CasaSoft is a Brazilian property-management ERP for real-estate agencies, delivered in the cloud as cloudSLIM. It runs the whole rental operation: the property portfolio and its owners, the tenant contracts and the guarantees backing them, the charges billed every month, the municipal property tax, the brokerage deals, and the agency’s own service tickets and filed documents. This connector brings that operation into your catalog.

Configuring CasaSoft as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the CasaSoft option from the list of connectors. Click Next and you’ll be prompted to add your access.

1. Add account access

You’ll need a cloudSLIM user and the company code of your account. Ask CasaSoft support for a user dedicated to the integration rather than reusing a person’s login, so the extraction keeps working when people join or leave and its access can be reviewed on its own. The following configurations are available:

User: The Identificação used to sign in to cloudSLIM, usually an email address.
Password: The password of that user. It is stored encrypted.
Company code: The Empresa code of your account, a number such as 1930. It is the same code you type when signing in, and it selects which company’s data is read.
Start date: (Advanced) The earliest date to read, for the four streams CasaSoft lets us filter. See the note below on which ones. Leave it empty to load the whole history.

The Start date applies to four streams only: Tickets, Non-conformities, Property Tax (IPTU) and Charges. Everything else is always read in full, for two different reasons. Properties, tenants, owners and their insurance can only be filtered by a status or signature date, so filtering on one would leave out records registered years ago that are still active today. Documents and Brokerage Deals cannot be filtered at all. CasaSoft’s own date filter on those two endpoints returns a server error instead of data (see Known CasaSoft limitations below).Charges is the one stream where the start date really decides how much data you get. CasaSoft serves that ledger one month at a time and refuses an open-ended request, so the connector walks month by month from your start date to the current month. With the field left empty it loads the last 12 months rather than the whole history. Set a start date to go further back.

Once you’re done, click Next.

2. Select streams

Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones.

Tip: The stream can be found more easily by typing its name.

CasaSoft exposes the same entity through more than one endpoint, each carrying a different set of columns: Properties, Properties (base view) and Properties (detailed view) describe the same properties, and so do the two Owners streams and the two Surety Bonds streams. Pick the view that carries the columns you need rather than all of them; selecting several means reading the same records more than once.

Selecting a stream your cloudSLIM plan does not include will fail the extraction rather than silently produce an empty table. If a run fails saying CasaSoft refused access to a stream, unselect that stream or ask CasaSoft to release the module for the integration user.

Select the streams and click Next.

3. Configure data streams

Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, 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.
Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
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: you can choose between INCREMENTAL and FULL_TABLE.
- Incremental: every time the extraction happens, we’ll get only the new data, which is good if, for example, you want to keep every record ever fetched.
- Full table: every time the extraction happens, we’ll get the current state of the data, which is good if, for example, you don’t want to have deleted data in your catalog.

Every CasaSoft stream is a full table sync. None of the CasaSoft endpoints exposes a “last modified” column, so there is nothing an incremental sync could reliably use: a contract edited months after it was signed would never come back. Reading each collection in full on every run is what keeps the tables faithful to what is in cloudSLIM right now.

Once you are done configuring, click Next.

4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. 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). Optionally, you can define some additional settings:

Configure Delta Log Retention and determine for how long 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.

Once you are ready, click Next to finalize the setup.

5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.

For you to be able to see it on your Catalog, you need at least one successful source run.

Streams and Fields

Available streams

Stream	Slug	Sync	Description
Properties	`imoveis`	Full table	Properties with their commercial terms
Properties (base view)	`imoveis_base`	Full table	Properties with utility accounts and current tenant
Properties (detailed view)	`imoveis_detalhes`	Full table	Properties with their building and assigned staff
Property Fire Insurance	`imoveis_seguro_incendio`	Full table	Fire insurance policies for the managed properties
Tenant Contracts	`inquilinos`	Full table	Rental contracts and the tenants holding them
Tenant Contracts (detailed view)	`inquilinos_detalhes`	Full table	Contracts with their guarantee and payment agreements
Terminated Contracts	`inquilinos_contratos_baixados`	Full table	Contracts that were closed, with the reason
Surety Bonds (by contract)	`inquilinos_fiancas_seguro`	Full table	Surety bonds reached through the tenant endpoint
Owners	`proprietarios`	Full table	Owners with their payout and tax settings
Owners (base view)	`proprietarios_base`	Full table	Owners with nationality and occupation
Surety Bonds	`fianca_seguros`	Full table	Surety bonds guaranteeing rental contracts
Property Tax (IPTU)	`iptus`	Full table	Municipal property tax records
Brokerage Deals	`intermediacoes`	Full table	Deals closed by the agency and their commission
Charges	`lancamentos`	Full table	Individual charges and credits posted to a contract, read one month at a time
Recurring Charges	`taxas_fixas`	Full table	Charges configured to repeat every month
Tickets	`tickets`	Full table	Support tickets opened with the agency
Non-conformities	`rncs`	Full table	Non-conformity records from the quality process
Documents	`geds`	Full table	Index of the documents filed in cloudSLIM

