CV CRM is a CRM for real estate developers in Brazil, covering lead management (Prospectar), sales and reservations (Vender), and after-sales service (Relacionar). This connector reads CV CRM through the APIs of these modules, which are included in every CV CRM plan.

Use this connector when your CV CRM account does not have CVDW, the data warehouse add-on that CV CRM sells separately. If your account has CVDW, use the CV CRM connector instead: it brings more history (status history and time spent in each workflow status). The two connectors create different tables and columns.

Before you start

A CV CRM administrative user for the integration. Each API needs the matching permission in the user’s access profile (Painel do Gestor > Perfis de acesso) and the module active in your CV CRM plan. See CV CRM’s list of permissions per endpoint.
The API token of that user, generated in CV CRM under Usuários administrativos > Token (how to generate it).
Optionally, the password of the same user. CV CRM’s newer APIs (v3/v4) do not accept the API token: they log in with the e-mail and password. Without the password, the People, Pre-registrations, and Custom fields streams are not offered; everything else works.

Configuring CV CRM (without CVDW) 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 (without CVDW) option from the list of connectors. Click Next and you’ll be prompted to add your access.

1. Add account access

The following configurations are available:

Company subdomain: The part before .cvcrm.com.br in the address you use to open CV CRM. For https://mycompany.cvcrm.com.br, type mycompany (the full address https://mycompany.cvcrm.com.br is also accepted).
E-mail: E-mail of the CV CRM administrative user that owns the API token.
API token: The API token of that user.
Password (optional): Password of the same user. Only needed for the People, Pre-registrations, and Custom fields streams.
Start date: First day read by the incremental streams (Lead interactions and Lead conversions). The other streams always bring the full history.

Once you’re done, click Next.

2. Select streams

Choose which data streams you want to sync. Select only the streams your CV CRM user has permission to read: before extracting anything, Nekt checks every selected stream, and if CV CRM refuses any of them, the run stops and lists each refused stream with the permission to fix. This avoids replacing a table with an empty one. 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: Most streams are FULL_TABLE, because CV CRM’s module APIs do not filter by update date: each run brings the complete, current list. Lead interactions and Lead conversions are INCREMENTAL. Read more about Sync Types here.

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. CV CRM allows 200 requests per minute per account, shared with your other integrations; Nekt stays below that, and pauses when the limit is reached. Optionally, you can define some additional settings:

Delta Log Retention: Determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
Additional Full Sync: Determine when to execute an additional full sync. A weekly full sync is recommended for Lead interactions and Lead conversions, to bring changes made to older records.

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.

Good to know

Dates and times are in your CV CRM account’s local time (Brasília), as CV CRM returns them.
Nested data (for example, the payment conditions and contracts of a reservation, or the answers of a ticket) is stored as JSON text in a single column.
Lead interactions and Lead conversions are read by registration date, one day back from the last run. A change made later to an older interaction or conversion (an edited text, a deactivated conversion) comes back only on a full sync. Set a weekly Additional Full Sync on these two streams to keep them aligned with CV CRM.
Inactive developments are not extracted. CV CRM’s developments API lists only active developments, so inactive developments, and their units and price tables, do not appear in the Developments, Units, and Price tables streams.
Lead conversions include inactive conversions. According to CV CRM’s documentation, the API returns no field that tells active conversions from inactive ones, so the table does not distinguish them.
Numbers are read as CV CRM documents them (dot as decimal separator). A value in an unexpected format is stored empty and the run log tells you which column was affected; it is never stored with a guessed value.
Visits of leads are in the Lead tasks and visits stream.
Not available without CVDW: status history and time spent in each workflow status (leads, reservations, transfers, pre-registrations, tickets, assistance), consolidated sales, surveys, administrative users, and campaigns.

Streams and Fields

Available streams

The table below lists every stream, its slug (the exact identifier to pass when creating the source via API) and a short description.

Stream	Slug	Sync	Needs password	Description
Leads	`leads`	Full table	No	All leads the CV CRM user can see.
Lead interactions	`leads_interacoes`	Incremental (`data_cad`)	No	Interactions (calls, e-mails, notes, WhatsApp) logged on leads.
Lead tasks and visits	`leads_tarefas`	Full table	No	Tasks and visits scheduled for leads.
Lead conversions	`leads_conversoes`	Incremental (`data_conversao`)	No	Conversions of leads (forms, integrations, campaigns).
Reservations	`reservas`	Full table	No	Every reservation, with buyer, unit, broker, payment conditions, commissions, contracts and messages.
Contract terminations	`distratos`	Full table	No	Contract terminations (distratos) of reservations.
Termination requests	`solicitacoes_distrato`	Full table	No	Reservations with a pending termination request.
Rights assignments	`cessoes`	Full table	No	Rights assignments (cessão de direitos) between customers.
Contract management	`gestoes_contrato`	Full table	No	Contract management processes.
Termination management	`gestoes_distrato`	Full table	No	Termination management processes.
Rights assignment management	`gestoes_cessao`	Full table	No	Rights assignment management processes.
Financing transfers (repasses)	`repasses`	Full table	No	Financing transfers (repasses), with bank correspondent and messages.
Commissions	`comissoes`	Full table	No	Commissions with payer, beneficiaries, payment batches and payments.
Developments	`empreendimentos`	Full table	No	Real estate developments.
Units	`unidades`	Full table	No	Units of every development, with phase and block.
Price tables	`tabelas_preco`	Full table	No	Price tables of every development.
Unit typologies	`tipologias`	Full table	No	Unit typologies.
Brokers	`corretores`	Full table	No	Brokers.
Real estate agencies	`imobiliarias`	Full table	No	Real estate agencies.
Customer service tickets	`atendimentos`	Full table	No	Customer service tickets with their answers.
Technical assistance	`assistencias`	Full table	No	Technical assistance requests.
Workflow statuses	`workflow_situacoes`	Full table	No	Workflow statuses of every CV CRM feature (names, groups and flags of each idsituacao).
People	`pessoas`	Full table	Yes	People (customers, buyers and contacts).
Pre-registrations	`pre_cadastros`	Full table	Yes	Pre-registrations (credit analyses).
Custom fields	`campos_adicionais`	Full table	Yes	Custom field definitions.

