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Documentation Index

Fetch the complete documentation index at: https://docs.nekt.com/llms.txt

Use this file to discover all available pages before exploring further.

CV CRM is a customer relationship management system designed specifically for Brazilian businesses. It provides tools for managing customer data, sales pipelines, and business relationships, helping companies organize and optimize their customer interactions and sales processes.

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Configuring CV CRM as a Source

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

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1. Add account access

You’ll need to authorize Nekt to access your CV CRM data. The following configurations are available:
  • Email: the email address used to authenticate against the API service. This should be a valid email address with enough permissions to access the CV CRM data you want to extract. The email should be in the format user@example.com.
  • API token: the authentication token required to access the API service. Please check this documentation to find more information about how to generate the token.
  • Company subdomain: the subdomain identifier for your company account. For example, if your CRM URL is https://mycompany.cvcrm.com.br, then your company subdomain would be mycompany.
  • Start date: the date from which you want to begin synchronizing data. This defines the earliest point in time for historical extraction. Any data created or modified before this date will not be included in the synchronization.
Once you’re done, click Next.

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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.

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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.
Once you are done configuring, click Next.

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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.

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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.

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Streams and Fields

Below you’ll find all available data streams from CV CRM and their corresponding key fields:
Stream name: leads.Endpoint:
  • /cvdw/leads
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idlead
  • idsituacao
  • situacao
  • submotivo_cancelamento
Stream name: additional_fields.Endpoint:
  • /cvdw/campos_adicionais
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idcampo
  • campo_nome
  • idfuncionalidade
Stream name: sales.Endpoint:
  • /cvdw/vendas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idreserva
  • data_reserva
  • data_venda
Stream name: reservas.Endpoint:
  • /cvdw/reservas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idreserva
  • codigointerno
  • numero_venda
Stream name: reservas_flags.Endpoint:
  • /cvdw/reservas/registros/flags
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idreserva
  • data_criacao_reserva
  • empreendimento
Stream name: pre_cadastros.Endpoint:
  • /cvdw/precadastros
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idprecadastro
  • codigointerno
  • idsituacao
Stream name: leads_visitas.Endpoint:
  • /cvdw/leads/visitas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtarefa
  • data_cad
  • data
Stream name: corretores.Endpoint:
  • /cvdw/corretores
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • ativo_login
  • idcorretor
  • idimobiliaria
Stream name: imobiliarias.Endpoint:
  • /cvdw/imobiliarias
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • ativo_painel
  • idimobiliaria
  • data_cad
Stream name: pessoas.Endpoint:
  • /cvdw/pessoas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idpessoa
  • idpessoa_int
  • idpessoa_legado
Stream name: empreendimentos.Endpoint:
  • /cadastros/empreendimentos
Sync Strategy:
  • Full table (no replication key configured)
  • Primary key(s): idempreendimento
Key Fields:
  • idempreendimento
  • idempreendimento_int
  • referencia_externa
  • nome
  • regiao
  • cidade
Stream name: campanhas_ativacao.Endpoint:
  • /cvdw/campanhas_ativacao
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idcampanha_lead
  • idcampanha
  • campanha_nome
Stream name: unidades.Endpoint:
  • /cvdw/unidades
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • idempreendimento
  • idempreendimento_int
  • nome_empreendimento
  • idtipo_empreendimento
Stream name: distratos.Endpoint:
  • /cvdw/distratos
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idreserva
  • aprovada
  • data_cad
Stream name: leads_interacoes.Endpoint:
  • /cvdw/leads/interacoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idinteracao
  • idlead
  • data_cad
Stream name: leads_tarefas.Endpoint:
  • /cvdw/leads/tarefas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtarefa
  • data_cad
  • data
Stream name: leads_historico_situacoes.Endpoint:
  • /cvdw/leads/historico/situacoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idhistorico
  • idlead
  • data_cad
Stream name: comissoes.Endpoint:
  • /cvdw/comissoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idcomissao
  • situacao
  • idsituacao
Stream name: atendimentos.Endpoint:
  • /cvdw/atendimentos
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idatendimento
  • protocolo
  • data_cad
Stream name: assistencias.Endpoint:
  • /cvdw/assistencias
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idassistencia
  • idcliente
  • documento_cliente
Stream name: leads_conversoes.Endpoint:
  • /cvdw/leads/conversoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idlead_conversao
  • idlead
  • nome
Stream name: repasses.Endpoint:
  • /cvdw/repasses
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • data_cad
  • ultima_atualizacao
  • data_modificacao_situacao
  • idreserva
Stream name: leads_workflow_tempo.Endpoint:
  • /cvdw/leads/workflow/tempo
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtempo
  • idlead
  • idsituacao
Stream name: reservas_condicoes.Endpoint:
  • /cvdw/reservas/condicoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idreservascondicoes
  • idreserva
  • serie
Stream name: reservas_contratos.Endpoint:
  • /cvdw/reservas/contratos
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idreservacontrato
  • idreserva
  • data_cad
Stream name: reservas_sienge.Endpoint:
  • /cvdw/reservas/sienge
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • data_cad
  • idsienge_reserva
  • idreserva
Stream name: leads_corretores.Endpoint:
  • /cvdw/leads/corretores
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): idlead, idcorretor, data_cad
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idlead
  • data_cad
  • idcorretor
Stream name: unidades_situacao.Endpoint:
  • /cvdw/unidades/situacao
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • idempreendimento
  • idempreendimento_int
  • nome_empreendimento
  • idtipo_empreendimento
Stream name: pre_cadastros_historico_situacoes.Endpoint:
  • /cvdw/precadastro/historico/situacoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idhistorico
  • idprecadastro
  • data_cad
Stream name: distribuicao_leads.Endpoint:
  • /cvdw/distribuicao/leads
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • id_log
  • recebido_em
  • id_fila
Stream name: empreendimentos_cvbot.Endpoint:
  • /cvbot/empreendimentos
Sync Strategy:
  • Full table (no replication key configured)
  • Primary key(s): idempreendimento
Key Fields:
  • idempreendimento
  • nome
  • endereco
  • cidade
  • estado
  • data_entrega
Stream name: empreendimentos_unidades_cvbot.Endpoint:
  • /cvbot/empreendimentos/{idempreendimento}/unidades
Sync Strategy:
  • Full table (no replication key configured)
  • Primary key(s): idunidade
Key Fields:
  • idunidade
  • nome
  • area_privativa
  • vagas_garagem
  • andar
  • area_comum
Stream name: pessoas_profissional.Endpoint:
  • /cvdw/pessoas/profissional
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idpessoa
  • idpessoa_int
  • trabalho_nome_empresa
Stream name: tipologias_unidades.Endpoint:
  • /configuracoes/tipologias-unidades
Sync Strategy:
  • Full table (no replication key configured)
  • Primary key(s): idtipologia
Key Fields:
  • idtipologia
  • nome
  • ativo_painel
  • data_cad
Stream name: reservas_associados.Endpoint:
  • /cvdw/reservas/associados
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idassociado
  • idreserva
  • idpessoa
Stream name: usuarios_administrativos.Endpoint:
  • /cvdw/usuarios_administrativos
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idusuario
  • ativo_painel
  • tipo_login
Stream name: pesquisas.Endpoint:
  • /cvdw/pesquisas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idpesquisa
  • data_inicio
  • data_fim
Stream name: pesquisas_perguntas.Endpoint:
  • /cvdw/pesquisas/perguntas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idpesquisa_pergunta
  • idpergunta
  • nome_pergunta
Stream name: pesquisas_respostas.Endpoint:
  • /cvdw/pesquisas/respostas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • data_resposta
  • idpesquisa
  • idpergunta
Stream name: assistencias_itens.Endpoint:
  • /cvdw/assistencias/itens
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idassistencia_item
  • idassistencia
  • item
Stream name: assistencias_workflow_tempo.Endpoint:
  • /cvdw/assistencias/workflow/tempo
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtempo
  • idassistencia
  • idsituacao
Stream name: assistencias_itens_workflow_tempo.Endpoint:
  • /cvdw/assistencias/itens/workflow/tempo
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtempo
  • idassistencia
  • idsituacao
Stream name: assistencias_visitas_workflow_tempo.Endpoint:
  • /cvdw/assistencias/visitas/workflow/tempo
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtempo
  • idvisita
  • idsituacao
Stream name: atendimentos_respostas.Endpoint:
  • /cvdw/atendimentos/respostas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idresposta
  • idatendimento
  • idusuario
Stream name: atendimentos_workflow_tempo.Endpoint:
  • /cvdw/atendimentos/workflow/tempo
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtempo
  • idatendimento
  • idsituacao
Stream name: atendimentos_interacoes.Endpoint:
  • /cvdw/atendimentos/interacoes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idinteracao
  • idatendimento
  • idusuario
Stream name: unidades_precos.Endpoint:
  • /cvdw/unidades/precos
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idunidade
  • unidade
  • valor_avaliacao
Stream name: atendimentos_times.Endpoint:
  • /cvdw/atendimentos/times
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtime
  • idgestor
  • gestor
Stream name: atendimentos_times_integrantes.Endpoint:
  • /cvdw/atendimentos/times/integrantes
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idintegrante
  • idtime
  • time
Stream name: atendimentos_tarefas.Endpoint:
  • /cvdw/atendimentos/tarefas
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idatendimento
  • protocolo
  • data_cad
Stream name: reservas_workflow_tempo.Endpoint:
  • /cvdw/reservas/workflow/tempo
Sync Strategy:
  • Incremental replication key: referencia_data
  • Primary key(s): referencia
Key Fields:
  • referencia
  • referencia_data
  • ativo
  • idtempo
  • idreserva
  • idsituacao
  • situacao
  • sigla
  • tempo
  • data_cad

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