Fields by stream

Below you’ll find all available data streams from CasaSoft and their corresponding fields:

Properties

Every property the agency manages, with the commercial terms agreed with its owner.Endpoint: /imoveis · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the property record in cloudSLIM.
`referencia`	String	Business reference of the property in the format 00000.000, used across cloudSLIM to link the property to its owner, tenants and charges.
`ref_proprietario`	String	Reference of the owner this property belongs to, in the format 00000.00.
`situacao_locacao`	String	Rental status of the property: Locado (rented), Divulgação (advertised), Disponível (available), Baixado (deactivated) or Próprio (owned by the agency).
`data_cadastro`	String	Date the property was registered in cloudSLIM.
`endereco`	String	Street name of the property address.
`tipo_endereco`	String	Type of thoroughfare of the address, such as Rua, Avenida or Travessa.
`numero`	String	Street number of the property.
`complemento`	String	Address complement, such as the apartment, block or unit.
`cep`	String	Brazilian postal code (CEP) of the property.
`bairro`	String	Neighbourhood of the property.
`cidade`	String	City of the property.
`estado`	String	Brazilian state (UF) of the property.
`finalidade`	String	Intended use of the property, such as residential or commercial.
`area_total`	Number	Total area of the property in square metres.
`area_util`	Number	Usable (private) area of the property in square metres.
`data_desde_locacao`	String	Date the property became available for rent.
`data_desde_venda`	String	Date the property became available for sale.
`tipo_imovel`	String	Category of the property, such as apartment, house, shop or land.
`tipo_construcao`	String	Construction type of the property, such as masonry or wood.
`data_baixa`	String	Date the property was deactivated in cloudSLIM, when it no longer is managed.
`locacao`	Boolean	Whether the property is managed for rental.
`matricula_agua`	String	Water utility account number registered for the property.
`matricula_energia`	String	Electricity utility account number registered for the property.
`matricula_gas`	String	Gas utility account number registered for the property.
`data_angariacao`	String	Date the agency took the property into its portfolio.
`comissao`	Number	Management commission charged on the rent, as a percentage.
`comissao_sobre_taxas`	String	Whether and how the commission also applies to the charges billed with the rent.
`indice_reajuste`	String	Inflation index used to adjust the rent, such as IGPM or IPCA.
`forma_reajuste`	String	How the rent adjustment is applied, for example annually on the contract date.
`valor_aluguel`	Number	Rent amount currently registered for the property.
`multa_desconto`	String	Whether the amount in valor_multa_desconto is a penalty or a discount.
`valor_multa_desconto`	Number	Penalty or discount amount applied to the rent.
`ultimo_inquilino`	String	Name of the most recent tenant of the property.
`dia_extrato`	Integer	Day of the month on which the owner statement is issued for this property.
`comissao_minima`	Boolean	Whether a minimum commission applies to this property.
`motivo_baixa_complemento`	String	Free-text reason recorded when the property was deactivated.
`divulgar_internet`	Boolean	Whether the property may be advertised on the agency’s website and portals.
`numero_mes_garantido`	Integer	Number of months of rent guaranteed to the owner regardless of tenant payment.
`grupo`	String	Grouping the agency uses to classify the property.
`administra_condominio`	Boolean	Whether the agency also administers the condominium fee of this property.

Properties (base view)

The same properties, seen through the endpoint that carries the utility accounts and the current tenant instead of the commercial terms.Endpoint: /imoveis/base · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the property record in cloudSLIM.
`referencia`	String	Business reference of the property in the format 00000.000, used across cloudSLIM to link the property to its owner, tenants and charges.
`ref_proprietario`	String	Reference of the owner this property belongs to, in the format 00000.00.
`situacao_locacao`	String	Rental status of the property.
`data_cadastro`	String	Date the property was registered in cloudSLIM.
`endereco`	String	Street name of the property address.
`tipo_endereco`	String	Type of thoroughfare of the address, such as Rua, Avenida or Travessa.
`numero`	String	Street number of the property.
`complemento`	String	Address complement, such as the apartment, block or unit.
`cep`	String	Brazilian postal code (CEP) of the property.
`bairro`	String	Neighbourhood of the property.
`cidade`	String	City of the property.
`estado`	String	Brazilian state (UF) of the property.
`finalidade`	String	Intended use of the property, such as residential or commercial.
`area_total`	Number	Total area of the property in square metres.
`area_util`	Number	Usable (private) area of the property in square metres.
`data_desde_locacao`	String	Date the property became available for rent.
`data_desde_venda`	String	Date the property became available for sale.
`tipo_imovel`	String	Category of the property, such as apartment, house, shop or land.
`tipo_construcao`	String	Construction type of the property, such as masonry or wood.
`data_baixa`	String	Date the property was deactivated in cloudSLIM.
`locacao`	Boolean	Whether the property is managed for rental.
`matricula_agua`	String	Water utility account number registered for the property.
`matricula_energia`	String	Electricity utility account number registered for the property.
`matricula_gas`	String	Gas utility account number registered for the property.
`data_agua`	String	Date the water utility account was registered or last updated.
`situacao_agua`	String	Status of the water utility account for the property.
`data_energia`	String	Date the electricity utility account was registered or last updated.
`situacao_energia`	String	Status of the electricity utility account for the property.
`data_gas`	String	Date the gas utility account was registered or last updated.
`situacao_gas`	String	Status of the gas utility account for the property.
`indicacoes_fiscais`	JSON String	Municipal fiscal registrations (indicações fiscais) linked to the property, as a JSON array of objects.
`inquilino`	JSON String	Summary of the tenant currently occupying the property, as a JSON object.