Fields by stream

Leads

Stream name: leads.Endpoint: /v1/comercial/leadsSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idlead

Field	Type	Description
`idlead`	Integer	Identifier of the lead.
`gestor`	String (JSON)	Manager responsible for the lead (JSON object with id, name and e-mail).
`imobiliaria`	String (JSON)	Real estate agency of the lead (JSON object with its data).
`corretor`	String (JSON)	Broker of the lead (JSON object with its data).
`situacao`	String (JSON)	Current workflow status of the lead (JSON object with id and name).
`nome`	String	Name of the lead.
`email`	String	E-mail address of the lead.
`telefone`	String	Phone number of the lead.
`score`	Integer	Lead scoring value.
`data_cad`	Datetime	Date and time the lead was registered in CV CRM.
`midia_principal`	String	Main media (marketing source) of the lead.
`documento_tipo`	String	Type of document (cpf or cnpj).
`documento`	String	Document number (CPF/CNPJ) of the lead.
`sexo`	String	Gender (M/F).
`renda_familiar`	Number	Family income.
`valor_negocio`	Number	Expected deal value of the lead.
`cep`	String	Postal code (CEP).
`numero`	String	Street number.
`bairro`	String	Neighborhood.
`complemento`	String	Address complement.
`estado`	String	State.
`cidade`	String	City.
`profissao`	String	Profession.
`origem`	String	Origin of the lead.
`data_reativacao`	Datetime	Timestamp when the lead was reactivated.
`data_vencimento`	Datetime	Expiration date of the lead.
`ultima_data_conversao`	Datetime	Timestamp of the most recent conversion.
`codigointerno`	String	External (ERP) code of the lead.
`possibilidade_venda`	Integer	Sales possibility score.
`resumo_insight_api`	String	AI-generated summary of the lead.
`empreendimento`	String (JSON)	Development of the lead (JSON with id and name).
`empreendimentos_id`	String	Comma-separated identifiers of the developments of interest.
`midias`	String (JSON)	All media (marketing sources) of the lead (JSON array).
`tags`	String (JSON)	Tags of the lead (JSON array).
`data_cancelamento`	Datetime	Date and time the lead was cancelled.
`motivo_cancelamento`	String (JSON)	Cancellation reason of the lead (JSON).
`submotivo_cancelamento`	String (JSON)	Subreason for cancellation (JSON).
`data_venda`	Datetime	Date and time of the sale.
`campos_adicionais`	String (JSON)	Custom field values of the lead (JSON array).
`interacao`	String (JSON)	Interactions embedded in the lead (JSON array).
`tarefa`	String (JSON)	Tasks embedded in the lead (JSON array).
`valor_venda`	Number	Sale value.
`autor_ultima_alteracao`	String	E-mail of the user who last changed the lead.
`identificador_meta`	String	Customer identifier on Meta platforms, received in WhatsApp conversations.
`qtde_simulacoes_associadas`	Integer	Number of simulations associated with the lead.
`qtde_reservas_associadas`	Integer	Number of reservations associated with the lead.
`link_interacoes`	String	Link to the lead interactions report in CV CRM.
`link_simulacoes`	String	Link to the lead simulations report in CV CRM.
`link_reservas`	String	Link to the lead reservations report in CV CRM.
`link_interesses`	String	Link to the lead interests in CV CRM.
`idrd_station`	String	Lead identifier in RD Station.
`link_rdstation`	String	Link to the lead in RD Station.

Lead interactions

Stream name: leads_interacoes.Endpoint: /v1/comercial/leads/interacoesSync Strategy:

Incremental replication key: data_cad
Primary key(s): idinteracao

Field	Type	Description
`referencia`	Integer	Reference identifier of the interaction.
`referencia_data`	Datetime	Reference date of the interaction.
`ativo`	String	Whether the interaction is active (S/N).
`idinteracao`	Integer	Unique identifier of the interaction.
`idlead`	Integer	Identifier of the lead.
`data_cad`	Datetime	Date and time the interaction was registered in CV CRM.
`tipo`	String	Type of the interaction.
`descricao`	String	Description of the interaction.
`situacao`	String	Current workflow status name of the interaction.
`enviar_corretor`	String	Indicates whether to send notification to the broker.
`enviar_imobiliaria`	String	Indicates whether to send notification to the agency.
`enviar_cliente`	String	Indicates whether to send notification to the client.
`idimobiliaria`	Integer	Identifier of the real estate agency.
`imobiliaria`	String	Name of the real estate agency.
`idcorretor`	Integer	Identifier of the broker.
`corretor`	String	Name of the broker.
`idgestor`	Integer	Identifier of the manager responsible for the lead.
`gestor_interacao`	String	Name of the manager who created the interaction.
`corretor_interacao`	String	Name of the broker who created the interaction.
`imobiliaria_interacao`	String	Name of the agency associated with the interaction.

Lead tasks and visits

Stream name: leads_tarefas.Endpoint: /v1/comercial/leads/tarefasSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idtarefa

Field	Type	Description
`idtarefa`	Integer	Identifier of the task or visit.
`responsavel`	String	Name of the user responsible for the task or visit.
`tipo_responsavel`	String	Type of the responsible person.
`idusuario`	Integer	Identifier of the CV CRM user who created the task or visit.
`idcorretor`	Integer	Identifier of the broker.
`idimobiliaria`	Integer	Identifier of the real estate agency.
`idusuario_imobiliaria`	Integer	Identifier of the agency user.
`imobiliaria`	String	Name of the real estate agency.
`tipo`	String	Type of the task or visit.
`data`	Date	Date of the task or visit.
`hora`	String	Scheduled time of the task.
`situacao`	String	Current workflow status name of the task or visit.
`motivo_concluido`	String	Reason for task completion.
`motivo_cancelamento`	String	Cancellation reason of the task or visit.
`titulo`	String	Title of the task or visit.
`prioridade`	String	Priority of the task or visit.
`idlead`	Integer	Identifier of the lead.
`email`	String	E-mail address of the task or visit.
`telefone`	String	Phone number of the task or visit.
`idempreendimento`	Integer	Identifier of the development.
`nome_empreendimento`	String	Name of the associated development.
`lead`	String	Name of the lead.
`data_conclusao`	Datetime	Date and time the task or visit was completed.
`data_cancelamento`	Datetime	Date and time the task or visit was cancelled.

Lead conversions

Stream name: leads_conversoes.Endpoint: /v1/comercial/leads-conversaoSync Strategy:

Incremental replication key: data_conversao
Primary key(s): idlead, data_conversao, nome

Field	Type	Description
`nome`	String	Name of the conversion.
`idlead`	Integer	Identifier of the lead.
`data_conversao`	Datetime	Date and time of the conversion.

