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Conta Simples is a Brazilian digital banking platform designed for businesses, offering corporate credit cards, banking services, and expense management tools. This connector extracts financial transaction data, card information, user data, and category details from your Conta Simples account into your Nekt Catalog.

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Configuring Conta Simples as a Source

In the Sources tab, click the “Add source” button in the top-right corner, then select Conta Simples from the list of connectors. Click Next and add your access details.

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1. Add account access

The following configuration fields are available:
  • API Key: API Key obtained from Conta Simples Internet Banking. Check Conta Simples developer documentation for instructions on generating your credentials.
  • API Secret: API Secret obtained from Conta Simples Internet Banking.
  • Start Date: The earliest date from which statement data will be synced.
After configuring access, click Next.

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2. Select streams

Choose which streams you want to sync. For faster extractions, select only the streams you need.
Tip: You can search streams by name.
Select the streams and click Next.

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3. Configure data streams

Customize how data should appear in your Catalog, including layer, table naming, and sync type.
  • Layer: Select the destination layer where extracted tables will be created.
  • Table name: Use the suggested name or customize it. You can also apply a prefix to all tables.
  • Sync Type: Choose between INCREMENTAL and FULL_TABLE.
When you’re done, click Next.

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4. Configure data source

Add a clear description for this source so your team can identify it easily. To define your Trigger, choose how often data should be extracted (for example, daily, weekly, or at fixed times). Optionally, configure additional settings:
  • Delta Log Retention, which controls how long old table states are kept. Learn more here.
  • Additional Full Sync, to periodically complement incremental runs with a complete refresh.
When you are ready, click Next to finalize setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, trigger a run manually from the source actions.
To see data in the Catalog, at least one source run must complete successfully.

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Streams and Fields

Below are the currently available streams in the Conta Simples connector and their main fields.
Credit card transaction records from the /statements/v1/credit-card endpoint. Supports incremental sync via transactionDate.
Banking account transaction records from the /statements/v1/banking endpoint. Supports incremental sync via transactionDate.
Credit card listing from the /credit-cards/v1/cards endpoint. Supports incremental sync via updatedAt.
Expense categories from the /categories/v1/categories endpoint. Supports incremental sync via updatedAt.
User accounts from the /users/v1/users endpoint.
User roles from the /users/v1/roles endpoint.
Pending user invitations from the /users/v1/invites endpoint.

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Implementation Notes

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Date Windowing

The Conta Simples API enforces a maximum of 62 days per query for statement endpoints. The connector automatically splits larger date ranges into 62-day windows and paginates within each window.

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Authentication

This connector uses OAuth2 client credentials flow. Tokens are automatically refreshed every 30 minutes.