Orbit (Orbit Gestão) is a Brazilian management platform for small and medium businesses that brings together CRM, finance, projects, people, indicators, problems, risks and opportunities. The connector uses the Orbit APIs to extract your sales funnel (leads, pipelines, contacts, products and activities), your accounts payable and receivable with their catalogs, your projects, your team and job positions, your indicators with their measurements, and your problems, risks and opportunities. With it you can analyze your sales, your finances and your operation in your Lakehouse.

Configuring Orbit as a Source

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

1. Add account access

Orbit gives access to your data through an API key. One key works for every module; what the key can read depends on the permissions you enable when you create it. To create the key:

In Orbit, open the APIs screen.
Create a new key with a descriptive name (for example, “Nekt”).
Enable the read permissions (the ones ending in _read) of every module you want to extract: CRM, Financeiro, Projetos, Pessoas, Indicadores, Problemas, Riscos and Oportunidades. Read permissions are enough: the connector never writes to Orbit.
Copy the key.

The employees’ salary is only extracted when the key has the members_salary_read permission. Leave it disabled if you don’t need salary data.

The following configurations are available:

API Key: the Orbit API key created in the APIs screen. Required.
Start Date (advanced): the earliest last-update date of the leads read on the first sync. Later syncs continue from where the previous one stopped. Leave it empty to read every lead. The other streams are always extracted in full.

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.

If the API key does not have the read permission of a stream, that stream is skipped and the run log shows a warning naming it; the other streams are extracted normally. Enable the permission on the key in Orbit, or deselect the stream.

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: leads are INCREMENTAL: each sync brings the leads that changed since the previous one. The other streams are FULL_TABLE: each sync replaces the table with what Orbit currently holds. 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. 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.

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 Orbit and their corresponding fields, grouped by Orbit module. API reference: Orbit APIs.

Lists and objects are stored as JSON text, and money values are in reais (not cents). Every table also has an additional_fields column: it keeps, as JSON, any field Orbit returns that does not have its own column yet, so no data is lost while new columns are added.

crm_persons, crm_organizations and finance_customers read the same customer register in Orbit: persons and customers list every customer, organizations only the companies.

CRM

Leads

Opportunity cards of the sales funnels, read incrementally by update time.Table: crm_leads · Primary key: id · Sync: Incremental

Field	Type	Description
`id`	String	Unique identifier (UUID) of the lead.
`title`	String	Title of the card shown in the funnel.
`pipeline_id`	String	Identifier of the funnel (pipeline) the lead is in.
`stage_id`	String	Identifier of the funnel column (stage) the lead is in.
`status`	String	Lead status: open, won or lost.
`value`	Number	Value of the opportunity in BRL (reais, not cents).
`probability`	Integer	Win probability from 0 to 100.
`expected_close_date`	Date	Expected closing date.
`contact_name`	String	Name of the lead’s contact.
`contact_email`	String	Email of the lead’s contact.
`contact_phone`	String	Phone of the lead’s contact.
`company_name`	String	Company of the deal.
`company_website`	String	Website of the company.
`source`	String	Origin of the lead (e.g. api, site, erp).
`channel`	String	Acquisition channel of the lead.
`tags`	Array of strings	Tags applied to the lead.
`notes`	String	Free-text notes of the lead.
`custom_fields`	String (JSON)	Funnel custom fields keyed by field key, each with label and value (JSON object).
`responsible_id`	String	Organization member responsible for the lead (people_members.id).
`external_source`	String	Name of the external system the lead came from.
`external_source_id`	String	Identifier of the lead in the external system.
`closed_at`	Datetime	When the lead was won or lost.
`loss_reason_id`	String	Identifier of the loss reason, when the lead was lost.
`loss_reason`	String (JSON)	Loss reason with id and name, when the lead was lost (JSON object).
`loss_notes`	String	Free-text notes about the loss.
`closed_from_stage_id`	String	Last regular stage before the lead was won or lost.
`closed_from_stage`	String (JSON)	Last regular stage before the lead was won or lost (JSON object).
`stage`	String (JSON)	Current stage of the lead, when embedded by the API (JSON object).
`pipeline`	String (JSON)	Funnel of the lead, when embedded by the API (JSON object).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated, used as the incremental replication key.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Pipelines