Reservations

Stream name: reservas.Endpoint: /v1/comercial/reservasSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idreserva

Field	Type	Description
`idreserva`	Integer	Identifier of the reservation (the key of each entry in the API response).
`situacao`	String (JSON)	Current workflow status of the reservation (JSON object with id and name).
`imobiliaria`	String (JSON)	Real estate agency of the reservation (JSON object with its data).
`unidade`	String (JSON)	Unit of the reservation (JSON object with its data).
`titular`	String (JSON)	Main buyer (titular) of the reservation (JSON object).
`associados`	String (JSON)	Associated persons (co-buyers) of the reservation (JSON).
`associados_array`	String (JSON)	Associates of the reservation as a list (JSON array).
`corretor`	String (JSON)	Broker of the reservation (JSON object with its data).
`condicoes`	String (JSON)	Payment conditions of the reservation, including the payment series (JSON object).
`comissoes`	String (JSON)	Commission split of the reservation (JSON object).
`leads_associados`	String (JSON)	Leads associated with the reservation (JSON array).
`idproposta_cv`	Integer	Identifier of the reservation in CV CRM.
`idproposta_int`	String	External (ERP) code of the reservation.
`vendida`	String	Whether the reservation was sold (S/N).
`observacoes`	String	Notes about the reservation.
`data_contrato`	Date	Contract date.
`data`	Datetime	Date of the reservation.
`data_venda`	Datetime	Date and time of the sale.
`idtipovenda`	Integer	Identifier of the sale type.
`tipovenda`	String	Name of the sale type.
`idtipo_reserva`	Integer	Identifier of the reservation type.
`tiporeserva`	String	Reservation type description.
`idprecadastro`	Integer	Unique identifier of the pre-registration.
`ultima_mensagem`	String	Last message posted on the reservation.
`idtime`	Integer	Identifier of the sales team.
`solicitacao_distrato`	String	Whether the reservation has a termination request (S/N).
`condicao_aprovada`	String	Whether the payment condition of the reservation was approved (S/N).
`aprovada_financeiramente`	String	Alias of condicao_aprovada: whether the reservation was financially approved (S/N).
`observacao_posvenda`	String	After-sales note of the reservation.
`valor_comissao`	Number	Commission monetary value.
`valor_premio`	Number	Total bonus (prêmio) commission amount.
`distrato_aberto`	Integer	Identifier of the open termination linked to the reservation.
`contratos`	String (JSON)	Contracts linked to the reservation (JSON array).
`campos_adicionais`	String (JSON)	Custom field values of the reservation (JSON array).
`espacos_complementares`	String (JSON)	Complementary spaces (extra parking, storage) linked to the reservation (JSON array).
`empresa_correspondente`	String (JSON)	Bank correspondent company (JSON object with id and name).
`distrato`	String (JSON)	Termination linked to the reservation (JSON object).
`mensagens`	String (JSON)	Messages posted on the reservation (JSON array).
`kits_decoracao`	String (JSON)	Decoration kits linked to the reservation (JSON array).
`termo_revenda`	String	Whether the resale term was accepted.
`data_cancelamento`	Datetime	Date and time the reservation was cancelled.
`data_distrato`	Datetime	Contract termination date.
`data_solicitacao`	Datetime	Date and time the termination was requested.
`idpdv`	Integer	Identifier of the point of sale.
`pdv`	String	Name of the point of sale.
`idmidia`	Integer	Identifier of the media (marketing source).
`midia`	String	Media (marketing source) name.
`idmotivo_escolha`	Integer	Identifier of the reason for choosing the development.
`motivo_escolha`	String	Reason for choosing the development.
`idintencao_compra`	Integer	Identifier of the purchase intention.
`intencao_compra`	String	Purchase intention description.
`idmotivo_cancelamento`	Integer	Identifier of the cancellation reason.
`descricao_motivo_cancelamento`	String	Description of the cancellation reason.
`idmotivo_distrato`	Integer	Identifier of the termination reason.
`descricao_motivo_distrato`	String	Description of the termination reason.
`idmotivo_permuta`	Integer	Identifier of the exchange (permuta) reason.
`descricao_motivo_permuta`	String	Description of the exchange (permuta) reason.

Contract terminations

Stream name: distratos.Endpoint: /v1/comercial/reservas/distratosSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): id_reserva

Field	Type	Description
`id_reserva`	Integer	Identifier of the reservation.
`data_distrato`	Date	Contract termination date.
`numero_contrato`	String	Contract number.

Termination requests

Stream name: solicitacoes_distrato.Endpoint: /v2/comercial/reservas/solicitacoes-distratoSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idreserva, data_solicitacao

Field	Type	Description
`idreserva`	Integer	Identifier of the reservation.
`idreserva_int`	String	External (ERP) code of the reservation.
`data_solicitacao`	Datetime	Date and time the termination was requested.
`numero_contrato`	String	Contract number.
`termo_revenda`	Boolean	Whether the resale term was accepted.

Rights assignments

Stream name: cessoes.Endpoint: /v1/comercial/reservas/cessaoSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idcessao

Field	Type	Description
`idcessao`	Integer	Identifier of the rights assignment.
`data_cessao`	Datetime	Date and time the rights assignment was made.
`idmotivo`	Integer	Identifier of the reason.
`motivo`	String	Reason description.
`idempreendimento`	Integer	Identifier of the development.
`empreendimento`	String	Name of the development.
`idunidade`	Integer	Identifier of the unit.
`unidade`	String	Name of the unit.
`idreserva`	Integer	Identifier of the reservation.
`cliente_cedente`	String (JSON)	Customer assigning the rights (JSON object).
`associado_cedente`	String (JSON)	Associate on the assigning (seller) side (JSON object).
`cliente_cessionario`	String (JSON)	Customer receiving the rights (JSON object).
`associado_cessionario`	String (JSON)	Associate on the receiving (buyer) side (JSON object).

Contract management

Stream name: gestoes_contrato.Endpoint: /v1/juridico/gestoes-contratoSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idgestaocontrato

Field	Type	Description
`idgestaocontrato`	Integer	Identifier of the contract management process.
`data_cad`	Datetime	Date and time the contract management process was registered in CV CRM.
`idsituacao`	Integer	Identifier of the current workflow status of the contract management process.
`situacao`	String	Current workflow status name of the contract management process.
`idreserva`	Integer	Identifier of the reservation.
`idunidade`	Integer	Identifier of the unit.
`unidade`	String	Name of the unit.
`idbloco`	Integer	Identifier of the building block.
`bloco`	String	Name of the building block.
`idetapa`	Integer	Identifier of the development phase.
`etapa`	String	Development phase name.
`idempreendimento`	Integer	Identifier of the development.
`empreendimento`	String	Name of the development.
`vencimento`	String	Due date of the contract management process.
`pessoa`	String (JSON)	Person linked to the contract management process (JSON object with id, name and document).
`documentos`	String (JSON)	Documents attached to the contract management process (JSON array).
`mensagens`	String (JSON)	Messages posted on the contract management process (JSON array).
`contratos`	String (JSON)	Contracts linked to the contract management process (JSON array).