Properties (detailed view)

The same properties, enriched with the building the unit belongs to and the staff assigned to it.Endpoint: /imoveis/detalhes · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the property record in cloudSLIM.
`referencia`	String	Business reference of the property in the format 00000.000.
`ref_proprietario`	String	Reference of the owner this property belongs to, in the format 00000.00.
`situacao_locacao`	String	Rental status of the property.
`data_cadastro`	String	Date the property was registered in cloudSLIM.
`endereco`	String	Street name of the property address.
`tipo_endereco`	String	Type of thoroughfare of the address.
`numero`	String	Street number of the property.
`complemento`	String	Address complement.
`cep`	String	Brazilian postal code (CEP) of the property.
`bairro`	String	Neighbourhood of the property.
`cidade`	String	City of the property.
`estado`	String	Brazilian state (UF) of the property.
`finalidade`	String	Intended use of the property.
`area_total`	Number	Total area of the property in square metres.
`area_util`	Number	Usable (private) area of the property in square metres.
`data_desde_locacao`	String	Date the property became available for rent.
`data_desde_venda`	String	Date the property became available for sale.
`tipo_imovel`	String	Category of the property.
`tipo_construcao`	String	Construction type of the property.
`data_baixa`	String	Date the property was deactivated in cloudSLIM.
`locacao`	Boolean	Whether the property is managed for rental.
`matricula_agua`	String	Water utility account number.
`matricula_energia`	String	Electricity utility account number.
`matricula_gas`	String	Gas utility account number.
`data_angariacao`	String	Date the agency took the property into its portfolio.
`comissao`	Number	Management commission charged on the rent, as a percentage.
`comissao_sobre_taxas`	String	Whether and how the commission also applies to the charges billed.
`indice_reajuste`	String	Inflation index used to adjust the rent.
`forma_reajuste`	String	How the rent adjustment is applied.
`valor_aluguel`	Number	Rent amount currently registered for the property.
`multa_desconto`	String	Whether the amount in valor_multa_desconto is a penalty or a discount.
`valor_multa_desconto`	Number	Penalty or discount amount applied to the rent.
`ultimo_inquilino`	String	Name of the most recent tenant of the property.
`dia_extrato`	Integer	Day of the month on which the owner statement is issued.
`comissao_minima`	Boolean	Whether a minimum commission applies to this property.
`motivo_baixa_complemento`	String	Free-text reason recorded when the property was deactivated.
`divulgar_internet`	Boolean	Whether the property may be advertised on the agency’s website and portals.
`numero_mes_garantido`	Integer	Number of months of rent guaranteed to the owner.
`grupo`	String	Grouping the agency uses to classify the property.
`administra_condominio`	Boolean	Whether the agency also administers the condominium fee of this property.
`edificio`	JSON String	Building the unit belongs to, as a JSON object.
`atendente`	JSON String	Agency staff assigned to the property, as a JSON array of objects.

Property Fire Insurance

Fire insurance policies contracted for the managed properties.Endpoint: /imoveis/seguroincendio · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the fire insurance record in cloudSLIM.
`referencia`	String	Reference of the insured property, in the format 00000.000.
`seguradora_id`	String	Internal identifier of the insurance company that issued the policy.
`seguradora`	String	Name of the insurance company that issued the policy.
`apolice`	String	Policy number of the fire insurance.
`data_apolice`	String	Date the policy was issued.
`data_renovacao_seguro`	String	Date the policy is due for renewal.
`situacao`	String	Status of the policy: Normal, Cancelado (cancelled), Baixado (closed) or Simulação (quote only).
`data_situacao`	String	Date the policy reached its current status.
`data_inicio`	String	Date the coverage starts.
`data_final`	String	Date the coverage ends.
`valor_seguro`	Number	Insured value of the property.
`valo_segurado`	Number	Amount effectively insured. The field name carries the typo cloudSLIM uses in its own payload.
`valor_predial`	Number	Coverage amount for the building structure.
`valor_moveis_utencilio`	Number	Coverage amount for furniture and fittings.
`valor_vendaval`	Number	Coverage amount for windstorm damage to the building.
`valor_vendaval_conteudo`	Number	Coverage amount for windstorm damage to the contents.
`valor_danos_eletricos`	Number	Coverage amount for electrical damage.
`valor_perda_aluguel`	Number	Coverage amount for loss of rent while the property is uninhabitable.
`valor_primeira_parcela`	Number	Amount of the first instalment billed for the policy.
`valor_parcela`	Number	Amount of each remaining instalment billed for the policy.
`mes_ano_inicial`	String	First month billed for the policy, as MM/YYYY.
`mes_ano_final`	String	Last month billed for the policy, as MM/YYYY.
`codigo_taxa`	String	Code of the charge type used to bill the policy, from 000 to 999.
`nao_debitar_proprietario`	Boolean	Whether the instalments must not be debited from the owner.
`nao_debitar_inquilino`	Boolean	Whether the instalments must not be debited from the tenant.
`observacao`	String	Free-text notes recorded about the policy.