Active sales funnels, with their stages embedded.Table: crm_pipelines · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the pipeline.
`name`	String	Name of the funnel.
`description`	String	Description of the funnel.
`is_active`	Boolean	Whether the funnel is active.
`is_default`	Boolean	Whether this is the organization’s default funnel.
`stages`	String (JSON)	Stages of the funnel ordered by order_index, with name, stage_type, color, win_probability and sla_days (JSON array).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Stages

Stages (Kanban columns) of every funnel.Table: crm_stages · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the stage.
`pipeline_id`	String	Identifier of the funnel the stage belongs to.
`name`	String	Name of the stage.
`color`	String	Display color of the stage.
`order_index`	Integer	Position of the stage in the funnel.
`stage_type`	String	Kind of stage: normal, won or lost.
`win_probability`	Number	Win probability associated with the stage.
`sla_days`	Integer	Service level, in days, expected for leads in the stage.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Persons

Contacts (customers) as seen by the CRM.Table: crm_persons · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the person.
`legal_name`	String	Full name (person) or legal name (company).
`trade_name`	String	Trade name.
`document_type`	String	Type of tax document: cpf or cnpj.
`document_number`	String	Tax document number (CPF/CNPJ).
`email`	String	Primary email.
`phone`	String	Primary phone.
`secondary_email`	String	Secondary email.
`secondary_phone`	String	Secondary phone.
`website`	String	Website.
`status`	String	Status of the customer (e.g. active).
`customer_type`	String	Type of customer (e.g. active, company, person).
`customer_code`	String	Internal customer code.
`tags`	Array of strings	Tags applied to the customer.
`notes`	String	Free-text notes.
`address_line`	String	Street address.
`address_city`	String	City.
`address_state`	String	State.
`address_country`	String	Country.
`address_zip`	String	Postal code.
`crm_lead_id`	String	Lead linked to the customer.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Organizations

Company customers (customer_type = company) as seen by the CRM.Table: crm_organizations · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the organization.
`legal_name`	String	Full name (person) or legal name (company).
`trade_name`	String	Trade name.
`document_type`	String	Type of tax document: cpf or cnpj.
`document_number`	String	Tax document number (CPF/CNPJ).
`email`	String	Primary email.
`phone`	String	Primary phone.
`secondary_email`	String	Secondary email.
`secondary_phone`	String	Secondary phone.
`website`	String	Website.
`status`	String	Status of the customer (e.g. active).
`customer_type`	String	Type of customer (e.g. active, company, person).
`customer_code`	String	Internal customer code.
`tags`	Array of strings	Tags applied to the customer.
`notes`	String	Free-text notes.
`address_line`	String	Street address.
`address_city`	String	City.
`address_state`	String	State.
`address_country`	String	Country.
`address_zip`	String	Postal code.
`crm_lead_id`	String	Lead linked to the customer.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Products

Commercial product and service catalog.Table: crm_products · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the product.
`codigo`	String	Product code (SKU).
`descricao`	String	Name / description of the product.
`valor_unitario`	Number	Unit price in BRL (reais, not cents).
`unidade_medida`	String	Unit of measure (e.g. UN).
`ativo`	Boolean	Whether the product is active.
`ncm`	String	NCM fiscal code.
`ean`	String	EAN barcode.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Activities

Tasks, calls and meetings on the leads’ timelines.Table: crm_activities · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the activity.
`lead_id`	String	Lead the activity belongs to.
`type`	String	Kind of activity (e.g. task, call, meeting).
`title`	String	Subject of the activity.
`notes`	String	Details of the activity.
`due_date`	Datetime	When the activity is scheduled.
`done`	Boolean	Whether the activity is completed.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Notes