Termination management

Stream name: gestoes_distrato.Endpoint: /v1/comercial/gestoes-distratoSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): iddistrato

Field	Type	Description
`iddistrato`	Integer	Identifier of the termination process.
`data_cad`	Datetime	Date and time the termination management process was registered in CV CRM.
`idreserva`	Integer	Identifier of the reservation.
`idsituacao`	Integer	Identifier of the current workflow status of the termination management process.
`situacao`	String	Current workflow status name of the termination management process.
`data_ultima_alteracao_situacao`	Datetime	Timestamp of the last status change.
`idmotivo_cancelamento`	Integer	Identifier of the cancellation reason.
`motivo_cancelamento`	String	Cancellation reason of the termination management process.
`descricao_motivo_cancelamento`	String	Description of the cancellation reason.
`vencimento`	Datetime	Due date of the termination management process.
`solicitacao`	String	Whether the termination was requested (S/N).
`observacoes`	String	Notes about the termination management process.
`idunidade`	Integer	Identifier of the unit.
`unidade`	String	Name of the unit.
`idbloco`	Integer	Identifier of the building block.
`bloco`	String	Name of the building block.
`idetapa`	Integer	Identifier of the development phase.
`etapa`	String	Development phase name.
`idempreendimento`	Integer	Identifier of the development.
`empreendimento`	String	Name of the development.
`pessoa`	String (JSON)	Person linked to the termination management process (JSON object with id, name and document).
`associados`	String (JSON)	Associated persons (co-buyers) of the termination management process (JSON).
`documentos`	String (JSON)	Documents attached to the termination management process (JSON array).
`mensagens`	String (JSON)	Messages posted on the termination management process (JSON array).
`contratos`	String (JSON)	Contracts linked to the termination management process (JSON array).

Rights assignment management

Stream name: gestoes_cessao.Endpoint: /v1/comercial/gestoes-cessaoSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idgestaocessao

Field	Type	Description
`idgestaocessao`	Integer	Identifier of the rights assignment management process.
`data_cad`	Date	Date and time the rights assignment management process was registered in CV CRM.
`idsituacao`	Integer	Identifier of the current workflow status of the rights assignment management process.
`situacao`	String	Current workflow status name of the rights assignment management process.
`idreserva`	Integer	Identifier of the reservation.
`idunidade`	Integer	Identifier of the unit.
`unidade`	String	Name of the unit.
`idbloco`	Integer	Identifier of the building block.
`bloco`	String	Name of the building block.
`idetapa`	Integer	Identifier of the development phase.
`etapa`	String	Development phase name.
`idempreendimento`	Integer	Identifier of the development.
`empreendimento`	String	Name of the development.
`vencimento`	Datetime	Due date of the rights assignment management process.
`pessoa`	String (JSON)	Person linked to the rights assignment management process (JSON object with id, name and document).
`documentos`	String (JSON)	Documents attached to the rights assignment management process (JSON array).
`mensagens`	String (JSON)	Messages posted on the rights assignment management process (JSON array).
`contratos`	String (JSON)	Contracts linked to the rights assignment management process (JSON array).

Financing transfers (repasses)

Stream name: repasses.Endpoint: /v1/financeiro/repassesSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): id

Field	Type	Description
`id`	Integer	Identifier of the financing transfer (repasse).
`idreserva`	Integer	Identifier of the reservation.
`idempresa`	Integer	Identifier of the company.
`documento`	String	Document number (CPF/CNPJ) of the financing transfer (repasse).
`etapa`	String	Development phase name.
`empreendimento`	String	Name of the development.
`bloco`	String	Name of the building block.
`unidade`	String	Name of the unit.
`codigointerno_repasse`	String	External (ERP) code of the financing transfer.
`codigointerno_reserva`	String	External (ERP) code of the reservation.
`codigointerno_empreendimento`	String	External (ERP) code of the development.
`codigointerno_etapa`	String	External (ERP) code of the development phase.
`codigointerno_bloco`	String	External (ERP) code of the building block.
`codigointerno_unidade`	String	External (ERP) code of the unit.
`status_reserva`	String	Workflow status name of the reservation.
`status_repasse`	String	Workflow status name of the financing transfer.
`nome_situacao`	String	Current workflow status name of the financing transfer.
`idsituacao_repasse`	Integer	Identifier of the workflow status of the financing transfer.
`data_status_repasse`	Datetime	Date and time of the last status change of the financing transfer.
`data_contrato_liberado`	Date	Timestamp when the contract was released.
`sla_prazo_repasse`	Integer	Time since the last status change of the financing transfer.
`valor_financiado`	Number	Financed monetary value.
`valor_previsto`	Number	Expected monetary value.
`valor_divida`	Number	Debt monetary value.
`valor_subsidio`	Number	Subsidy monetary value.
`valor_fgts`	Number	FGTS (severance fund) amount used.
`valor_registro`	Number	Registration monetary value.
`data_status_financiamento`	Date	Timestamp of the financing status.
`registro_pago`	String	Indicates whether the registration is paid.
`parcela_baixada`	String	Whether the installment was written off (Sim/Não).
`parcela_conclusao`	Number	Completion installment value.
`saldo_devedor`	Number	Outstanding balance.
`contrato_interno`	String	Internal contract number.
`valor_contrato`	Number	Contract monetary value.
`numero_contrato`	String	Contract number.
`situacao_contrato`	String	Contract status (Adimplente/Inadimplente).
`contrato_quitado`	String	Indicates whether the contract is paid off.
`contrato_liquidado`	String	Indicates whether the contract is settled.
`data_contrato_contab`	Date	Accounting contract date of the financing transfer.
`proxima_acao`	Date	Date of the next action on the financing transfer.
`liberar_assinatura`	String	Indicates whether the signature is released.
`num_matricula`	String	Property registration (matrícula) number.
`data_assinatura`	Date	Contract signature date.
`recebendo_financiamento`	String	Indicates whether financing is being received.
`itbi_pago`	String	Indicates whether ITBI tax is paid.
`laudemio_pago`	String	Whether the laudêmio fee was paid (S/N).
`data_unidade_liberada`	Date	Timestamp when the unit was released.
`data_laudo_liberado`	Date	Timestamp when the appraisal was released.
`data_recurso_liberado`	Date	Timestamp when the funds were released.
`porcentagem_medicao_obra`	Number	Construction progress measurement percentage.
`idsituacao`	Integer	Identifier of the current workflow status of the financing transfer (repasse).
`idpessoa`	Integer	Identifier of the person in CV CRM.
`nome_cliente`	String	Name of the client.
`telefone_cliente`	String	Customer phone number.
`email_cliente`	String	Email address of the client.
`data_nascimento_cliente`	Date	Customer date of birth.
`estado_civil_cliente`	Integer	Marital status code of the customer.
`nome_estado_civil`	String	Marital status description of the customer.
`idempreendimento`	Integer	Identifier of the development.
`idbloco`	Integer	Identifier of the building block.
`idunidade`	Integer	Identifier of the unit.
`data_cadastro`	Datetime	Date and time the financing transfer was registered.
`data_fim`	Datetime	Date and time the financing transfer reached its final workflow status.
`data_cancelamento`	Datetime	Date and time the financing transfer (repasse) was cancelled.
`responsaveis`	String (JSON)	Bank correspondent data linked to the financing transfer (JSON object).
`mensagens`	String (JSON)	Messages posted on the financing transfer (repasse) (JSON array).