Tenant Contracts

One row per rental contract: who rents, which property, on what terms.Endpoint: /inquilinos · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the tenant contract in cloudSLIM.
`referencia`	String	Business reference of the tenant contract in the format 00000.000.00. The first two blocks match the reference of the rented property.
`ref_proprietario`	String	Reference of the owner of the rented property, in the format 00000.00.
`ref_imovel`	String	Reference of the rented property, in the format 00000.000.
`imovel_id`	String	Internal identifier of the rented property, matching id on the property streams.
`nome`	String	Full name or company name of the tenant.
`cpf_cnpj`	String	Brazilian taxpayer number of the tenant: CPF for individuals, CNPJ for companies.
`tipo`	String	Whether the tenant is an individual or a company.
`situacao`	String	Status of the tenant contract: Normal, Baixado (terminated), Bloqueado (blocked) or Desocupação (moving out).
`email`	String	Email address of the tenant.
`telefone`	String	Primary phone number of the tenant.
`telefone_secundario`	String	Secondary phone number of the tenant.
`whats_app`	String	WhatsApp number of the tenant.
`data_cadastro`	String	Date the tenant was registered in cloudSLIM.
`data_locacao`	String	Date the rental contract was signed.
`data_ocupacao`	String	Date the tenant took occupancy of the property.
`data_vigencia`	String	Date the current contract term ends.
`data_baixa`	String	Date the contract was terminated, when it no longer is active.
`motivo_baixa`	String	Reason recorded for terminating the contract.
`data_ultimo_reajuste`	String	Date of the most recent rent adjustment on this contract.
`data_proxio_reajuste`	String	Date of the next scheduled rent adjustment. The field name carries the typo cloudSLIM uses in its own payload.
`data_revisional`	String	Date the contract is due for a rent review.
`indice_reajuste`	String	Inflation index used to adjust this contract’s rent, such as IGPM or IPCA.
`prazo_locacao`	Integer	Contract term, usually expressed in months.
`valor_aluguel`	Number	Rent amount agreed in this contract.
`multa_desconto`	String	Whether the amount in valor_multa_desconto is a penalty or a discount.
`valor_multa_desconto`	Number	Penalty or discount amount applied to this contract’s rent.
`fianca`	String	Type of guarantee backing the contract, such as a surety bond, a guarantor or a security deposit.
`utilizacao_imovel`	String	Declared use of the property under this contract, such as residential or commercial.
`grupo`	String	Grouping the agency uses to classify the tenant.
`data_nascimento`	String	Date of birth of the tenant, for individuals.
`estado_civil`	String	Marital status of the tenant.
`nacionalidade`	String	Nationality of the tenant.
`profissao`	String	Occupation of the tenant.
`sexo`	String	Gender recorded for the tenant.
`atendente`	JSON String	Agency staff assigned to this contract, as a JSON array of objects. Serialized as text so the column stays stable as cloudSLIM adds attributes to it.

Tenant Contracts (detailed view)

