Conexa is a Brazilian management platform for recurring billing, finance, and coworking spaces. The connector extracts your customers and the people linked to them, plans, contracts, sales and recurring sales, charges, expenses (bills), suppliers, accounts, and the settings around them, such as products, service categories, and receiving and payment methods. For Conexa Coworking accounts, it also extracts room bookings. With it you can analyze your recurring revenue, billing and collections, expenses, and customer base in your Lakehouse.

Configuring Conexa as a Source

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

1. Add account access

Conexa authenticates with an Application Token and your account’s subdomain. To create the token, an administrator goes to Config > Integrações > API / Token in Conexa, creates a token, and copies it.

Create the token with access to all units, so every unit’s data is extracted. The connector only reads data.

The following configurations are available:

Subdomain: the first part of the address you use to open Conexa. For https://mycompany.conexa.app, enter mycompany. Required.
Application Token: the token created in API / Token. Required.

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.

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: all Conexa streams are FULL_TABLE: Conexa does not let the connector ask only for records changed since the last sync, so every sync reads the whole table. Read more about Sync Types here.

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 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. 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.

Limits and behavior

Conexa allows 60 requests per minute per account, shared with any other integration that uses the same account. The connector reads 100 records per request and stays under that limit, so large accounts take longer to sync: about 6,000 records per minute.
If the token cannot read a stream (for example, a module that is not part of your Conexa plan), that stream is skipped with a warning and its table is not updated. The sync fails only when none of the selected streams can be read.
Fields marked “Conexa Coworking” are only filled for accounts of that product.

Streams and Fields

Below you’ll find all available data streams from Conexa and their corresponding fields. API reference: Conexa API v2.

Timestamps are stored in UTC. Objects and lists of objects (addresses, custom fields, quotas, complementary services) are stored as JSON text, and the most used values inside them also get their own columns (for example cpf, cnpj, product_id, place_name).

Companies (units)

The units (branches) your Conexa account manages (GET /companies).Primary key: company_id

Field	Type	Description
`company_id`	Integer	Unique identifier of the unit (company).
`trade_name`	String	Trade name of the unit.
`legal_name`	String	Legal name of the unit.
`cnpj`	String	CNPJ (Brazilian company taxpayer number) of the unit, digits only.
`address`	String	Address of the unit (JSON object): zipCode, street, number, neighborhood, additionalDetails, city and state (id, name and abbreviation).
`city`	String	City of the unit’s address.
`state`	String	State (abbreviation, e.g. SP) of the unit’s address.
`phone`	String	Phone number of the unit.
`notification_emails`	Array of strings	E-mail addresses that receive notifications.
`backup_emails`	Array of strings	Backup e-mail addresses.
`time_zone`	String	Time zone of the unit (e.g. America/Sao_Paulo).
`notes`	String	Notes on the unit.
`active`	Boolean	Whether the unit is active.
`created_at`	Datetime	When the unit was created in Conexa (UTC).
`updated_at`	Datetime	When the unit was last updated in Conexa (UTC).

Customers

Your customers, individuals or companies, with documents, contacts, address, tax withholding settings, and custom fields (GET /customers).Primary key: customer_id