Commissions

Stream name: comissoes.Endpoint: /v1/financeiro/comissoesSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idcomissao_cv

Field	Type	Description
`idcomissao_cv`	Integer	Unique identifier of the commission in CVCRM.
`idcomissao_int`	String	Internal (integration) code of the commission.
`data_cad`	Datetime	Date and time the commission was registered in CV CRM.
`idsituacao`	Integer	Identifier of the current workflow status of the commission.
`nome_situacao`	String	Current workflow status name of the commission.
`idreserva_cv`	Integer	Identifier of the associated reservation in CVCRM.
`idreserva_int`	String	External (ERP) code of the reservation.
`pagadoria`	String	Identifier of the payment processor handling the commission.
`numero_venda`	String	Sale number associated with the commission.
`idempreendimento_cv`	Integer	Identifier of the development in CVCRM.
`idempreendimento_int`	String	Internal identifier of the development.
`empreendimento`	String	Name of the development.
`idetapa_cv`	Integer	Identifier of the development phase in CVCRM.
`idetapa_int`	String	Internal identifier of the phase.
`etapa`	String	Development phase name.
`idbloco_cv`	Integer	Identifier of the building block in CVCRM.
`idbloco_int`	String	Internal identifier of the block.
`bloco`	String	Name of the building block.
`idunidade_cv`	Integer	Identifier of the unit in CVCRM.
`idunidade_int`	String	Internal identifier of the unit.
`unidade`	String	Name of the unit.
`idpessoa_cv`	Integer	Identifier of the client (person) in CVCRM.
`idpessoa_int`	String	Internal (integration) code of the client (person).
`valor_comissao`	Number	Commission monetary value.
`valor_comissao_tipo_comissao`	Number	Portion of the value classified as commission.
`valor_comissao_tipo_premio`	Number	Portion of the value classified as bonus/award.
`idcorretor_cv`	Integer	Identifier of the broker in CVCRM.
`idcorretor_int`	String	Internal (integration) code of the broker.
`idimobiliaria_cv`	Integer	Identifier of the real estate agency in CVCRM.
`idimobiliaria_int`	String	Internal (integration) code of the real estate agency.
`corretor_nome`	String	Name of the broker.
`imobiliaria_nome`	String	Name of the real estate agency.
`data_cancelamento`	Datetime	Date and time the commission was cancelled.
`data_finalizacao`	Datetime	Date and time the commission was finalized.
`pagador`	String (JSON)	Details of the person or company paying the commission (JSON).
`beneficiarios`	String (JSON)	Beneficiaries of the commission with their payment schedules (JSON).
`documentos_pagamento`	String (JSON)	Metadata of documents attached to payments; file contents are not extracted (JSON array).
`lotes_pagamento`	String (JSON)	Payment batches linked to the commission (JSON).
`mensagens`	String (JSON)	Messages posted on the commission (JSON array).
`pagamentos`	String (JSON)	Payment records of the commission (JSON).

Developments

Stream name: empreendimentos.Endpoint: /v1/cadastros/empreendimentosSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idempreendimento

Field	Type	Description
`idempreendimento`	Integer	Identifier of the development.
`idempreendimento_int`	String	Internal identifier of the development.
`referencia_externa`	String	External reference identifier.
`nome`	String	Name of the development.
`regiao`	String	Region of the development.
`cidade`	String	City.
`estado`	String	State.
`bairro`	String	Neighborhood.
`endereco_emp`	String	Address of the development.
`numero`	String	Street number.
`logradouro`	String	Street type (e.g. Rua, Avenida).
`cep`	String	Postal code (CEP).
`endereco`	String	Street address.
`idempresa`	Integer	Identifier of the company.
`sigla`	String	Abbreviation of the development.
`link_disponibilidade`	String	URL for the availability map.
`logo`	String	Logo image URL.
`foto_listagem`	String	Listing photo URL.
`foto`	String	Main photo URL.
`app_exibir`	String	Indicates whether to display in the app.
`app_cor_background`	String	Background color for the app display.
`data_entrega`	Date	Delivery date.
`andamento`	Number	Construction progress percentage.
`unidades_disponiveis`	Integer	Number of available units.
`campos_adicionais`	String (JSON)	Custom field values of the development (JSON array).
`situacao_obra`	String (JSON)	Construction status of the development (JSON array).
`situacao_comercial`	String (JSON)	Commercial status of the development (JSON array).
`tipo_empreendimento`	String (JSON)	Development types (JSON array).
`segmento`	String (JSON)	Market segments of the development (JSON array).

Units

Stream name: unidades.Endpoint: /v1/cadastros/empreendimentos/{idempreendimento}Sync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idunidade

Field	Type	Description
`idempreendimento`	Integer	Identifier of the development the unit belongs to.
`idetapa`	Integer	Identifier of the development phase the unit belongs to.
`etapa`	String	Name of the development phase the unit belongs to.
`bloco`	String	Name of the building block the unit belongs to.
`nome`	String	Name of the unit.
`area_privativa`	Number	Private area (m²).
`idunidade`	Integer	Identifier of the unit.
`idunidade_int`	String	Internal identifier of the unit.
`idbloco`	Integer	Identifier of the building block.
`vagas_garagem`	String	Number of parking spaces.
`andar`	String	Floor.
`area_comum`	Number	Common area (m²).
`coluna`	Integer	Column (position on the floor).
`numero_matricula`	String	Property registration (matrícula) number of the unit.
`posicao`	String	Position (sun orientation) of the unit.
`tipologia`	String	Typology of the unit.
`tipo`	String	Type of the unit.
`idtipo_int`	String	Internal identifier of the type.
`empresa_terceirizacao`	String	Name of the outsourcing company.
`enquadramento`	String	Income bracket of the unit.
`valor`	Number	Value of the unit.
`valor_avaliacao`	Number	Appraisal value of the unit.
`data_bloqueio`	Date	Date when the unit was blocked.
`data_entrega`	Date	Delivery date.
`data_entrega_chaves`	Date	Key delivery date.
`agendar_a_partir`	Date	Date from which scheduling is available.
`liberar_a_partir`	Date	Date from which the unit is released.
`plantas`	String (JSON)	List of associated floor plans (JSON).
`campos_adicionais`	String (JSON)	Custom field values of the unit (JSON array).
`situacao`	String (JSON)	Current workflow status of the unit (JSON object with id and name).