The same contracts, plus the surety bond backing them and any payment agreement negotiated with the tenant.Endpoint: /inquilinos/detalhes · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the tenant contract in cloudSLIM.
`referencia`	String	Business reference of the tenant contract in the format 00000.000.00.
`ref_proprietario`	String	Reference of the owner of the rented property, in the format 00000.00.
`ref_imovel`	String	Reference of the rented property, in the format 00000.000.
`imovel_id`	String	Internal identifier of the rented property, matching id on the property streams.
`nome`	String	Full name or company name of the tenant.
`cpf_cnpj`	String	Brazilian taxpayer number of the tenant.
`tipo`	String	Whether the tenant is an individual or a company.
`situacao`	String	Status of the tenant contract.
`email`	String	Email address of the tenant.
`telefone`	String	Primary phone number of the tenant.
`telefone_secundario`	String	Secondary phone number of the tenant.
`whats_app`	String	WhatsApp number of the tenant.
`data_cadastro`	String	Date the tenant was registered in cloudSLIM.
`data_locacao`	String	Date the rental contract was signed.
`data_ocupacao`	String	Date the tenant took occupancy of the property.
`data_vigencia`	String	Date the current contract term ends.
`data_baixa`	String	Date the contract was terminated, when it no longer is active.
`motivo_baixa`	String	Reason recorded for terminating the contract.
`data_ultimo_reajuste`	String	Date of the most recent rent adjustment on this contract.
`data_proxio_reajuste`	String	Date of the next scheduled rent adjustment.
`data_revisional`	String	Date the contract is due for a rent review.
`indice_reajuste`	String	Inflation index used to adjust this contract’s rent.
`prazo_locacao`	Integer	Contract term, usually expressed in months.
`valor_aluguel`	Number	Rent amount agreed in this contract.
`multa_desconto`	String	Whether the amount in valor_multa_desconto is a penalty or a discount.
`valor_multa_desconto`	Number	Penalty or discount amount applied to this contract’s rent.
`fianca`	String	Type of guarantee backing the contract.
`utilizacao_imovel`	String	Declared use of the property under this contract.
`grupo`	String	Grouping the agency uses to classify the tenant.
`data_nascimento`	String	Date of birth of the tenant, for individuals.
`estado_civil`	String	Marital status of the tenant.
`nacionalidade`	String	Nationality of the tenant.
`profissao`	String	Occupation of the tenant.
`sexo`	String	Gender recorded for the tenant.
`atendente`	JSON String	Agency staff assigned to this contract, as a JSON array of objects.
`fianca_seguro`	JSON String	Surety bond backing this contract, as a JSON object. The same records are available as columns in the inquilinos_fiancas_seguro stream.
`acordo`	JSON String	Payment agreement negotiated with the tenant over unpaid charges, as a JSON object: the instalments, amounts and status of the agreement.

Terminated Contracts

Contracts that were closed, with the reason and who handled it.Endpoint: /inquilinos/contratos/baixados · Primary key: referencia, data_baixa

Field	Type	Description
`referencia`	String	Reference of the terminated tenant contract, in the format 00000.000.00.
`data_baixa`	String	Date the contract was terminated.
`motivo`	String	Reason recorded for terminating the contract.
`tipo_fianca`	String	Type of guarantee that backed the contract.
`cia_seguro`	String	Insurance company of the surety bond, when the guarantee was a bond.
`atendente_nome`	String	Name of the agency staff who handled the termination.

Surety Bonds (by contract)

The same bonds as the Surety Bonds stream, reached through the tenant endpoint.Endpoint: /inquilinos/fiancas/seguro · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the surety bond record in cloudSLIM.
`referencia`	String	Reference of the tenant contract the bond guarantees, in the format 00000.000.00.
`cia_seguro`	String	Insurance company that issued the surety bond.
`numero_apolice`	String	Policy number of the surety bond.
`tipo`	String	Type of surety bond contracted.
`situacao`	String	Status of the bond, such as Normal or Cancelado.
`data_situacao`	String	Date the bond reached its current status.
`data_inicial`	String	Date the coverage starts.
`data_final`	String	Date the coverage ends.
`primeira_parcela`	String	Month and year of the first instalment charged for the bond, as MM/YYYY.
`ultima_parcela`	String	Month and year of the last instalment charged for the bond, as MM/YYYY.
`valor`	Number	Total amount of the surety bond.
`premio_liquido`	Number	Net premium of the policy, before charges and taxes.
`encargos`	Number	Charges and taxes added to the net premium.
`valor_inquilino`	Number	Share of the bond amount charged to the tenant.
`valor_proprietario`	Number	Share of the bond amount charged to the owner.
`debito_seguro`	String	Who the bond instalment is debited from.
`codigo_taxa`	String	Code of the charge type used to bill the bond, from 000 to 999.
`sobre`	String	Base the bond amount is calculated on, such as the rent or the total charges.
`observacao`	String	Free-text notes recorded about the bond.