Field	Type	Description
`customer_id`	Integer	Unique identifier of the customer.
`company_id`	Integer	Identifier of the unit (company) the customer belongs to.
`name`	String	Legal name (legal entity) or full name (individual) of the customer.
`trade_name`	String	Trade name of the customer.
`first_name`	String	First name of the customer.
`pronunciation`	String	How the customer’s name is pronounced.
`field_of_activity`	String	Line of business of the customer.
`notes`	String	Notes on the customer.
`is_juridical_person`	Boolean	Whether the customer is a legal entity (company).
`is_foreign`	Boolean	Whether the customer is foreign.
`cpf`	String	CPF (Brazilian individual taxpayer number) of an individual customer.
`cnpj`	String	CNPJ (Brazilian company taxpayer number) of a legal-entity customer.
`natural_person`	String	Data of an individual customer (JSON object): cpf, rg, birthDate, issuingAuthority, maritalStatus and profession.
`legal_person`	String	Data of a legal-entity customer (JSON object): cnpj, foundationDate, stateInscription and municipalInscription.
`foreign`	String	Data of a foreign customer (JSON object): document, birthDate and profession.
`address`	String	Address of the customer (JSON object): zipCode, street, number, neighborhood, additionalDetails, city and state (id, name and abbreviation).
`city`	String	City of the customer’s address.
`state`	String	State (abbreviation, e.g. SP) of the customer’s address.
`cell_number`	String	Mobile phone number.
`phones`	Array of strings	Contact phone numbers.
`emails`	Array of strings	E-mail addresses of the customer.
`emails_message`	Array of strings	E-mail addresses that receive messages for the customer.
`emails_financial_messages`	Array of strings	E-mail addresses that receive financial notices.
`website`	String	Website of the customer.
`has_login_access`	Boolean	Whether the customer can log in to the Conexa customer area.
`login`	String	Login of the customer area.
`automatically_issue_nfse`	String	When the service invoice (NFS-e) is issued automatically: whenGeneratingBilling, afterPaymentBilling or notIssue.
`notes_nfse`	String	Notes printed on the customer’s service invoices (NFS-e).
`has_iss_retention`	Boolean	Whether the customer withholds ISS (municipal service tax).
`tax_deductions`	String	Taxes the customer withholds (JSON object of flags): iss, ir, pis, inss, csll and cofins.
`tags_id`	Array of integers	Identifiers of the tags assigned to the customer.
`is_blocked`	Boolean	Whether the customer is blocked.
`is_active`	Boolean	Whether the customer is active.
`extra_fields`	String	Custom (extra) fields of the customer (JSON array of objects with id, name and value).
`default_due_day`	Integer	Default due day of the month of the customer’s charges.
`created_at`	Datetime	When the customer was registered in Conexa (UTC).
`is_networking_profile_visible`	Boolean	Whether the customer’s profile is shown in the networking area of the customer area (Conexa Coworking).
`is_blocked_booking_customer_area`	Boolean	Whether the customer is prevented from booking from the customer area (Conexa Coworking).
`is_allowed_booking_outside_business_hours`	Boolean	Whether the customer can book outside business hours (Conexa Coworking).
`internet_plan`	String	Name of the customer’s internet plan (Conexa Coworking, Mikrotik module).
`business_presentation`	String	Short presentation of the customer (Conexa Coworking).
`offered_services_products`	String	Services and products the customer offers (Conexa Coworking).
`reception_orientations`	String	Instructions for the front desk (Conexa Coworking).
`mailing_orientations`	String	Instructions for handling the customer’s mail (Conexa Coworking).
`mailing_address`	String	Mailing address of the customer (JSON object, Conexa Coworking): zipCode, street, number, neighborhood, additionalDetails, landmark, city and state.
`extension_numbers`	Array of strings	Phone extensions of the customer (Conexa Coworking).
`dedicated_phones`	String	Dedicated phone lines of the customer (JSON array of objects with id and phone, Conexa Coworking).
`mailboxes`	Array of strings	Mailboxes (P.O. boxes) of the customer (Conexa Coworking).

Persons

People linked to customers: partners, guarantors, and staff with access to the customer area (GET /persons).Primary key: person_id

Field	Type	Description
`person_id`	Integer	Unique identifier of the person.
`customer_id`	Integer	Identifier of the customer the person is linked to.
`company_id`	Integer	Identifier of the unit (company) the person belongs to.
`name`	String	Name of the person.
`cpf`	String	CPF (Brazilian taxpayer number).
`rg`	String	RG (Brazilian identity card) number.
`issuing_authority`	String	Authority that issued the RG (e.g. SSP).
`birth_date`	Date	Date of birth.
`marital_status`	String	Marital status: single, married, divorced, widowed or not informed.
`sex`	String	Sex: I (not informed), M (male) or F (female).
`nationality`	String	Nationality.
`place_of_birth`	String	Place of birth.
`profession`	String	Profession.
`job_title`	String	Job title at the customer.
`resume`	String	Short résumé of the person.
`notes`	String	Notes on the person.
`is_foreign`	Boolean	Whether the person is foreign.
`is_company_partner`	Boolean	Whether the person signs on behalf of the customer company.
`is_guarantor`	Boolean	Whether the person is a guarantor of the customer.
`is_individual_customer`	Boolean	Whether the person is the customer itself (individual customer).
`has_login_access`	Boolean	Whether the person can log in to the Conexa customer area.
`is_active`	Boolean	Whether the person is active.
`cell_number`	String	Mobile phone number.
`phones`	Array of strings	Phone numbers.
`emails`	Array of strings	E-mail addresses.
`photo`	String	URL of the person’s photo.
`address`	String	Address of the person (JSON object): zipCode, street, number, neighborhood, additionalDetails, city and state (id, name and abbreviation).
`can_receive_mail`	Boolean	Whether the person can receive mail for the customer (Conexa Coworking).
`url_linkedin`	String	LinkedIn profile URL (Conexa Coworking).
`url_instagram`	String	Instagram profile URL (Conexa Coworking).
`url_facebook`	String	Facebook profile URL (Conexa Coworking).
`url_twitter`	String	Twitter profile URL (Conexa Coworking).
`print_fee_id`	String	Identifier of the person in print billing files (Conexa Coworking, depends on configuration).
`access_id`	String	Identifier of the person in access control devices (Conexa Coworking, depends on configuration).
`use_facial_recognition_photo`	Boolean	Whether the person’s photo is used by facial recognition devices (Conexa Coworking).