Notes written on the leads.Table: crm_notes · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the note.
`lead_id`	String	Lead the note belongs to.
`content`	String	Text of the note.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Loss Reasons

Active reasons available when marking a lead as lost.Table: crm_loss_reasons · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the loss reason.
`name`	String	Name of the loss reason.
`description`	String	Description of the loss reason.
`order_index`	Integer	Display position of the loss reason.
`is_active`	Boolean	Whether the loss reason is active.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Lead Labels

Labels that can be applied to leads.Table: crm_lead_labels · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the lead label.
`name`	String	Name of the label.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Lead Sources

Lead origins configured in the CRM.Table: crm_lead_sources · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the lead source.
`name`	String	Name of the lead origin.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Lead Custom Fields

Active custom field definitions of the leads.Table: crm_lead_fields · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the custom field.
`key`	String	Key of the field in the leads’ custom_fields (cf_…).
`label`	String	Label of the field shown in the UI.
`pipeline_id`	String	Funnel the field applies to, when restricted to one.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Financeiro (finance)

Payables

Accounts payable (bills to suppliers).Table: finance_payables · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the payable.
`supplier_profile_id`	String	Supplier of the bill (finance_suppliers.id).
`description`	String	Description of the bill.
`document_number`	String	Document number (e.g. invoice number).
`reference_code`	String	Internal or ERP reference code.
`issue_date`	Date	Issue date.
`competence_date`	Date	Accrual (competence) date.
`total_amount`	Number	Total amount in BRL (reais, not cents); equals the sum of the installments.
`currency`	String	Currency code (default BRL).
`account_id`	String	Chart of accounts entry (finance_chart_of_accounts.id).
`cost_center_id`	String	Cost center (finance_cost_centers.id).
`project_id`	String	Linked project (projects.id).
`notes`	String	Free-text notes.
`installments`	String (JSON)	Installments with installment_number, due_date, amount and payment data, when returned by the API (JSON array of objects).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Receivables

Accounts receivable (bills to customers).Table: finance_receivables · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the receivable.
`customer_id`	String	Customer of the bill (finance_customers.id).
`description`	String	Description of the bill.
`document_number`	String	Document number (e.g. invoice number).
`reference_code`	String	Internal or ERP reference code.
`issue_date`	Date	Issue date.
`competence_date`	Date	Accrual (competence) date.
`total_amount`	Number	Total amount in BRL (reais, not cents); equals the sum of the installments.
`currency`	String	Currency code (default BRL).
`account_id`	String	Chart of accounts entry (finance_chart_of_accounts.id).
`cost_center_id`	String	Cost center (finance_cost_centers.id).
`project_id`	String	Linked project (projects.id).
`notes`	String	Free-text notes.
`installments`	String (JSON)	Installments with installment_number, due_date, amount and payment data, when returned by the API (JSON array of objects).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Customers

Customer register of the finance module (accounts receivable).Table: finance_customers · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the customer.
`legal_name`	String	Full name (person) or legal name (company).
`trade_name`	String	Trade name.
`document_type`	String	Type of tax document: cpf or cnpj.
`document_number`	String	Tax document number (CPF/CNPJ).
`email`	String	Primary email.
`phone`	String	Primary phone.
`secondary_email`	String	Secondary email.
`secondary_phone`	String	Secondary phone.
`website`	String	Website.
`status`	String	Status of the customer (e.g. active).
`customer_type`	String	Type of customer (e.g. active, company, person).
`customer_code`	String	Internal customer code.
`tags`	Array of strings	Tags applied to the customer.
`notes`	String	Free-text notes.
`address_line`	String	Street address.
`address_city`	String	City.
`address_state`	String	State.
`address_country`	String	Country.
`address_zip`	String	Postal code.
`crm_lead_id`	String	Lead linked to the customer.
`credit_limit`	Number	Credit limit in BRL (reais, not cents).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Suppliers

