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Documentation Index

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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.
FieldTypeDescription
idStringUnique transaction identifier.
operationStringTransaction direction: CASH_IN or CASH_OUT.
transactionDateDateTimeDate and time of the transaction.
statusStringTransaction status: PENDING, PROCESSED, or CANCELED.
isCanceledBooleanWhether the transaction was canceled.
typeStringTransaction type (e.g., PURCHASE, REFUND, IOF).
merchantStringName of the merchant or establishment.
amountBrlNumberTransaction amount in BRL.
exchangeRateUsdNumberUSD exchange rate (for international transactions).
card_idStringCard identifier.
card_maskedNumberStringMasked card number (e.g., **** **** **** 1234).
card_responsibleNameStringName of the cardholder.
card_responsibleEmailStringEmail of the cardholder.
card_typeStringCard type: VIRTUAL or PHYSICAL.
category_idStringCategory identifier.
category_nameStringCategory name.
costCenter_idStringCost center identifier.
costCenter_nameStringCost center name.
isConciledBooleanWhether the transaction has been reconciled.
installmentIntegerInstallment number.
notesStringUser-added notes.
attachmentsStringJSON-encoded list of attached files.
Banking account transaction records from the /statements/v1/banking endpoint. Supports incremental sync via transactionDate.
FieldTypeDescription
idIntegerUnique transaction identifier.
companyIdStringCompany identifier.
statusIntegerTransaction status code (1=Cancelled, 2=Processed, 3=Pending).
statusDescriptionStringHuman-readable status description.
accountIdIntegerBank account identifier.
transactionDateDateTimeDate and time of the transaction.
descriptionStringTransaction description.
notesStringUser-added notes.
brlAmountNumberAmount in BRL.
usdAmountNumberAmount in USD.
usdExchangeRateNumberUSD exchange rate.
totalTransactionAmountNumberTotal transaction amount.
iofAmountNumberIOF tax amount.
feeServiceAmountNumberService fee amount.
mccCodeIntegerMerchant Category Code.
mccDescriptionStringMCC description.
sourceDestinationNameStringName of the source or destination.
placeEstablishmentStringEstablishment location.
transactionType_idIntegerTransaction type identifier.
transactionType_descriptionStringTransaction type description.
category_idStringCategory identifier.
category_descriptionStringCategory description.
costCenter_idStringCost center identifier.
costCenter_descriptionStringCost center description.
user_idStringUser identifier.
user_emailStringUser email.
conciliation_conciledBooleanWhether the transaction has been reconciled.
customCategory_idIntegerCustom category identifier.
customCategory_nameStringCustom category name.
attachmentsStringJSON-encoded list of attached files.
Credit card listing from the /credit-cards/v1/cards endpoint. Supports incremental sync via updatedAt.
FieldTypeDescription
idStringUnique card identifier.
maskedNumberStringMasked card number (e.g., **** **** **** 1234).
cardHolderNameStringCardholder name.
responsible_nameStringName of the responsible person.
responsible_emailStringEmail of the responsible person.
typeStringCard type: PHYSICAL or VIRTUAL.
createdAtDateTimeCard creation date.
updatedAtDateTimeLast update date.
statusStringCard status: ACTIVATED, BLOCKED, CANCELLED, or INACTIVATED.
expirationDateDateTimeCard expiration date.
nameStringAssigned card name.
purposeStringCard purpose (e.g., FREE, TRIP, ADS, SOFTWARE).
costCenter_idStringCost center identifier.
costCenter_nameStringCost center name.
Expense categories from the /categories/v1/categories endpoint. Supports incremental sync via updatedAt.
FieldTypeDescription
idIntegerCategory identifier.
createdAtDateTimeCreation date.
updatedAtDateTimeLast update date.
companyIdStringCompany identifier.
nameStringCategory name.
type_idIntegerCategory type identifier.
type_typeStringCategory type: CUSTOM or DEFAULT.
establishmentsStringJSON-encoded list of linked establishments.
User accounts from the /users/v1/users endpoint.
FieldTypeDescription
idStringUser identifier.
emailStringUser email.
nameStringUser name.
phoneStringPhone number.
activeBooleanWhether the user is active.
role_idStringRole identifier.
role_nameStringRole name.
User roles from the /users/v1/roles endpoint.
FieldTypeDescription
idStringRole identifier.
nameStringRole name.
Pending user invitations from the /users/v1/invites endpoint.
FieldTypeDescription
idStringInvite identifier.
emailStringInvited user email.
role_idStringAssigned role identifier.
role_nameStringAssigned role name.
statusStringInvite status.
createdAtDateTimeInvite creation date.

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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.