Plans

The plans contracts are built on, with prices per billing periodicity and the quotas they include (GET /plans).Primary key: plan_id

Field	Type	Description
`plan_id`	Integer	Unique identifier of the plan.
`company_id`	Integer	Identifier of the unit (company) the plan belongs to.
`name`	String	Name of the plan.
`description`	String	Description of the plan.
`is_active`	Boolean	Whether the plan is active.
`is_custom`	Boolean	Whether the plan was created as a custom plan while registering a contract.
`is_online_contracting_enabled`	Boolean	Whether the plan can be hired online.
`service_category_id`	Integer	Identifier of the service category.
`cost_center_id`	Integer	Identifier of the cost center.
`refund_value`	Number	Amount of the returnable deposit.
`membership_fee`	Number	Membership (sign-up) fee.
`fidelity_months`	Integer	Length of the loyalty (minimum term) period, in months.
`nfse_description`	String	Description printed on the service invoice (NFS-e).
`payment_periodicities`	String	Price of the plan per billing periodicity it offers (JSON object): monthly, bimonthly, quarterly, semester and yearly.
`product_quotas`	String	Quotas of services or items included in the plan (JSON array of objects with id, productId and quota).
`receipt_description`	String	Description printed on the rental receipt (Conexa Coworking).
`is_sms_enabled`	Boolean	Whether messages are also sent by SMS (Conexa Coworking).
`private_space_ids`	Array of integers	Identifiers of the private spaces of the plan (Conexa Coworking).
`discount_on_rooms`	Number	Discount (percentage) on meeting room bookings (Conexa Coworking).
`discount_on_workstation`	Number	Discount (percentage) on shared space bookings (Conexa Coworking).
`service_correspondence_quotas`	String	Front-desk service and mail quotas (JSON object, Conexa Coworking): whether they are limited, the limit and the price of each one above it.
`booking_models`	String	Booking models for shared space workstations (JSON array of objects: id, name, shareSpaceId, frequency, isActive, startHour, endHour, resume, daysOfWeek, monthlyType, createdAt, updatedAt; Conexa Coworking).
`hour_quotas`	String	Hour quotas in meeting rooms, shared spaces or room groups (JSON array of objects: id, name, spaceId, groupId, quantity, validityType, createdAt, updatedAt; Conexa Coworking).
`created_at`	Datetime	When the plan was created in Conexa (UTC).
`updated_at`	Datetime	When the plan was last updated in Conexa (UTC).

Contracts

Recurring agreements with your customers: plan, amount, billing frequency, start and end dates, and complementary services (GET /contracts).Primary key: contract_id