Owners

Property owners, with their contact details, payout terms and tax settings.Endpoint: /proprietarios · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the owner record in cloudSLIM.
`referencia`	String	Business reference of the owner in the format 00000.00, used to link the owner to their properties.
`nome`	String	Full name or company name of the owner.
`cpf_cnpj`	String	Brazilian taxpayer number of the owner: CPF for individuals, CNPJ for companies.
`tipo`	String	Whether the owner is an individual or a company.
`email`	String	Email address of the owner.
`telefone`	String	Primary phone number of the owner.
`telefone_secundario`	String	Secondary phone number of the owner.
`telefone_whats_app`	String	WhatsApp number of the owner.
`endereco`	String	Street name of the owner’s mailing address.
`numero`	String	Street number of the owner’s mailing address.
`complemento`	String	Address complement of the owner’s mailing address.
`cep`	String	Brazilian postal code (CEP) of the owner’s mailing address.
`bairro`	String	Neighbourhood of the owner’s mailing address.
`cidade`	String	City of the owner’s mailing address.
`estado`	String	Brazilian state (UF) of the owner’s mailing address.
`est_civil`	String	Marital status of the owner.
`grupo`	String	Grouping the agency uses to classify the owner.
`sub_grupo`	String	Sub-grouping the agency uses to classify the owner.
`data_cadastro`	String	Date the owner was registered in cloudSLIM.
`sexo`	String	Gender recorded for the owner.
`data_nascimento`	String	Date of birth of the owner, for individuals.
`data_baixa`	String	Date the owner was deactivated in cloudSLIM.
`participacao`	Number	Share of the property this owner holds, as a percentage, when a property has more than one owner.
`dia_extrato`	Integer	Day of the month on which this owner’s statement is issued.
`calcular_irrf`	Boolean	Whether Brazilian withholding income tax (IRRF) is calculated on this owner’s rental income.
`irrf_desconto_simplificado`	Boolean	Whether the simplified IRRF deduction is applied to this owner.

Owners (base view)

The same owners, seen through the endpoint that carries nationality and occupation instead of the payout terms.Endpoint: /proprietarios/base · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the owner record in cloudSLIM.
`referencia`	String	Business reference of the owner in the format 00000.00, used to link the owner to their properties.
`nome`	String	Full name or company name of the owner.
`cpf_cnpj`	String	Brazilian taxpayer number of the owner.
`tipo`	String	Whether the owner is an individual or a company.
`email`	String	Email address of the owner.
`telefone`	String	Primary phone number of the owner.
`telefone_secundario`	String	Secondary phone number of the owner.
`telefone_whats_app`	String	WhatsApp number of the owner.
`endereco`	String	Street name of the owner’s mailing address.
`numero`	String	Street number of the owner’s mailing address.
`complemento`	String	Address complement of the owner’s mailing address.
`cep`	String	Brazilian postal code (CEP) of the owner’s mailing address.
`bairro`	String	Neighbourhood of the owner’s mailing address.
`cidade`	String	City of the owner’s mailing address.
`estado`	String	Brazilian state (UF) of the owner’s mailing address.
`est_civil`	String	Marital status of the owner.
`grupo`	String	Grouping the agency uses to classify the owner.
`sub_grupo`	String	Sub-grouping the agency uses to classify the owner.
`data_cadastro`	String	Date the owner was registered in cloudSLIM.
`nacionalidade`	String	Nationality of the owner.
`profissao`	String	Occupation of the owner.

Surety Bonds

Surety bonds (seguro fianca) contracted to guarantee rental contracts.Endpoint: /fiancaSeguros · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the surety bond record in cloudSLIM.
`referencia`	String	Reference of the tenant contract the bond guarantees, in the format 00000.000.00.
`cia_seguro`	String	Insurance company that issued the surety bond.
`numero_apolice`	String	Policy number of the surety bond.
`tipo`	String	Type of surety bond contracted.
`situacao`	String	Status of the bond, such as Normal or Cancelado.
`data_situacao`	String	Date the bond reached its current status.
`data_inicial`	String	Date the coverage starts.
`data_final`	String	Date the coverage ends.
`primeira_parcela`	String	Month and year of the first instalment charged for the bond, as MM/YYYY.
`ultima_parcela`	String	Month and year of the last instalment charged for the bond, as MM/YYYY.
`valor`	Number	Total amount of the surety bond.
`premio_liquido`	Number	Net premium of the policy, before charges and taxes.
`encargos`	Number	Charges and taxes added to the net premium.
`valor_inquilino`	Number	Share of the bond amount charged to the tenant.
`valor_proprietario`	Number	Share of the bond amount charged to the owner.
`debito_seguro`	String	Who the bond instalment is debited from.
`codigo_taxa`	String	Code of the charge type used to bill the bond, from 000 to 999.
`sobre`	String	Base the bond amount is calculated on, such as the rent or the total charges.
`observacao`	String	Free-text notes recorded about the bond.

Property Tax (IPTU)