Supplier register of the finance module (accounts payable).Table: finance_suppliers · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the supplier.
`finance_only_name`	String	Name of the supplier.
`finance_only_document`	String	Tax document of the supplier (CNPJ/CPF).
`finance_only_email`	String	Email of the supplier.
`finance_only_phone`	String	Phone of the supplier.
`tax_regime`	String	Tax regime (e.g. simples_nacional).
`default_payment_terms_days`	Integer	Default payment term in days.
`default_account_id`	String	Default chart of accounts entry.
`default_cost_center_id`	String	Default cost center.
`supplier_id`	String	Optional link to an internal supplier register.
`is_active`	Boolean	Whether the supplier is active.
`notes`	String	Free-text notes.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Chart of Accounts

Chart of accounts.Table: finance_chart_of_accounts · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the account.
`code`	String	Account code (e.g. 3.1.01).
`name`	String	Account name.
`account_type`	String	Account type (e.g. revenue, expense).
`account_subtype`	String	Account subtype.
`parent_id`	String	Parent account in the hierarchy.
`description`	String	Description of the account.
`standard`	String	Accounting standard of the chart (default custom).
`level`	Integer	Level of the account in the tree.
`is_analytic`	Boolean	Whether the account is analytic (receives entries).
`is_active`	Boolean	Whether the account is active.
`metadata`	String (JSON)	Free-form metadata (JSON object).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Cost Centers

Cost centers.Table: finance_cost_centers · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the cost center.
`code`	String	Cost center code.
`name`	String	Cost center name.
`description`	String	Description of the cost center.
`parent_id`	String	Parent cost center in the hierarchy.
`is_active`	Boolean	Whether the cost center is active.
`metadata`	String (JSON)	Free-form metadata (JSON object).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Bank Accounts

Bank accounts of the organization.Table: finance_bank_accounts · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the bank account.
`name`	String	Name of the bank account.
`bank_name`	String	Name of the bank.
`bank_code`	String	Bank code (e.g. 001).
`branch`	String	Branch number.
`account_number`	String	Account number.
`account_type`	String	Type of account.
`currency`	String	Currency code (default BRL).
`opening_balance`	Number	Opening balance in BRL (reais, not cents).
`is_active`	Boolean	Whether the bank account is active.
`notes`	String	Free-text notes.
`localidade_id`	String	Location (localidade) of the account.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Expense Categories

Expense categories (read-only catalog).Table: finance_expense_categories · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the expense category.
`name`	String	Name of the expense category.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Payment Methods

Payment methods (read-only catalog).Table: finance_payment_methods · Primary key: none · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the payment method.
`name`	String	Name of the payment method.
`value`	String	Payment method value, when the API returns the catalog as a plain list.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Projetos (projects)

Projects

Projects of the organization (read in full on every run so their children see every project).Table: projects · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the project.
`name`	String	Name of the project.
`description`	String	Description of the project.
`status`	String	Status of the project (e.g. active).
`priority`	String	Priority of the project (e.g. high, medium, low).
`color`	String	Display color (hex).
`icon`	String	Display icon.
`start_date`	Date	Start date.
`due_date`	Date	Due date.
`completed_at`	Datetime	When the project was completed.
`folder_id`	String	Folder that contains the project (project_folders.id).
`owner_id`	String	Organization member responsible for the project (people_members.id).
`tags`	Array of strings	Tags applied to the project.
`is_template`	Boolean	Whether the project is a template.
`external_id`	String	Identifier of the project in an external system.
`external_source`	String	Name of the external system the project came from.
`meeting_id`	String	Meeting linked to the project.
`created_by`	String	User who created the project.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Project Stages

Stages (Kanban columns) of each project. Read with one request per record of Projects; requires the Projects stream.Table: project_stages · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the project stage.
`project_id`	String	Project the stage belongs to.
`name`	String	Name of the stage.
`position`	Integer	Position of the stage in the project board.
`color`	String	Display color (hex).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Project Members