Field	Type	Description
`contract_id`	Integer	Unique identifier of the contract.
`customer_id`	Integer	Identifier of the contracting customer.
`plan_id`	Integer	Identifier of the plan the contract follows.
`seller_id`	Integer	Identifier of the user (seller) responsible for the contract.
`creator_user_id`	Integer	Identifier of the user who created the contract.
`cost_center_id`	Integer	Identifier of the cost center.
`payment_frequency`	String	How often the contract is billed: Monthly, Bimonthly, Quarterly, Semester or Yearly.
`contract_summary`	String	Short description of the contract.
`start_date`	Date	Start date of the contract.
`end_date`	Date	End date of the contract, if ended.
`end_reason_id`	Integer	Identifier of the cancellation reason, if the contract was ended.
`fidelity_date`	Date	End date of the loyalty (minimum term) period.
`date_sales_generation`	Date	Date from which the contract generates sales.
`due_day`	Integer	Due day of the month of the contract’s charges.
`had_prorata`	Boolean	Whether the first billing was calculated pro rata.
`is_active`	Boolean	Whether the contract is active.
`sales_quantity`	Integer	Number of sales the contract has generated.
`amount`	Number	Final amount of the contract.
`refund_amount`	Number	Amount of the returnable deposit.
`notes`	String	Notes on the contract.
`last_contractual_readjustment`	String	Last price readjustment of the contract (JSON object): index, date and percentage.
`complementary_services`	String	Complementary services of the contract (JSON array of objects): productOrServiceId, startDate, endDate, isActive, quantity, amount and notes.
`product_quotas`	String	Quotas of products (services or items) the customer can consume without being charged (JSON array of objects with productId and quantity).
`extra_fields`	String	Custom (extra) fields of the contract (JSON array of objects).
`discount_on_rooms`	Number	Discount (percentage) on meeting room bookings (Conexa Coworking).
`discount_on_workstation`	Number	Discount (percentage) on shared space bookings (Conexa Coworking).
`is_sms_enabled`	Boolean	Whether messages are also sent by SMS (Conexa Coworking).
`private_space_id`	Integer	Identifier of the private office or room linked to the contract (Conexa Coworking).
`booking_models`	String	Workstation quotas on predefined days and hours (JSON array of objects with personId and hourPlanId, Conexa Coworking).
`hour_plan_quota`	String	Hour packages of the contract (JSON array of objects with quantity, spaceId and groupId, Conexa Coworking).
`service_correspondence_quotas`	String	Front-desk service and mail quotas (JSON object, Conexa Coworking): whether they are limited, the limit and the price of each one above it.
`created_at`	Datetime	When the contract was created in Conexa (UTC).
`updated_at`	Datetime	When the contract was last updated in Conexa (UTC).

Products

The services and items you sell (GET /products).Primary key: product_id

Field	Type	Description
`product_id`	Integer	Unique identifier of the product (service or item).
`company_id`	Integer	Identifier of the unit (company) the product belongs to.
`name`	String	Name of the service or item.
`description`	String	Description of the service or item.
`price`	Number	Price of the product.
`active`	Boolean	Whether the product is active.
`is_customer_consumable`	Boolean	Whether customers can consume the product from the customer area.
`is_default_product`	Boolean	Whether the product is a default product of the Conexa system.
`cost_center_id`	Integer	Identifier of the cost center.
`service_category_id`	Integer	Identifier of the service category.
`notifications_emails`	Array of strings	E-mail addresses notified when the product is sold.
`nfse_description`	String	Description printed on the service invoice (NFS-e).
`receipt_description`	String	Description printed on the rental receipt (Conexa Coworking).
`created_at`	Datetime	When the product was created in Conexa (UTC).
`updated_at`	Datetime	When the product was last updated in Conexa (UTC).

Service Categories

Service categories and their tax settings for service invoices (GET /serviceCategories).Primary key: service_category_id

Field	Type	Description
`service_category_id`	Integer	Unique identifier of the service category.
`name`	String	Name of the category.
`description`	String	Description of the category.
`is_active`	Boolean	Whether the category is active.
`companies`	String	Units the category belongs to (JSON array of objects with id and name).
`cnae_code`	String	CNAE code (Brazilian classification of economic activities).
`nbs_code`	String	NBS code (Brazilian nomenclature of services).
`municipal_service_code`	String	Service code of the municipality.
`municipal_tax_code`	String	Tax code of the municipality.
`municipal_benefit_code`	String	Municipal benefit code of the national NFS-e portal.
`operation_indicator_code`	String	Operation indicator code (cIndOp) of the tax reform.
`tax_classification_code`	String	Tax classification code (cClassTrib) of the tax reform.
`tax_situation_code`	String	Tax situation code (CST), usually the first 3 digits of cClassTrib.
`property_cib_code`	String	Property CIB code of the category (returned by Conexa, not documented).
`municipal_ibs_percentage`	Number	Municipal IBS rate (percentage, tax reform).
`state_ibs_percentage`	Number	State IBS rate (percentage, tax reform).
`cbs_percentage`	Number	CBS rate (percentage, tax reform).
`commission_percentage`	Number	Commission percentage (when the commission module is enabled).
`nfse_percentage`	Number	Share of the amount billed on a service invoice (percentage).
`receipt_percentage`	Number	Share of the amount billed on a receipt (percentage).
`tax_deductions`	String	Tax rates of the category (JSON object): iss, inss, pis, cofins, ir, csll, irp (public-company income tax) and minValueDarf (minimum DARF amount).