Price tables

Stream name: tabelas_preco.Endpoint: /v1/cadastros/empreendimentos/{idempreendimento}Sync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idempreendimento, idtabela

Field	Type	Description
`idempreendimento`	Integer	Identifier of the development the price table belongs to.
`idtabela`	Integer	Identifier of the price table.
`nome`	String	Name of the price table.
`forma`	String	Calculation form of the price table.
`tipo`	String	Type of the price table.
`data_vigencia_de`	Date	Start date of the price table validity.
`data_vigencia_ate`	Date	End date of the price table validity.
`aprovado`	String	Whether the price table is approved.
`valor_metro`	Number	Price per square meter.

Unit typologies

Stream name: tipologias.Endpoint: /v2/configuracoes/tipologias-unidadesSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idtipologia

Field	Type	Description
`idtipologia`	Integer	Identifier of the unit typology.
`nome`	String	Name of the unit typology.
`ativo_painel`	Boolean	Whether the unit typology is active in the CV CRM panel.
`data_cad`	Datetime	Date and time the unit typology was registered in CV CRM.

Brokers

Stream name: corretores.Endpoint: /v1/cadastros/corretoresSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idcorretor

Field	Type	Description
`idcorretor`	Integer	Identifier of the broker.
`nome`	String	Name of the broker.
`email`	String	E-mail address of the broker.
`documento`	String	Document number (CPF/CNPJ) of the broker.
`tipo_corretor`	String	Broker person type (F individual, J company).
`idcorretor_int`	String	Internal (integration) code of the broker.
`cnpj_faturamento`	String	CNPJ for billing purposes.
`nome_fantasia`	String	Trade name.
`telefone`	String	Phone number of the broker.
`idimobiliaria`	Integer	Identifier of the real estate agency.
`ativo_login`	String	Whether the broker can log in (S/N).
`apelido`	String	Nickname of the broker.
`genero`	String	Gender.
`estado_civil`	String	Marital status.
`data_de_nascimento`	Date	Date of birth (DD/MM/YYYY as returned by the API).
`data_nasc`	Date	Date of birth.
`celular`	String	Mobile phone number of the broker.
`rg`	String	Identity card (RG) number.
`rg_orgao_expedidor`	String	Issuing authority of the RG.
`numero_pis`	String	PIS/PASEP social security number.
`cracha`	String	Badge number of the broker.
`naturalidade`	String	Place of birth.
`nacionalidade`	String	Nationality.
`quantidade_filhos`	Integer	Number of children.
`dependentes`	String	Number of dependents.
`tamanho_camisa`	String	Shirt size.
`observacoes`	String	Notes about the broker.
`nivel`	String	Broker level.
`categoria`	String	Broker category.
`time`	String	Name of the sales team.
`idtime`	Integer	Identifier of the sales team.
`corretor_parceiro`	String	Whether the broker is a partner broker (S/N).
`notificar_novos_leads`	String	Whether the broker is notified about new leads (S/N).
`receber_email_leads_a_vencer`	String	Whether the broker receives e-mails about leads about to expire (S/N).
`data_cad`	Date	Date and time the broker was registered in CV CRM.
`imagem_perfil`	String (JSON)	Profile picture (JSON array).
`endereco`	String (JSON)	Street address (JSON).
`formacao_academica`	String	Education level code of the broker.
`curso`	String	Course or degree name.
`ano_conclusao`	String	Year of course completion.
`conhecimento_office`	String	Office suite proficiency (BA basic, IN intermediate, AV advanced).
`conhecimento_email`	String	E-mail proficiency (BA basic, IN intermediate, AV advanced).
`outros_curso_relevantes`	String	Other relevant courses of the broker.
`codigo_interno`	String	External (ERP) code of the broker.
`identificador`	Integer	External identifier of the broker.
`dados_creci`	String (JSON)	CRECI (broker license) data (JSON array).
`informacoes_bancarias`	String (JSON)	Bank account information (JSON array).
`inscricao_estadual`	String	State registration number.
`imobiliaria`	String (JSON)	Real estate agency of the broker (JSON object with its data).

Real estate agencies

Stream name: imobiliarias.Endpoint: /v1/cadastros/imobiliariasSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idimobiliaria

Field	Type	Description
`nome`	String	Name of the real estate agency.
`sigla`	String	Abbreviation of the real estate agency.
`razao_social`	String	Company legal name.
`escala_plantao`	String	Duty schedule configuration.
`micro_empresa`	String	Indicates whether the agency is a micro-enterprise.
`creci`	String	CRECI registration number.
`validade_creci`	Date	CRECI registration expiration date.
`alterar_login_corretor`	String	Indicates whether the agency can modify broker logins.
`ativo_painel`	String	Whether the real estate agency is active in the CV CRM panel.
`tipo_conta`	String	Bank account type.
`nome_agencia`	String	Bank branch name.
`numero_agencia`	String	Bank branch number.
`digito_agencia`	String	Bank branch check digit.
`numero_conta`	String	Bank account number.
`digito_conta`	String	Bank account check digit.
`cnpj`	String	CNPJ number.
`cnpj_favorecido`	String	CNPJ of the account holder.
`nome_favorecido`	String	Name of the account holder.
`bloqueado_recebimento_pagamento_comissao`	String	Indicates whether commission payment is blocked.
`idimobiliaria_nov`	String	New system identifier of the agency.
`idbanco`	Integer	Identifier of the bank.
`banco`	String	Bank name.
`inscricao_municipal`	String	Municipal registration number.
`inscricao_estadual`	String	State registration number.
`observacoes`	String	Notes about the real estate agency.
`codigointerno`	String	External (ERP) code of the real estate agency.
`gerente_nome`	String	Name of the agency manager.
`gerente_cpf`	String	CPF of the agency manager.
`gerente_celular`	String	Mobile number of the agency manager.
`gerente_email`	String	Email of the agency manager.
`avatar_nome`	String	Avatar file name.
`avatar_servidor`	String	Avatar file name on the server.
`avatar_tipo`	String	Avatar file type.
`avatar_tamanho`	String	Avatar file size in bytes.
`email`	String	E-mail address of the real estate agency.
`celular`	String	Mobile phone number of the real estate agency.
`telefone`	String	Phone number of the real estate agency.
`cep`	String	Postal code (CEP).
`numero`	String	Street number.
`complemento`	String	Address complement.
`idlogradouro`	Integer	Identifier of the street type.
`logradouro`	String	Street type (e.g. Rua, Avenida).
`cnpj_faturamento`	String	CNPJ for billing purposes.
`idcidade`	Integer	Identifier of the city.
`idestado`	Integer	Identifier of the state.
`cidade`	String	City.
`estado`	String	State.
`data_cad`	Datetime	Date and time the real estate agency was registered in CV CRM.
`idimobiliaria`	Integer	Identifier of the real estate agency.
`ativo`	String	Whether the real estate agency is active (S/N).
`natureza_juridica_faturamento`	String	Legal nature used for billing.