Members of each project. Read with one request per record of Projects; requires the Projects stream.Table: project_members · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the project membership.
`project_id`	String	Project of the membership.
`member_id`	String	Organization member (people_members.id).
`role`	String	Role of the member in the project.
`status`	String	Status of the membership.
`is_suspended`	Boolean	Whether the member is suspended from the project.
`task_visibility`	String	Which tasks the member can see (e.g. all).
`allowed_project_tabs`	Array of strings	Project tabs the member can access.
`allowed_sidebar_modules`	Array of strings	Sidebar modules the member can access.
`access_expires_at`	Datetime	When the member’s access to the project expires.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Project Notes

Notes of each project. Read with one request per record of Projects; requires the Projects stream.Table: project_notes · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the project note.
`project_id`	String	Project the note belongs to.
`content`	String	Text of the note.
`created_by`	String	User who wrote the note.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Project Folders

Folders that organize the projects.Table: project_folders · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the folder.
`name`	String	Name of the folder.
`parent_folder_id`	String	Parent folder; null for root folders.
`access_mode`	String	Access mode of the folder.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Pessoas (people)

Members

Members (employees) of the organization, including removed ones.Table: people_members · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the organization member (organization_members.id, used as responsible_id in the CRM).
`user_id`	String	Identifier of the member’s login user.
`email`	String	Email of the member.
`full_name`	String	Full name of the member.
`role`	String	Role in the organization (owner, admin or member).
`job_position_id`	String	Job position of the member (people_job_positions.id).
`job_title`	String	Free-text job title, when no job position is linked.
`department`	String	Department of the member.
`location_id`	String	Location of the member.
`manager_id`	String	Manager of the member (people_members.id).
`hire_date`	Date	Hire date.
`employment_status`	String	Employment status (e.g. active, vacation, leave).
`phone`	String	Phone of the member.
`country_code`	String	Phone country code (default +55).
`notes`	String	Free-text notes.
`tags`	Array of strings	Tags applied to the member.
`linkedin_url`	String	LinkedIn profile URL.
`instagram_url`	String	Instagram profile URL.
`twitter_url`	String	X/Twitter profile URL.
`website_url`	String	Personal website URL.
`exclude_from_orgchart`	Boolean	Whether the member is hidden from the org chart.
`is_external_user`	Boolean	Whether the member is an external user.
`external_role`	String	Role of the external user.
`external_profile_id`	String	External profile of the member.
`emergency_contact_name`	String	Name of the emergency contact.
`emergency_contact_phone`	String	Phone of the emergency contact.
`emergency_contact_relationship`	String	Relationship with the emergency contact.
`custom_role_id`	String	Custom role of the member.
`salary`	Number	Salary in BRL (reais, not cents); only returned when the API key has the members_salary_read permission.
`deleted_at`	Datetime	When the member was removed from the organization (soft delete).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Job Positions