Extra Fields

Custom fields defined for customers, plans, and contracts (GET /extraFields).Primary key: id

Field	Type	Description
`id`	Integer	Unique identifier of the extra field.
`name`	String	Name of the extra field.
`type`	String	Record type the field applies to: customer, plan or contract.
`show_customer_service`	Boolean	Whether the field is shown in the customer service information.
`created_at`	Datetime	When the extra field was created in Conexa (UTC).
`updated_at`	Datetime	When the extra field was last updated in Conexa (UTC).

Sales

Every sale, whether registered by hand or generated by a contract or a recurring sale (GET /sales).Primary key: sale_id

Field	Type	Description
`sale_id`	Integer	Unique identifier of the sale.
`status`	String	Status of the sale: paid, billed, cancelled, notBilled, deductedFromQuota, billedCancelled, billedNegociated or partiallyPaid.
`customer_id`	Integer	Identifier of the customer of the sale.
`requester_id`	Integer	Identifier of the person (of the customer) who requested the sale.
`seller_id`	Integer	Identifier of the user (seller) who registered the sale.
`contract_id`	Integer	Identifier of the contract that generated the sale, if any.
`recurring_sale_id`	Integer	Identifier of the recurring sale that generated the sale, if any.
`product_id`	Integer	Identifier of the product (service or item) sold.
`product_name`	String	Name of the product sold.
`product_company_id`	Integer	Identifier of the unit (company) the product sold belongs to.
`quantity`	Number	Quantity of the product in the sale.
`original_amount`	Number	Original amount of the sale, before the discount.
`discount_value`	Number	Discount given on the sale.
`amount`	Number	Final amount of the sale, after the discount.
`reference_date`	Datetime	Date and time the sale refers to (UTC).
`notes`	String	Notes on the sale.
`created_at`	Datetime	When the sale was created in Conexa (UTC).
`updated_at`	Datetime	When the sale was last updated in Conexa (UTC).

Recurring Sales

Sales repeated on a schedule (GET /recurringSales).Primary key: recurring_sale_id

Field	Type	Description
`recurring_sale_id`	Integer	Unique identifier of the recurring sale.
`customer_id`	Integer	Identifier of the customer of the recurring sale.
`requester_id`	Integer	Identifier of the person (of the customer) who requested it.
`seller_id`	Integer	Identifier of the user (seller) responsible for the recurring sale.
`creator_user_id`	Integer	Identifier of the user who created the recurring sale.
`product_id`	Integer	Identifier of the product (service or item) sold; empty when an hour package is sold instead.
`package_id`	Integer	Identifier of the hour package sold (Conexa Coworking); empty when a product is sold instead.
`frequency`	String	How often the sale repeats: daily, weekly, monthly, bimonthly, quarterly, semester or yearly.
`occurrence_quantity`	Integer	Number of occurrences planned for the recurring sale.
`generated_quantity`	Integer	Number of sales the recurring sale has generated so far.
`start_date`	Date	Date of the first occurrence.
`end_date`	Date	Date of the last occurrence (end of the recurring sale).
`quantity`	Number	Quantity of the product in each occurrence.
`amount`	Number	Amount of each occurrence.
`notes`	String	Notes on the recurring sale.
`last_adjustment_date`	Date	Date of the last price adjustment.
`recurring_sale_contract_id`	Integer	Identifier of the contract that generated the recurring sale, if any.
`is_active`	Boolean	Whether the recurring sale is active.
`is_calculate_pro_rata`	Boolean	Whether the first occurrence is charged pro rata (Conexa Coworking).
`created_at`	Datetime	When the recurring sale was created in Conexa (UTC).
`updated_at`	Datetime	When the recurring sale was last updated in Conexa (UTC).

