
• idsituacao
• situacao
• sigla
• tempo
• data_cad

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