Municipal property tax records tied to the managed properties. Honours the source’s start date.Endpoint: /iptus · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the property tax record in cloudSLIM.
`referencia`	String	Reference of the property the tax record belongs to, in the format 00000.000.
`codigo_iptu`	String	Municipal fiscal registration code (indicação fiscal) the tax is assessed on.
`codigo_imovel_prefeitura`	String	Identifier of the property in the municipality’s own records.
`codigo_contribuinte`	String	Taxpayer code registered with the municipality for this property.
`regiao_id`	String	Internal identifier of the region the property belongs to.
`data_cadastro`	String	Date the tax record was registered in cloudSLIM. This is the date the source’s start date filters on.
`data_ultima_alteracao`	String	Date the tax record was last changed in cloudSLIM.
`data_baixa`	String	Date the fiscal registration was deactivated.
`situacao`	String	Status of the property tax record.
`situacao_locacao`	String	Rental status of the property the tax record belongs to.
`natureza`	String	Nature of the property as classified by the municipality.
`zoneamento`	String	Municipal zoning classification of the property.
`area_terreno`	Number	Land area assessed by the municipality, in square metres.
`area_construida`	Number	Built area assessed by the municipality, in square metres.
`valor_venal_imovel`	Number	Assessed (venal) value of the property used to calculate the tax.
`aliquota`	Number	Tax rate applied to the assessed value, as a percentage.
`economia`	Number	Number of economic units (economias) the municipality counts on the fiscal registration.
`percentual`	Number	Share of the fiscal registration’s total tax that falls on this property, as a percentage.
`total_valor`	Number	Total tax amount assessed for the fiscal registration.
`valor_rateado`	Number	Portion of the total tax apportioned to this property.
`total_data_vencimento`	String	Due date of the tax when paid in a single instalment.
`numero_parcela`	Integer	Number of instalments the tax is split into.
`mes_primeira_parcela`	String	Month of the year the first instalment is due.
`codigo_taxa`	String	Code of the charge type used to bill the tax to the contract.
`gerar_pagamento`	Boolean	Whether the agency pays the tax to the municipality on the owner’s behalf.
`proprietario_pgto_total`	Boolean	Whether the owner paid the whole assessed amount.
`inquilino_pgto_total`	Boolean	Whether the tenant paid the whole assessed amount.
`nao_creditar_proprietario`	Boolean	Whether the amount must not be credited to the owner’s statement.
`isento`	Boolean	Whether the property is exempt from the tax.
`recibo`	String	Receipt number recorded for the tax payment.
`observacao_do_iptu`	String	Free-text notes recorded about the property tax record.
`parcelas`	JSON String	Instalments of the tax as assessed by the municipality, as a JSON array of objects.
`iptu_parcelas`	JSON String	Instalments as billed by the agency, as a JSON array of objects. These are what reaches the owner’s or tenant’s statement.

Brokerage Deals

Brokerage deals closed by the agency, with the commission and how it is collected. Always read in full. CasaSoft’s date filter on this endpoint returns a server error.Endpoint: /intermediacoes · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the brokerage deal in cloudSLIM.
`referencia`	String	Reference of the property the deal refers to, in the format 00000.000.
`endereco_imovel`	String	Address of the property the deal refers to.
`data_cadastro`	String	Date the deal was registered in cloudSLIM. CasaSoft’s filter on this date is broken on their side, so every deal is read and the source’s start date does not narrow it.
`negociador`	String	Name of the broker who closed the deal.
`comissao_negociador`	Number	Commission owed to the broker for the deal.
`valor_aluguel`	Number	Rent agreed in the deal, which the brokerage fee is calculated from.
`codigo_taxa`	String	Code of the charge type used to bill the brokerage fee.
`parcelas`	JSON String	Instalments the brokerage fee is collected in, as a JSON array of objects with their periods and amounts.
`observacao`	String	Free-text notes recorded about the deal.
`as_json`	JSON String	The deal exactly as cloudSLIM serializes it internally, as a JSON string.

Charges

The agency’s ledger: every charge and credit posted against a contract in a given month. Read one month per request, from the source’s start date to the current month.Endpoint: /lancamentos · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the charge in cloudSLIM.
`referencia`	String	Reference of the contract the charge belongs to, in the format 00000.000.00.
`periodo`	String	Month the charge belongs to, as MM/YYYY.
`dia_periodo`	Integer	Day within the period the charge is assigned to.
`data_lancamento`	String	Date the charge was posted.
`codigo_taxa`	String	Code of the charge type, from 000 to 999. It identifies what is being charged: rent, condominium fee, insurance instalment and so on.
`historico`	String	Description of the charge, as it appears on the statement.
`complemento`	String	Additional description printed with the charge.
`participante`	String	Participant number, from 00 to 99, distinguishing co-owners or co-tenants sharing the same contract.
`inquilino_dcn`	String	How the charge affects the tenant: D debits it, C credits it, N leaves the tenant untouched.
`proprietario_dcn`	String	How the charge affects the owner: D debits it, C credits it, N leaves the owner untouched.
`comissao_dcn`	String	How the charge affects the agency’s commission: D debits it, C credits it, N leaves it untouched, A excludes the charge from the commission calculation.
`valor_total`	Number	Total amount of the charge.
`valor_comissao`	Number	Portion of the charge that is the agency’s commission.