Charges

What your customers are billed, with amounts, due and payment dates, status, and bank slip details (GET /charges).Primary key: charge_id

Field	Type	Description
`charge_id`	Integer	Unique identifier of the charge.
`company_id`	Integer	Identifier of the unit (company) the charge belongs to.
`customer_id`	Integer	Identifier of the customer charged.
`account_id`	Integer	Identifier of the account that receives the charge.
`receiving_method`	String	Name of the receiving method configured for the charge.
`type`	String	Type of the charge: loose, contractual, returnableDeposit, contractualPlan or contractualServices.
`status`	String	Status of the charge: unpaid, paid, negotiated, generatedByNegotiation, cancelled, denied, thirdPartyCompany, protested, juridical or excluded.
`origin`	String	Where the billing came from: default, onlineHiring or invoicing.
`amount`	Number	Amount of the charge.
`raw_amount`	Number	Gross amount, before discounts (raw_amount - amount = discount).
`current_amount`	Number	Current amount, including interest and late fees.
`paid_amount`	Number	Amount paid.
`discount_amount`	Number	Discount granted on the charge.
`payment_discount_amount`	Number	Discount granted when the charge was paid.
`conditional_discount`	String	Summary of the conditional (early payment) discount.
`conditional_discount_type`	String	Type of the conditional discount: fixed or percentage.
`conditional_discount_fixed_amount`	Number	Fixed amount of the conditional discount.
`conditional_discount_percentage`	Number	Percentage of the conditional discount.
`conditional_discount_date`	Date	Last date on which the conditional discount applies.
`due_date`	Date	Due date of the charge.
`payment_date`	Date	Date the charge was paid (settled).
`competence_date`	Date	Competence (accrual) date of the charge.
`cancel_date`	Date	Date the charge was cancelled.
`installment_number`	Integer	Installment number, when the charge is paid in installments.
`total_installments_amount`	Integer	Total number of installments, when the charge is paid in installments.
`father_charge_id`	Integer	Identifier of the parent charge.
`original_charge_id`	Integer	Identifier of the original charge.
`sales_ids`	Array of integers	Identifiers of the sales billed in the charge.
`customer_views`	Integer	Number of times the customer viewed the charge.
`has_iss_retention`	Boolean	Whether the customer withholds ISS (municipal service tax).
`iss_amount`	Number	Amount of ISS withheld by the customer.
`tax_invoice_number`	Integer	Number of the service invoice (NFS-e) issued for the charge, if any.
`notes`	String	Notes on the charge.
`charge_url`	String	URL of the invoice.
`billet_digitable_line`	String	Typeable line of the bank slip (boleto), when billed by boleto.
`billet_url`	String	URL of the bank slip (boleto) PDF.
`receipt_amount`	Number	Amount of the invoice/receipt (Conexa Coworking).
`raw_receipt_amount`	Number	Gross amount of the invoice/receipt (Conexa Coworking).
`receipt_description`	String	Additional description of the invoice/receipt (Conexa Coworking).
`receipt_code`	String	Code of the invoice/receipt (Conexa Coworking).
`created_at`	Datetime	When the charge was issued (UTC).
`updated_at`	Datetime	When the charge was last updated in Conexa (UTC).

Invoicing Methods

How charges are issued (GET /invoicingMethods).Primary key: invoicing_method_id

Field	Type	Description
`invoicing_method_id`	Integer	Unique identifier of the invoicing method.
`company_id`	Integer	Identifier of the unit (company) the method belongs to.
`name`	String	Name of the invoicing method.
`type`	String	Type of the invoicing method: billet (bank slip) or others.
`is_active`	Boolean	Whether the invoicing method is active.

Receiving Methods

How payments are received, with their fees and settlement times (GET /receivingMethods).Primary key: receiving_method_id

Field	Type	Description
`receiving_method_id`	Integer	Unique identifier of the receiving method.
`name`	String	Name of the receiving method.
`max_installments`	Integer	Maximum number of installments.
`credit_days`	Integer	Days until the amount received is credited.
`is_installment_fee`	Boolean	Whether the fee is charged per installment.
`transaction_fee`	Number	Fixed fee per transaction.
`transaction_rate`	Number	Fee as a percentage of the transaction amount.
`account_id`	Integer	Identifier of the account it credits.
`cost_center_id`	Integer	Identifier of the cost center of the fee expense.
`bill_category_id`	Integer	Identifier of the expense category of the fee.
`bill_subcategory_id`	Integer	Identifier of the expense subcategory of the fee.
`payment_method_id`	Integer	Identifier of the payment method of the fee expense.
`supplier_id`	Integer	Identifier of the supplier of the fee expense.
`is_active`	Boolean	Whether the receiving method is active.
`created_at`	Datetime	When the receiving method was created in Conexa (UTC).
`updated_at`	Datetime	When the receiving method was last updated in Conexa (UTC).

