
Configuring Convenia as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Convenia option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need an API Token to connect to Convenia:- API Token: Your Convenia API access token. You can generate this in your Convenia account settings under the API integrations section.
2. Select streams
Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you. The available streams include employees, employee details, dismissed employees, vacation solicitations, and salary history.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 a name for each table (which will contain the fetched data) and the type of sync.- Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
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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.
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 determine when to execute a 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.Streams and Fields
Below you’ll find all available data streams from Convenia and their corresponding fields:Employees
Employees
Stream containing the main employee list with comprehensive employee data.Basic Information:
id- Unique employee identifiername- First namelast_name- Last namesocial_name- Social/preferred nameemail- Corporate emailstatus- Employee statusregistration- Employee registration numberhiring_date- Hiring datebirth_date- Birth datesalary- Current salary
document- Main documents:cpf- CPF numberpis- PIS number
cpf- CPF details (id,cpf)rg- Identity document:id,number,emission_dateissuing_agency,issuing_state_id
ctps- Work card (Carteira de Trabalho):id,number,serial_numberemission_date,pis,issuing_state_id
driver_license- Driver’s license:id,number,categoryemission_date,validate_date
electoral_card- Voter registration:id,number,sectionelectoral_ward,state_id,city_id
reservist- Military service:id,reservist,ra_number,series
address- Employee address:id,zip_code,address,numbercomplement,district,state,city
department- Department (id,name)cost_center- Cost center (id,name)job- Job position (id,name)supervisor- Direct supervisor (id,name,last_name)
contact_information- Contact details:id,residential_phone,personal_phone,personal_email
bank_accounts- Array of bank accounts:id,bank,account_typeaccount,agency,digitpix,modality
emergency_contacts- Array of emergency contacts:id,name,phone,emailcellphone,work_phoneemergency_contact_relation
intern- Internship information:id,initial_at,finish_atinternship_category,is_mandatoryoccupation_area,college,cnpj- Address fields
internship_supervisor- Supervisor info
educations- Array of education records:id,course,institutiongraduation_year,education_type
nationalities- Array of nationalities:id,nationality
foreign- Foreign employee information:id,arrival_date,naturalization_datemarried_to_brazilian,has_brazilian_offspringvisa,country
disability- Disability information:id,observations,disability_type
experience_period- Trial period info:id,first_end,second_endtotal_days,experience_period_type
aso- Array of occupational health exams:id,status,exam_dateobservation,aso_motive
annotations- Array of employee annotations:id,title,notes,date
Employee Details
Employee Details
Stream with extended employee information (child of Employees stream).Additional Personal Information:
mother_name- Mother’s namefather_name- Father’s namegender- Gendergender_identity_id- Gender identity IDgender_identity- Gender identity (id,name)ethnicity_id- Ethnicity IDethnicity- Ethnicity (id,name)marital_status_id- Marital status IDnatural_from_state_uf- Birth statenatural_from_city_name- Birth cityfirst_job- Whether this is their first job
alternative_email- Alternative emailphone- Phone numbercellphone- Mobile phone
relationship_id- Employment relationship IDrelationship- Employment relationship (id,name)salary_type- Salary type (id,name)team- Team assignment (id,name)time_tracking- Whether time tracking is enabledwork_period- Work period info:journey- Journey details (monthly_hours)
dismissal- Dismissal info if applicable (id,date)
documents- Consolidated document information:cpf,rg,rg_expedition,rg_emission,rg_ufpis,ctps,ctps_serial,ctps_emission_date,ctps_ufvoter_card,voter_card_zone,voter_card_section
benefits- Array of employee benefits:id,benefit_id,nameoperator,type,payment_methodemployee_value- Employee contributioncompany_value- Company contribution
custom_fields- Array of custom fields:id,custom_field_id,name,value
Dismissed Employees
Dismissed Employees
Stream containing terminated employees with dismissal details.Key Fields:
id- Employee IDcorporate_email- Corporate email
dismissal- Dismissal details:id- Dismissal record IDdate- Dismissal datedismissal_type_id- Dismissal type IDtype- Dismissal type (id,title)termination_notice- Termination notice details:id,datetermination_notice_type_idtermination_notice_type- Type info (id,name)
dismissal_step_id- Dismissal step IDdismissal_step- Dismissal step (id,name)breaking_contract- Contract break flagremove_acess_date- Access removal dateaccountancy_date- Accountancy dateremove_benefit- Benefit removal flagmotive- Dismissal motivecomments- Additional commentsfinished_at- Dismissal completion datenewSupervisorId- New supervisor ID (for team reassignment)supervisor- New supervisor (id,name)
Employee Vacations Solicitations
Employee Vacations Solicitations
Stream for vacation requests and approvals (child of Employees stream).Request Information:
id- Solicitation IDemployee_id- Employee IDperiod_id- Vacation period IDcollective_id- Collective vacation ID (if applicable)justification- Request justificationstatus- Request status
starts_at- Vacation start datefinishes_at- Vacation end daterequested_days- Number of requested daysspent_balance- Balance spentpaid_leave- Paid leave daysallowance- Vacation allowancethirteenth- Include 13th salary advance
available_steps- Available workflow steps:supervisor_approval- Supervisor approval requiredhr_approval- HR approval requiredaccounting- Accounting step requiredsignature- Signature required
supervisor_approvals- Array of supervisor approvals:id,status,supervisor_idaction_date,updated_at,created_at
hr_approvals- Array of HR approvals:id,status,employee_idaction_date,updated_at,created_at
sent_to_accountant- Sent to accountant flagaccounting_started_at- Accounting start datehr_approvals_started_at- HR approval start datesupervisor_approvals_started_at- Supervisor approval start datesignature_started_at- Signature start date
files- Array of attached files:id,name,signablestatus,updated_at,created_at
canceled- Cancellation info:employee_id,created_at,updated_at
created_at- Request creation dateupdated_at- Last update date
Employee Salary History
Employee Salary History
Stream for salary change history (child of Employees stream).Key Fields:
id- Salary history record IDsalary- Salary valuedescription- Change descriptionis_active- Whether this is the active salarydate_from- Effective start datedate_to- Effective end date
relationship_id- Employment relationship IDrelationship- Employment relationship (id,name)department_id- Department IDdepartment- Department (id,name)team_id- Team IDteam- Team (id,name)job_description_id- Job description IDjob- Job position (id,name)cost_center_id- Cost center IDcost_center- Cost center (id,name)
motive_id- Change motive IDmotive- Change motive (id,name)
created_at- Record creation dateupdated_at- Last update date
Data Model
The following diagram illustrates the relationships between the Convenia data streams:Notes
- Employee Details is a child stream of Employees and provides extended information for each employee
- Vacation Solicitations and Salary History are also child streams, fetched per employee
- Dismissed Employees contains only terminated employees with their dismissal details
- All dates follow Brazilian format conventions