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.

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.

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.

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: 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.

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.

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.

Streams and Fields

Below you’ll find all available data streams from CV CRM and their corresponding key fields:

Leads

Stream name: leads.Endpoint:

/cvdw/leads

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idlead`	String	Lead identifier
`idsituacao`	String	Situation identifier
`situacao`	String	Situation description
`submotivo_cancelamento`	String	Cancellation sub-reason

Additional Fields

Stream name: additional_fields.Endpoint:

/cvdw/campos_adicionais

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idcampo`	String	Field identifier
`campo_nome`	String	Field name
`idfuncionalidade`	String	Feature identifier

Sales

Stream name: sales.Endpoint:

/cvdw/vendas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idreserva`	String	Reservation identifier
`data_reserva`	String	Reservation date
`data_venda`	String	Sale date

Reservas

Stream name: reservas.Endpoint:

/cvdw/reservas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idreserva`	String	Reservation identifier
`codigointerno`	String	Internal code
`numero_venda`	String	Sale number

Reservas Flags

Stream name: reservas_flags.Endpoint:

/cvdw/reservas/registros/flags

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idreserva`	String	Reservation identifier
`data_criacao_reserva`	String	Reservation creation date
`empreendimento`	String	Enterprise/Project name

Pre Cadastros

Stream name: pre_cadastros.Endpoint:

/cvdw/precadastros

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idprecadastro`	String	Pre-registration identifier
`codigointerno`	String	Internal code
`idsituacao`	String	Situation identifier

Leads Visitas

Stream name: leads_visitas.Endpoint:

/cvdw/leads/visitas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtarefa`	String	Task identifier
`data_cad`	String	Registration date
`data`	String	Date

Corretores

Stream name: corretores.Endpoint:

/cvdw/corretores

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`ativo_login`	Boolean	Login active status
`idcorretor`	String	Broker identifier
`idimobiliaria`	String	Real estate identifier

Imobiliarias

Stream name: imobiliarias.Endpoint:

/cvdw/imobiliarias

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`ativo_painel`	Boolean	Panel active status
`idimobiliaria`	String	Real estate identifier
`data_cad`	String	Registration date

Pessoas

Stream name: pessoas.Endpoint:

/cvdw/pessoas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idpessoa`	String	Person identifier
`idpessoa_int`	String	Internal person identifier
`idpessoa_legado`	String	Legacy person identifier

Empreendimentos

Stream name: empreendimentos.Endpoint:

/cadastros/empreendimentos

Sync Strategy:

Full table (no replication key configured)
Primary key(s): idempreendimento

Key Fields:

Field	Type	Description
`idempreendimento`	String	Enterprise/Project identifier
`idempreendimento_int`	String	Internal enterprise/project identifier
`referencia_externa`	String	External reference
`nome`	String	Name
`regiao`	String	Region
`cidade`	String	City

Campanhas Ativacao

Stream name: campanhas_ativacao.Endpoint:

/cvdw/campanhas_ativacao

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idcampanha_lead`	String	Lead campaign identifier
`idcampanha`	String	Campaign identifier
`campanha_nome`	String	Campaign name

Unidades

Stream name: unidades.Endpoint:

/cvdw/unidades

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`idempreendimento`	String	Enterprise/Project identifier
`idempreendimento_int`	String	Internal enterprise/project identifier
`nome_empreendimento`	String	Enterprise/Project name
`idtipo_empreendimento`	String	Enterprise/Project type identifier

Distratos

Stream name: distratos.Endpoint:

/cvdw/distratos

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idreserva`	String	Reservation identifier
`aprovada`	Boolean	Approved status
`data_cad`	String	Registration date

Leads Interacoes

Stream name: leads_interacoes.Endpoint:

/cvdw/leads/interacoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idinteracao`	String	Interaction identifier
`idlead`	String	Lead identifier
`data_cad`	String	Registration date

Leads Tarefas

Stream name: leads_tarefas.Endpoint:

/cvdw/leads/tarefas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtarefa`	String	Task identifier
`data_cad`	String	Registration date
`data`	String	Date

Leads Historico Situacoes

Stream name: leads_historico_situacoes.Endpoint:

/cvdw/leads/historico/situacoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idhistorico`	String	History identifier
`idlead`	String	Lead identifier
`data_cad`	String	Registration date

Comissoes

Stream name: comissoes.Endpoint:

/cvdw/comissoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idcomissao`	String	Commission identifier
`situacao`	String	Situation
`idsituacao`	String	Situation identifier

Atendimentos

Stream name: atendimentos.Endpoint:

/cvdw/atendimentos

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idatendimento`	String	Service/Attendance identifier
`protocolo`	String	Protocol
`data_cad`	String	Registration date

Assistencias

Stream name: assistencias.Endpoint:

/cvdw/assistencias

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idassistencia`	String	Assistance identifier
`idcliente`	String	Customer identifier
`documento_cliente`	String	Customer document

Leads Conversoes

Stream name: leads_conversoes.Endpoint:

/cvdw/leads/conversoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idlead_conversao`	String	Lead conversion identifier
`idlead`	String	Lead identifier
`nome`	String	Name

Repasses

Stream name: repasses.Endpoint:

/cvdw/repasses

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`data_cad`	String	Registration date
`ultima_atualizacao`	String	Last update
`data_modificacao_situacao`	String	Situation modification date
`idreserva`	String	Reservation identifier

Leads Workflow Tempo

Stream name: leads_workflow_tempo.Endpoint:

/cvdw/leads/workflow/tempo

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtempo`	String	Time identifier
`idlead`	String	Lead identifier
`idsituacao`	String	Situation identifier

Reservas Condicoes

Stream name: reservas_condicoes.Endpoint:

/cvdw/reservas/condicoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idreservascondicoes`	String	Reservation conditions identifier
`idreserva`	String	Reservation identifier
`serie`	String	Series

Reservas Contratos

Stream name: reservas_contratos.Endpoint:

/cvdw/reservas/contratos

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idreservacontrato`	String	Reservation contract identifier
`idreserva`	String	Reservation identifier
`data_cad`	String	Registration date

Reservas Sienge

Stream name: reservas_sienge.Endpoint:

/cvdw/reservas/sienge

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`data_cad`	String	Registration date
`idsienge_reserva`	String	Sienge reservation identifier
`idreserva`	String	Reservation identifier

Leads Corretores

Stream name: leads_corretores.Endpoint:

/cvdw/leads/corretores

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): idlead, idcorretor, data_cad

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idlead`	String	Lead identifier
`data_cad`	String	Registration date
`idcorretor`	String	Broker identifier

Unidades Situacao

Stream name: unidades_situacao.Endpoint:

/cvdw/unidades/situacao

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`idempreendimento`	String	Enterprise/Project identifier
`idempreendimento_int`	String	Internal enterprise/project identifier
`nome_empreendimento`	String	Enterprise/Project name
`idtipo_empreendimento`	String	Enterprise/Project type identifier

Pre Cadastros Historico Situacoes

Stream name: pre_cadastros_historico_situacoes.Endpoint:

/cvdw/precadastro/historico/situacoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idhistorico`	String	History identifier
`idprecadastro`	String	Pre-registration identifier
`data_cad`	String	Registration date

Distribuicao Leads

Stream name: distribuicao_leads.Endpoint:

/cvdw/distribuicao/leads

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`id_log`	String	Log identifier
`recebido_em`	String	Received at
`id_fila`	String	Queue identifier

Empreendimentos Cvbot

Stream name: empreendimentos_cvbot.Endpoint:

/cvbot/empreendimentos

Sync Strategy:

Full table (no replication key configured)
Primary key(s): idempreendimento

Key Fields:

Field	Type	Description
`idempreendimento`	String	Enterprise identifier
`nome`	String	Name
`endereco`	String	Address
`cidade`	String	City
`estado`	String	State
`data_entrega`	String	Delivery date

Empreendimentos Unidades Cvbot

Stream name: empreendimentos_unidades_cvbot.Endpoint:

/cvbot/empreendimentos/{idempreendimento}/unidades

Sync Strategy:

Full table (no replication key configured)
Primary key(s): idunidade

Key Fields:

Field	Type	Description
`idunidade`	String	Unit identifier
`nome`	String	Name
`area_privativa`	String	Private area
`vagas_garagem`	String	Garage spaces
`andar`	String	Floor
`area_comum`	String	Common area

Pessoas Profissional

Stream name: pessoas_profissional.Endpoint:

/cvdw/pessoas/profissional

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idpessoa`	String	Person identifier
`idpessoa_int`	String	Internal person identifier
`trabalho_nome_empresa`	String	Work company name

Tipologias Unidades

Stream name: tipologias_unidades.Endpoint:

/configuracoes/tipologias-unidades

Sync Strategy:

Full table (no replication key configured)
Primary key(s): idtipologia

Key Fields:

Field	Type	Description
`idtipologia`	String	Typology identifier
`nome`	String	Name
`ativo_painel`	Boolean	Panel active status
`data_cad`	String	Registration date

Reservas Associados

Stream name: reservas_associados.Endpoint:

/cvdw/reservas/associados

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idassociado`	String	Associate identifier
`idreserva`	String	Reservation identifier
`idpessoa`	String	Person identifier

Usuarios Administrativos

Stream name: usuarios_administrativos.Endpoint:

/cvdw/usuarios_administrativos

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idusuario`	String	User identifier
`ativo_painel`	Boolean	Panel active status
`tipo_login`	String	Login type

Pesquisas

Stream name: pesquisas.Endpoint:

/cvdw/pesquisas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idpesquisa`	String	Survey identifier
`data_inicio`	String	Start date
`data_fim`	String	End date

Pesquisas Perguntas

Stream name: pesquisas_perguntas.Endpoint:

/cvdw/pesquisas/perguntas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idpesquisa_pergunta`	String	Survey question identifier
`idpergunta`	String	Question identifier
`nome_pergunta`	String	Question name

Pesquisas Respostas

Stream name: pesquisas_respostas.Endpoint:

/cvdw/pesquisas/respostas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`data_resposta`	String	Response date
`idpesquisa`	String	Survey identifier
`idpergunta`	String	Question identifier

Assistencias Itens

Stream name: assistencias_itens.Endpoint:

/cvdw/assistencias/itens

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idassistencia_item`	String	Assistance item identifier
`idassistencia`	String	Assistance identifier
`item`	String	Item

Assistencias Workflow Tempo

Stream name: assistencias_workflow_tempo.Endpoint:

/cvdw/assistencias/workflow/tempo

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtempo`	String	Time identifier
`idassistencia`	String	Assistance identifier
`idsituacao`	String	Situation identifier

Assistencias Itens Workflow Tempo

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:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtempo`	String	Time identifier
`idassistencia`	String	Assistance identifier
`idsituacao`	String	Situation identifier

Assistencias Visitas Workflow Tempo

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:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtempo`	String	Time identifier
`idvisita`	String	Visit identifier
`idsituacao`	String	Situation identifier

Atendimentos Respostas

Stream name: atendimentos_respostas.Endpoint:

/cvdw/atendimentos/respostas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idresposta`	String	Response identifier
`idatendimento`	String	Service/Attendance identifier
`idusuario`	String	User identifier

Atendimentos Workflow Tempo

Stream name: atendimentos_workflow_tempo.Endpoint:

/cvdw/atendimentos/workflow/tempo

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtempo`	String	Time identifier
`idatendimento`	String	Service/Attendance identifier
`idsituacao`	String	Situation identifier

Atendimentos Interacoes

Stream name: atendimentos_interacoes.Endpoint:

/cvdw/atendimentos/interacoes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idinteracao`	String	Interaction identifier
`idatendimento`	String	Service/Attendance identifier
`idusuario`	String	User identifier

Unidades Precos

Stream name: unidades_precos.Endpoint:

/cvdw/unidades/precos

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idunidade`	String	Unit identifier
`unidade`	String	Unit
`valor_avaliacao`	String	Evaluation value

Atendimentos Times

Stream name: atendimentos_times.Endpoint:

/cvdw/atendimentos/times

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtime`	String	Team identifier
`idgestor`	String	Manager identifier
`gestor`	String	Manager name

Atendimentos Times Integrantes

Stream name: atendimentos_times_integrantes.Endpoint:

/cvdw/atendimentos/times/integrantes

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idintegrante`	String	Member identifier
`idtime`	String	Team identifier
`time`	String	Team name

Atendimentos Tarefas

Stream name: atendimentos_tarefas.Endpoint:

/cvdw/atendimentos/tarefas

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idatendimento`	String	Service/Attendance identifier
`protocolo`	String	Protocol
`data_cad`	String	Registration date

Reservas Workflow Tempo

Stream name: reservas_workflow_tempo.Endpoint:

/cvdw/reservas/workflow/tempo

Sync Strategy:

Incremental replication key: referencia_data
Primary key(s): referencia

Key Fields:

Field	Type	Description
`referencia`	String	Reference ID
`referencia_data`	String	Date reference for incremental sync
`ativo`	Boolean	Active status
`idtempo`	String	Time identifier
`idreserva`	String	Reservation identifier
`idsituacao`	String	Situation identifier
`situacao`	String	Situation name
`sigla`	String	Acronym
`tempo`	String	Time
`data_cad`	String	Registration date

Implementation Notes

Empty Response Handling

The CV CRM connector safely handles 204 No Content and empty body responses from the API, particularly on paginated endpoints. This prevents data pipeline failures when specific data streams or pages return no data during the synchronization window.

Skills for agents

Download CV CRM skills file

CV CRM connector documentation as plain markdown, for use in AI agent contexts.

​Configuring CV CRM as a Source

​1. Add account access

​2. Select streams

​3. Configure data streams

​4. Configure data source

​5. Check your new source

​Streams and Fields

​Implementation Notes

​Empty Response Handling

​Skills for agents

Download CV CRM skills file

Configuring CV CRM as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Streams and Fields

Implementation Notes

Empty Response Handling

Skills for agents