Payment Methods

How expenses are paid (GET /paymentMethods).Primary key: payment_method_id

Field	Type	Description
`payment_method_id`	Integer	Unique identifier of the payment method.
`name`	String	Name of the payment method.
`max_installments`	Integer	Maximum number of installments.
`account_id`	Integer	Identifier of the account assigned to the payment method.
`is_active`	Boolean	Whether the payment method is active.
`created_at`	Datetime	When the payment method was created in Conexa (UTC).
`updated_at`	Datetime	When the payment method was last updated in Conexa (UTC).

Bills

Your expenses, with supplier, category, amounts, and due and payment dates (GET /bills).Primary key: bill_id

Field	Type	Description
`bill_id`	Integer	Unique identifier of the expense.
`parent_bill_id`	Integer	Identifier of the parent expense (partial settlement).
`original_bill_id`	Integer	Identifier of the original expense (partial settlement).
`recurrent_bill_id`	Integer	Identifier of the fixed or recurring expense that generated it.
`charge_id`	Integer	Identifier of the charge that generated the expense, if any.
`installment_id`	Integer	Identifier of the installment plan, when paid in installments.
`installment_number`	Integer	Installment number, when paid in installments.
`company_id`	Integer	Identifier of the unit (company) the expense belongs to.
`supplier_id`	Integer	Identifier of the supplier.
`account_id`	Integer	Identifier of the account the expense is paid from.
`category_id`	Integer	Identifier of the expense category.
`subcategory_id`	Integer	Identifier of the expense subcategory.
`payment_method_id`	Integer	Identifier of the payment method.
`status`	String	Status of the expense: unpaid, cancelled, paid, received or scheduled.
`type`	String	Type of the expense: fixed or loose.
`description`	String	Description of the expense.
`amount`	Number	Amount of the expense.
`paid_amount`	Number	Amount paid.
`due_date`	Date	Due date of the expense.
`competence_date`	Date	Competence (accrual) date of the expense.
`payment_date`	Date	Date the expense was paid (settled).
`document_date`	Date	Issue date of the expense document.
`document_number`	String	Number of the expense document.
`digitable_line`	String	Typeable line of the expense’s bank slip (boleto).
`is_reconciled`	Boolean	Whether the expense is reconciled with the bank statement.
`cac_is_included`	Boolean	Whether the expense is counted in the customer acquisition cost (CAC).
`cac_percentage`	Number	Share of the expense counted in the customer acquisition cost (percentage).
`cost_centers`	String	Cost centers the expense is split across (JSON array of objects with id and percentage).
`created_at`	Datetime	When the expense was created in Conexa (UTC).
`updated_at`	Datetime	When the expense was last updated in Conexa (UTC).

Bill Categories

Expense categories (GET /billCategories).Primary key: bill_category_id

Field	Type	Description
`bill_category_id`	Integer	Unique identifier of the expense category.
`name`	String	Name of the expense category.
`is_active`	Boolean	Whether the category is active.
`subcategories`	String	Subcategories of the category (JSON array of objects with id and name).

Bill Subcategories

Expense subcategories and the income statement (DRE) group each one is reported under (GET /billSubcategories).Primary key: bill_subcategory_id

Field	Type	Description
`bill_subcategory_id`	Integer	Unique identifier of the expense subcategory.
`name`	String	Name of the expense subcategory.
`bill_category_id`	Integer	Identifier of the expense category it belongs to.
`dre_category`	String	Income statement (DRE) group the subcategory is reported under.
`accounting_code`	Integer	Code of the subcategory in the accounting software.
`is_active`	Boolean	Whether the subcategory is active.