Job positions (roles) with their description, competencies and hierarchy.Table: people_job_positions · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the job position.
`title`	String	Title of the job position.
`department_id`	String	Department of the job position.
`parent_position_id`	String	Parent job position in the hierarchy.
`direct_supervisor_id`	String	Direct supervisor of the job position.
`cbo_code`	String	CBO (Brazilian occupation classification) code.
`position_level`	String	Level of the job position.
`autonomy_level`	String	Autonomy level of the job position.
`supervises_people`	Boolean	Whether the position supervises people.
`supervises_people_justification`	String	Justification for supervising people.
`handles_company_assets`	Boolean	Whether the position handles company assets.
`handles_assets_justification`	String	Justification for handling company assets.
`handles_financial_values`	Boolean	Whether the position handles financial values.
`handles_financial_justification`	String	Justification for handling financial values.
`accesses_confidential_info`	Boolean	Whether the position accesses confidential information.
`accesses_confidential_justification`	String	Justification for accessing confidential information.
`client_relationship`	String	Relationship of the position with clients.
`client_relationship_justification`	String	Justification of the client relationship.
`required_education`	String	Required education.
`experience_time`	String	Required experience time.
`experience_justification`	String	Justification of the required experience.
`required_certifications`	String	Required certifications.
`mission`	String	Mission of the job position.
`main_goals`	Array of strings	Main goals of the position.
`kpis`	Array of strings	KPIs of the position.
`required_knowledge`	Array of strings	Required knowledge.
`essential_skills`	Array of strings	Essential skills.
`desired_attitudes`	Array of strings	Desired attitudes.
`main_challenges`	String	Main challenges of the position.
`tools_and_resources`	String	Tools and resources used by the position.
`common_previous_positions`	Array of strings	Usual previous positions.
`possible_next_positions`	Array of strings	Possible next positions.
`daily_activities`	Array of strings	Daily activities.
`weekly_activities`	Array of strings	Weekly activities.
`biweekly_activities`	Array of strings	Biweekly activities.
`monthly_activities`	Array of strings	Monthly activities.
`sporadic_activities`	Array of strings	Sporadic activities.
`annual_activities`	Array of strings	Annual activities.
`required_trainings`	Array of strings	Required trainings.
`career_level`	String	Career level.
`estimated_progression_time`	String	Estimated time to progress to the next position.
`progression_requirements`	String	Requirements to progress.
`is_entry_level`	Boolean	Whether the position is entry level.
`sequence_order`	Integer	Order of the position in its career sequence.
`is_active`	Boolean	Whether the job position is active (deactivated positions are false).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Indicadores (indicators)

Indicators

Indicators (KPIs) of every kind: standalone, process and quality control.Table: indicators · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Identifier of the indicator: a UUID (standalone) or an opaque id (process:… / qc:…).
`name`	String	Name of the indicator.
`description`	String	Description of the indicator.
`kind`	String	Kind of indicator (standalone, process or quality_control).
`unit`	String	Unit of measure (e.g. un, %, h).
`target`	Number	Target value, in the indicator’s unit.
`frequency`	String	Measurement frequency.
`category_id`	String	Category of the indicator (indicator_categories.id).
`process_id`	String	Process the indicator belongs to, for process indicators.
`external_key`	String	Stable key of the indicator in an external integration.
`is_hidden`	Boolean	Whether the indicator is hidden.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Indicator Data Points

Measurements (data points) of each indicator. Read with one request per record of Indicators; requires the Indicators stream.Table: indicator_data_points · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the measurement.
`indicator_id`	String	Indicator measured (UUID or opaque id).
`kind`	String	Kind of the measured indicator.
`value`	Number	Measured value, in the indicator’s unit.
`date`	Date	Date of the measurement.
`segment`	String	Dimension of the measurement source (machine, branch, shift…).
`source_ref`	String	Identity of the measurement in its source system.
`notes`	String	Free-text notes.
`assigned_member_id`	String	Member responsible for the measurement.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Indicator Analyses

Written analyses of each indicator. Read with one request per record of Indicators; requires the Indicators stream.Table: indicator_analyses · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the analysis.
`indicator_id`	String	Indicator analysed (UUID or opaque id).
`indicator_name`	String	Label of the indicator shown with the analysis.
`analysis_date`	Date	Date of the analysis.
`analysis_content`	String	Text of the analysis (Markdown).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Indicator Categories

Categories that group the indicators.Table: indicator_categories · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the category.
`name`	String	Name of the category.
`description`	String	Description of the category.
`color`	String	Display color (hex).
`sort_order`	Integer	Display order.
`is_expanded`	Boolean	Whether the category starts expanded in the UI.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Indicator Dashboards

Indicator dashboards.Table: indicator_dashboards · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the dashboard.
`name`	String	Name of the dashboard.
`description`	String	Description of the dashboard.
`is_default`	Boolean	Whether this is the default dashboard.
`sort_order`	Integer	Display order.
`filter_spec`	String (JSON)	Filters applied to the dashboard (JSON object).
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Problemas (problems)

