Omie is a comprehensive business management platform designed for Brazilian companies. It provides integrated tools for ERP, CRM, financial management, and business operations to help companies streamline their processes and improve efficiency.

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1. Add your Omie access

  1. In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Omie option from the list of connectors.
  2. Click Next and you’ll be prompted to add your access. Check Omie’s documentation to discover where you can find the App Key and the App Secretfor the connection.
  3. The Start Date field indicates the point from which we will begin searching for the first record, meaning we will retrieve all data from that date onward.
  4. Click Next.

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2. Select your Omie streams

  1. The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.
    Tip: The stream can be found more easily by typing its name.
  2. Click Next.

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3. Configure your Omie data streams

  1. Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, 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.
  • 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: depending on the data you are bringing to the lake, you can choose between INCREMENTAL and FULL_TABLE. Read more about Sync Types here.
  1. Click Next.

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4. Configure your Omie data source

  1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
  2. 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).
  3. For Omie, you have the option to set an additional full sync so your data that normally has an incremental sync, gets a full sync from time to time.

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Check your new source!

  1. Click Next to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!
  2. You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.
If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!