Suppliers

Your suppliers (GET /suppliers).Primary key: supplier_id

Field	Type	Description
`supplier_id`	Integer	Unique identifier of the supplier.
`name`	String	Name or trade name of the supplier.
`legal_name`	String	Legal name of a legal-entity supplier.
`type`	String	Type of the supplier: legalPerson (company) or naturalPerson (individual).
`cpf`	String	CPF (Brazilian individual taxpayer number) of an individual supplier.
`cnpj`	String	CNPJ (Brazilian company taxpayer number) of a legal-entity supplier.
`natural_person`	String	Data of an individual supplier (JSON object): cpf, rg and issuingAuthority.
`legal_person`	String	Data of a legal-entity supplier (JSON object): legalName, cnpj, stateInscription and municipalInscription.
`field_of_activity`	String	Line of business of the supplier.
`notes`	String	Notes on the supplier.
`cell_number`	String	Mobile phone number.
`website`	String	Website of the supplier.
`phones`	Array of strings	Phone numbers.
`emails`	Array of strings	E-mail addresses.
`contact_person_names`	Array of strings	Names of the contact people at the supplier.
`address`	String	Address of the supplier (JSON object): zipCode, street, number, neighborhood, additionalDetails, city and state (id, name and abbreviation).
`origin`	String	Where the supplier was registered from.
`is_active`	Boolean	Whether the supplier is active.
`created_at`	Datetime	When the supplier was created in Conexa (UTC).
`updated_at`	Datetime	When the supplier was last updated in Conexa (UTC).

Cost Centers

Cost centers (GET /costCenters).Primary key: cost_center_id

Field	Type	Description
`cost_center_id`	Integer	Unique identifier of the cost center.
`name`	String	Name of the cost center.
`created_at`	Datetime	When the cost center was created in Conexa (UTC).
`updated_at`	Datetime	When the cost center was last updated in Conexa (UTC).

Accounts

Bank and cash accounts money moves through (GET /accounts).Primary key: account_id

Field	Type	Description
`account_id`	Integer	Unique identifier of the account.
`company_id`	Integer	Identifier of the unit (company) that owns the account.
`name`	String	Name of the account.
`movement_block_until`	Date	Date until which entries in the account are blocked.
`automatic_bank_reconciliation`	Boolean	Whether the account has automatic bank reconciliation.
`accounting_code`	Integer	Code of the account in the accounting software.
`is_active`	Boolean	Whether the account is active.
`synced_at`	Datetime	When the account was last synchronized with the bank (UTC).
`created_at`	Datetime	When the account was created in Conexa (UTC).
`updated_at`	Datetime	When the account was last updated in Conexa (UTC).

Room Bookings

Meeting room bookings (GET /room/bookings). Only for Conexa Coworking accounts with the module enabled by Conexa’s support; otherwise the stream is skipped with a warning. Access passwords are not extracted.Primary key: booking_id

Field	Type	Description
`booking_id`	Integer	Unique identifier of the booking.
`sale_id`	Integer	Identifier of the sale generated by the booking.
`place_id`	Integer	Identifier of the room booked.
`place_name`	String	Name of the room booked.
`customer_id`	Integer	Identifier of the customer responsible for the booking.
`person_id`	Integer	Identifier of the person responsible for the booking.
`recurring_booking_id`	Integer	Identifier of the recurring booking it belongs to, if any.
`status`	String	Billing status of the booking: notBilled, billed, billedCancelled, partiallyPaid, paid, cancelled or deductedFromQuota.
`origin`	String	Where the booking was made: managerArea, app, api, broker or customerArea.
`start_time`	Datetime	When the booking starts (UTC).
`final_time`	Datetime	When the booking ends (UTC).
`completed`	Boolean	Whether the booking was completed.
`is_active`	Boolean	Whether the booking is active.
`is_billed`	Boolean	Whether the booking was billed.
`is_online_payment`	Boolean	Whether the booking was paid online.
`device_access_released`	Boolean	Whether access through devices was released for the booking.
`cancellation_reason`	String	Reason for the cancellation, if cancelled.
`room_temperature`	Number	Temperature set for the room (°C).
`visitors`	String	Visitors of the booking (JSON array of objects with id, name and email).
`notes`	String	Notes on the booking.
`created_at`	Datetime	When the booking was created in Conexa (UTC).
`updated_at`	Datetime	When the booking was last updated in Conexa (UTC).

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Streams and Fields

​Configuring Conexa as a Source

​1. Add account access

​2. Select streams

​3. Configure data streams

​4. Configure data source

​5. Check your new source

​Limits and behavior

​Streams and Fields

Configuring Conexa as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Limits and behavior

Streams and Fields