Recurring Charges

The templates behind repeated charges: what is billed every month, to whom, over which period.Endpoint: /TaxaFixas · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the recurring charge in cloudSLIM.
`referencia`	String	Reference of the contract or property the recurring charge belongs to.
`taxa`	String	Code of the charge type applied every month, from 000 to 999.
`grupo`	String	Grouping used to classify the recurring charge.
`historico`	String	Description posted with each occurrence of the charge.
`valor`	Number	Amount charged in each occurrence.
`fator`	Number	Factor the amount is calculated from, when the charge is not a fixed value: a percentage of the rent, for instance.
`periodo_inicial`	String	First month the charge is posted, as MM/YYYY.
`periodo_final`	String	Last month the charge is posted, as MM/YYYY.
`ocorrencia`	Integer	Number of times the charge has been posted so far.
`proporcional`	Boolean	Whether the amount is prorated when the contract covers only part of the month.
`participante`	String	Participant number, from 00 to 99, distinguishing co-owners or co-tenants sharing the same contract.
`proprietario_id`	String	Internal identifier of the owner the charge is assigned to.
`proprietario_dcn`	String	How the charge affects the owner: D debits it, C credits it, N leaves it untouched.
`inquilino_dcn`	String	How the charge affects the tenant: D debits it, C credits it, N leaves it untouched.
`comissao_dcn`	String	How the charge affects the agency’s commission: D debits it, C credits it, N leaves it untouched.
`usuario`	String	User who created or last changed the recurring charge.

Tickets

Support tickets opened with the agency. Honours the source’s start date.Endpoint: /tickets · Primary key: id

Field	Type	Description
`id`	String	Ticket number, unique within the company.
`assunto`	String	Subject of the ticket.
`solicitacao`	String	Full text of what the requester asked for.
`situacao`	String	Current status of the ticket, such as open, in progress or closed.
`data_hora_cadastro`	String	Date and time the ticket was opened. This is the date the source’s start date filters on.
`referencia`	String	Reference of the record the ticket is about: a property, a tenant contract or an owner, depending on referencia_tipo.
`referencia_tipo`	String	Which kind of record the reference points at.
`solicitante_nome`	String	Name of the person who opened the ticket.
`solicitante_email`	String	Email address of the person who opened the ticket.
`solicitante_telefone`	String	Phone number of the person who opened the ticket.
`equipe`	String	Team or department the ticket was filed under.
`equipe_responsavel`	String	Team currently responsible for resolving the ticket.
`atribuido_para`	String	Agency user the ticket is currently assigned to.
`responsavel`	String	Agency user accountable for the ticket.
`privativa`	Boolean	Whether the ticket is private and visible only to agency staff.
`anexo`	JSON String	Attachments of the ticket, as a JSON array of objects with the file name and identifier. The files themselves are not extracted.

Non-conformities

Non-conformity records (RNCs) from the agency’s quality process. Honours the source’s start date.Endpoint: /rncs · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the non-conformity record in cloudSLIM.

Documents

Index of the documents filed in cloudSLIM.Endpoint: /geds · Primary key: id

Field	Type	Description
`id`	String	Unique internal identifier of the document in cloudSLIM.

Implementation Notes

API Limitations and Error Handling

Document files are not extracted: The geds stream carries the index; the base64 payload cloudSLIM ships with it is dropped to prevent huge data loads.
Server Overloads: cloudSLIM sometimes reports its own overload as a 500 server error rather than a typical 429 rate limit (e.g., Maximum number of concurrent connections exceeded). The connector recognizes this and backs off for at least 30 seconds before retrying, avoiding competition for scarce connections. The extraction waits and carries on; no data is lost, but the run takes longer. If this happens frequently, ask CasaSoft to raise the connection limit for the integration user, or schedule the source outside office hours.
Repeated Server Errors: cloudSLIM answers 500 for both genuine hiccups and for endpoints that build invalid SQL. The connector treats any 5xx error as transient initially. However, if the API returns three consecutive identical error bodies (that are not overload messages), the stream stops immediately. This fast-fails a broken request instead of spending the entire retry budget on the same error. The consecutive failure tally resets upon any successful request.
Request timeout: A single page request is given 60 seconds to complete instead of the SDK’s default of 5 minutes. Across a full extraction of a real company, the slowest healthy cloudSLIM response measured 1.4 seconds, so a request that is still pending after five minutes is dead rather than slow. The shorter timeout stops the retry budget (up to 8 attempts) from being spent on dead requests, so a failing stream surfaces in minutes instead of sitting silent for around forty.

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Context

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Resources

CasaSoft as a data source

Configuring CasaSoft as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Streams and Fields

Available streams

Fields by stream

Implementation Notes

API Limitations and Error Handling

Skills for agents

Download CasaSoft skills file

​Configuring CasaSoft as a Source

​1. Add account access

​2. Select streams

​3. Configure data streams

​4. Configure data source

​5. Check your new source

​Streams and Fields

​Available streams

​Fields by stream

​Implementation Notes

​API Limitations and Error Handling

​Skills for agents

Download CasaSoft skills file

Configuring CasaSoft as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Streams and Fields

Available streams

Fields by stream

Implementation Notes

API Limitations and Error Handling

Skills for agents