Customer service tickets

Stream name: atendimentos.Endpoint: /v1/relacionamento/atendimentos/listarSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idatendimento

Field	Type	Description
`idatendimento`	Integer	Unique identifier of the support ticket.
`nome`	String	Name of the customer service ticket.
`titulo`	String	Title of the customer service ticket.
`descricao`	String	Description of the customer service ticket.
`idsituacao`	Integer	Identifier of the current workflow status of the customer service ticket.
`data_cad`	Datetime	Date and time the customer service ticket was registered in CV CRM.
`idassunto`	Integer	Identifier of the subject.
`assunto`	String	Subject of the support ticket.
`idsubassunto`	Integer	Identifier of the sub-subject.
`subassunto`	String	Sub-subject of the support ticket.
`situacao`	String	Current workflow status name of the customer service ticket.
`telefone`	String	Phone number of the customer service ticket.
`email`	String	E-mail address of the customer service ticket.
`documento`	String	Document number (CPF/CNPJ) of the customer service ticket.
`sla_assunto`	Integer	SLA of the subject, in hours.
`data_vencimento_assunto`	Datetime	SLA due date of the subject.
`sla_subassunto`	String	SLA of the sub-subject, in hours.
`data_vencimento_subassunto`	Datetime	SLA due date of the sub-subject.
`nota_atendimento`	String	Customer rating of the ticket.
`idassistencia`	Integer	Unique identifier of the assistance request.
`idimobiliaria`	String	Identifier of the real estate agency.
`imobiliaria`	String	Name of the real estate agency.
`idcorretor`	String	Identifier of the broker.
`corretor`	String	Name of the broker.
`tempo_resposta`	String	Response time in minutes.
`tempo_finalizado`	String	Time in minutes until the ticket was finalized.
`idtipo`	Integer	Identifier of the type of the customer service ticket.
`tipo`	String	Type of the customer service ticket.
`idclassificacao`	String	Identifier of the classification.
`classificacao`	String	Classification of the support ticket.
`idresponsavel`	Integer	Identifier of the user responsible for the customer service ticket.
`responsavel`	String	Name of the user responsible for the customer service ticket.
`data_ultima_modificacao_situacao`	Datetime	Date and time of the last status change.
`sla_workflow`	Integer	SLA of the current workflow status.
`data_vencimento_workflow`	Datetime	SLA due date of the current workflow status.
`ids_unidades`	String	Comma-separated identifiers of the linked units.
`unidades`	String	Units linked to the customer service ticket.
`idbloco`	String	Identifier of the building block.
`bloco`	String	Name of the building block.
`empreendimento`	String (JSON)	Development of the customer service ticket (JSON with id and name).
`prioridade`	String	Priority of the customer service ticket.
`humor_cliente`	String	Client mood or sentiment rating.
`ultima_interacao`	Datetime	Date and time of the last interaction.
`campos_adicionais`	String (JSON)	Custom field values of the customer service ticket (JSON array).
`arquivos`	String (JSON)	Metadata of files attached to the customer service ticket (file contents are not extracted) (JSON array).
`respostas`	String (JSON)	Answers posted on the ticket (JSON array).
`protocolo`	String	Protocol number of the support ticket.
`encerrado_primeiro_contato`	String	Indicates whether the ticket was resolved on first contact.
`data_finalizacao`	Datetime	Date and time the customer service ticket was finalized.
`data_cancelamento`	Datetime	Date and time the customer service ticket was cancelled.
`tags`	String (JSON)	Tags of the customer service ticket (JSON array).

Technical assistance

Stream name: assistencias.Endpoint: /v1/relacionamento/assistenciasSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idassistencia

Field	Type	Description
`idassistencia`	Integer	Unique identifier of the assistance request.
`idatendimento`	Integer	Unique identifier of the support ticket.
`situacao`	String	Current workflow status name of the technical assistance request.
`idsituacao`	Integer	Identifier of the current workflow status of the technical assistance request.
`cadastro`	Datetime	Date and time the technical assistance request was registered.
`descricao`	String	Description of the technical assistance request.
`parecer_tecnico`	String	Technical assessment of the assistance request.
`protocolo_atendimento`	String	Protocol number of the related ticket.
`sla_assistencia_vencido`	Boolean	Whether the assistance SLA is overdue.
`localidade`	String	Name of the locality.
`area_comum`	String	Common area (m²).
`empreendimento`	String (JSON)	Development of the technical assistance request (JSON with id and name).
`bloco`	String (JSON)	Building block of the technical assistance request (JSON object with id and name).
`unidade`	String (JSON)	Unit of the technical assistance request (JSON object with its data).
`cliente`	String (JSON)	Customer of the technical assistance request (JSON object with id, name and contact data).
`sindico`	String (JSON)	Building manager (síndico) data (JSON object).

Workflow statuses

Stream name: workflow_situacoes.Endpoint: /v1/configuracoes/workflows/{funcionalidade}Sync Strategy:

Full table (the whole list is read on every run)
Primary key(s): funcionalidade, idsituacao

Field	Type	Description
`funcionalidade`	String	CV CRM feature the workflow belongs to (leads, reservas, repasses, atendimentos, …).
`ordem`	Integer	Display order of the workflow status.
`idsituacao`	Integer	Identifier of the workflow status.
`nome`	String	Name of the workflow status.
`cor_bg`	String	Background color of the status in CV CRM.
`cor_nome`	String	Text color of the status in CV CRM.
`grupos`	String (JSON)	Status groups (JSON array).
`flags`	String (JSON)	Workflow flags of the status: inicio, fim, cancelado, distrato, cessao (JSON object).

People

Stream name: pessoas.Endpoint: /v3/cadastros/pessoasSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idpessoa

Field	Type	Description
`idpessoa`	Integer	Identifier of the person in CV CRM.
`idpessoa_legado`	String	Legacy identifier of the person.
`codigointerno`	String	External (ERP) code of the person.
`ativo_login`	Boolean	Whether the person can log in (S/N).
`nome`	String	Name of the person.
`documento`	String	Document number (CPF/CNPJ) of the person.
`documento_tipo`	String	Type of document (cpf or cnpj).
`rg`	String	Identity card (RG) number.
`rg_orgao_emissor`	String	Issuing authority of the RG.
`rg_data_emissao`	Datetime	Issue date of the RG.
`data_nasc`	Datetime	Date of birth.
`sexo`	String	Gender (M/F).
`nacionalidade`	String	Nationality.
`email`	String	E-mail address of the person.
`telefone`	String	Phone number of the person.
`celular`	String	Mobile phone number of the person.
`cep`	String	Postal code (CEP).
`idpais`	Integer	Identifier of the country.
`pais`	String	Country.
`idestado`	Integer	Identifier of the state.
`estado`	String	State.
`idcidade`	Integer	Identifier of the city.
`cidade`	String	City.
`idlogradouro`	Integer	Identifier of the street type.
`logradouro`	String	Street type (e.g. Rua, Avenida).
`endereco`	String	Street address.
`bairro`	String	Neighborhood.
`numero`	String	Street number.
`complemento`	String	Address complement.
`naturalidade`	String	Place of birth.
`profissao`	String	Profession.
`renda_familiar`	Number	Family income.
`observacoes`	String	Notes about the person.
`estado_civil`	Integer	Marital status.
`data_casamento`	Datetime	Date of marriage.
`filiacao_pai`	String	Father’s full name.
`filiacao_mae`	String	Mother’s full name.
`insc_estadual`	String	State registration number.
`insc_municipal`	String	Municipal registration number.
`sinalizador_juridico`	Boolean	Whether the person carries a legal flag.
`data_primeira_habilitacao_cnh`	Datetime	Date of first driver license issuance.
`data_fim_validade_cnh`	Datetime	Expiration date of the driver license.
`spc_score`	Integer	SPC (credit bureau) score.
`spc_taxa_inadimplencia`	Number	SPC (credit bureau) default rate.
`spc_classe_risco`	String	SPC (credit bureau) risk class.
`spc_valor_restricao`	Number	SPC (credit bureau) restriction amount.
`spc_status`	String	SPC (credit bureau) query status.
`data_cad`	Datetime	Date and time the person was registered in CV CRM.
`tags`	String (JSON)	Tags of the person (JSON array).
`idclassificacao`	Integer	Identifier of the classification.
`trabalho_nome_empresa`	String	Name of the company where the person works.
`trabalho_cep`	String	Postal code (CEP) of the workplace.
`trabalho_idestado`	Integer	Identifier of the workplace state.
`trabalho_estado`	String	State of the workplace.
`trabalho_idcidade`	Integer	Identifier of the workplace city.
`trabalho_cidade`	String	City of the workplace.
`trabalho_endereco`	String	Street address of the workplace.
`trabalho_bairro`	String	Neighborhood of the workplace.
`trabalho_numero`	String	Street number of the workplace.
`complemento_trabalho`	String	Address complement of the workplace.
`trabalho_telefone`	String	Business phone number of the workplace.
`idlogradouro_trabalho`	Integer	Identifier of the street type of the workplace.
`logradouro_trabalho`	String	Street type of the workplace.

Pre-registrations

Stream name: pre_cadastros.Endpoint: /v3/comercial/precadastro/listarSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idprecadastro

Field	Type	Description
`idprecadastro`	Integer	Unique identifier of the pre-registration.
`codigointerno`	String	External (ERP) code of the pre-registration (credit analysis).
`empreendimento`	String (JSON)	Development of the pre-registration (credit analysis) (JSON with id and name).
`unidade`	String (JSON)	Unit of the pre-registration (credit analysis) (JSON object with its data).
`imobiliaria`	String (JSON)	Real estate agency of the pre-registration (credit analysis) (JSON object with its data).
`corretor`	String (JSON)	Broker of the pre-registration (credit analysis) (JSON object with its data).
`leads_associados`	String (JSON)	Leads associated with the pre-registration (credit analysis) (JSON array).
`valor_avaliacao`	Number	Appraisal value of the unit.
`valor_aprovado`	Number	Approved monetary value.
`valor_subsidio`	Number	Subsidy monetary value.
`valor_fgts`	Number	FGTS (severance fund) amount used.
`valor_total`	Number	Total monetary value.
`valor_prestacao`	Number	Installment monetary value.
`saldo_devedor`	Number	Outstanding balance.
`prazo`	Date	Term or deadline.
`prazo_financiamento`	String	Financing term description.
`tabela`	String	Price table name.
`carta_credito`	String	Credit letter information.
`renda_cliente_principal`	Number	Primary client income.
`renda_total`	Number	Total income.
`vencimento_aprovacao`	Date	Approval expiration date.
`idintencao_compra`	Integer	Identifier of the purchase intention.
`intencao_compra`	String	Purchase intention description.
`usuario_aprovou`	String (JSON)	User who approved the pre-registration (JSON object).
`correspondente`	String (JSON)	Bank correspondent user (JSON object with id and name).
`empresa_correspondente`	String (JSON)	Bank correspondent company (JSON object with id and name).
`situacao`	String (JSON)	Current workflow status of the pre-registration (credit analysis) (JSON object with id and name).
`cliente`	String (JSON)	Customer of the pre-registration (credit analysis) (JSON object with id, name and contact data).
`fator_social`	String (JSON)	Social factor members (JSON array).
`associados`	String (JSON)	Associated persons (co-buyers) of the pre-registration (credit analysis) (JSON).
`campos_adicionais`	String (JSON)	Custom field values of the pre-registration (credit analysis) (JSON array).
`mensagens`	String (JSON)	Messages posted on the pre-registration (credit analysis) (JSON array).
`data_cad`	Datetime	Date and time the pre-registration (credit analysis) was registered in CV CRM.
`data_fim`	Datetime	Date and time the pre-registration reached its final workflow status.
`data_cancelamento`	Datetime	Date and time the pre-registration (credit analysis) was cancelled.
`link`	String	Link.

Custom fields

Stream name: campos_adicionais.Endpoint: /v4/configuracoes/campos-adicionaisSync Strategy:

Full table (the whole list is read on every run)
Primary key(s): idcampo

Field	Type	Description
`idcampo`	Integer	Identifier of the custom field.
`nome`	String	Name of the custom field.
`tipo`	String	Type of the custom field.
`obrigatorio`	Boolean	Whether the custom field is mandatory.
`ordem_exibicao`	Integer	Display order of the custom field.
`linha_referencia`	String	Reference line of the custom field.
`nome_referencia`	String	Reference name of the additional field.
`funcionalidades`	String (JSON)	CV CRM features the custom field applies to (JSON array).
`ativo_painel`	Boolean	Whether the custom field is active in the CV CRM panel.
`data_cad`	Datetime	Date and time the custom field was registered in CV CRM.

Get started

Context

Activate

Organizations

Workspaces

Resources

CV CRM (without CVDW) as a data source

Before you start

Configuring CV CRM (without CVDW) as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Good to know

Streams and Fields

Available streams

Fields by stream

​Before you start

​Configuring CV CRM (without CVDW) as a Source

​1. Add account access

​2. Select streams

​3. Configure data streams

​4. Configure data source

​5. Check your new source

​Good to know

​Streams and Fields

​Available streams

​Fields by stream

Before you start

Configuring CV CRM (without CVDW) as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Good to know

Streams and Fields

Available streams

Fields by stream