Problems

Operational problems registered in Orbit.Table: problems · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the problem.
`title`	String	Title of the problem.
`description`	String	Description of the problem.
`status`	String	Status of the problem (e.g. open).
`priority`	String	Priority (e.g. high, medium, low).
`severity_id`	String	Severity of the problem (problem_severities.id).
`frequency_id`	String	Frequency of the problem (problem_frequencies.id).
`department_id`	String	Department affected.
`process_id`	String	Process affected.
`project_id`	String	Linked project (projects.id).
`job_position_id`	String	Linked job position (people_job_positions.id).
`assigned_to`	String	Member responsible for the problem (people_members.id).
`assigned_to_ids`	Array of strings	Members responsible for the problem.
`detected_date`	Date	Date the problem was detected.
`deadline`	Date	Deadline to solve the problem.
`resolved_date`	Date	Date the problem was solved.
`origin_type`	String	Type of origin of the problem.
`custom_origin_id`	String	Custom origin of the problem.
`manual_origin_description`	String	Free-text description of the origin.
`access_level`	String	Access level of the problem.
`tags`	Array of strings	Tags applied to the problem.
`is_recurring`	Boolean	Whether the problem is recurring.
`kanban_position`	Number	Position of the problem on the Kanban board.
`strategic_section`	String	Strategic section of the problem.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Problem Hypotheses

Hypotheses raised for the problems.Table: problem_hypotheses · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the hypothesis.
`problem_id`	String	Problem the hypothesis belongs to (problems.id).
`title`	String	Title of the hypothesis.
`description`	String	Description of the hypothesis.
`status`	String	Status of the hypothesis.
`confidence_level`	String	Confidence level (e.g. low, medium, high).
`results`	String	Results of the hypothesis.
`root_cause_analysis`	String	Root cause analysis.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Problem Severities

Severity levels available for problems.Table: problem_severities · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the severity.
`name`	String	Name of the severity level.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Problem Frequencies

Frequency levels available for problems.Table: problem_frequencies · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the frequency.
`name`	String	Name of the frequency level.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Riscos (risks)

Risks

Risks (threats) registered in Orbit.Table: risks · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the risk.
`title`	String	Title of the risk.
`description`	String	Description of the risk.
`status`	String	Status of the risk (e.g. open).
`probability_id`	String	Probability level assigned.
`impact_id`	String	Impact level assigned.
`priority_score`	Number	Priority score.
`classification`	String	Classification of the risk.
`strategy`	String	Strategy adopted for the risk.
`department_id`	String	Linked department.
`process_id`	String	Linked process.
`project_id`	String	Linked project (projects.id).
`job_position_id`	String	Linked job position (people_job_positions.id).
`assigned_to`	String	Member responsible for the risk (people_members.id).
`origin_type`	String	Type of origin of the risk.
`custom_origin_id`	String	Custom origin of the risk.
`kanban_position`	Number	Position on the Kanban board.
`strategic_section`	String	Strategic section.
`detection_date`	Date	Date the risk was detected.
`review_date`	Date	Date the risk is due for review.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Risk Probability Levels

Probability levels of the risk matrix.Table: risk_probability_levels · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the probability level.
`name`	String	Name of the probability level.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Risk Impact Levels

Impact levels of the risk matrix.Table: risk_impact_levels · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the impact level.
`name`	String	Name of the impact level.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Oportunidades (opportunities)

Opportunities

Opportunities of the Opportunities module (not CRM leads).Table: opportunities · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the opportunity.
`title`	String	Title of the opportunity.
`description`	String	Description of the opportunity.
`status`	String	Status of the opportunity (e.g. open).
`probability_id`	String	Probability level assigned.
`impact_id`	String	Impact level assigned.
`priority_score`	Number	Priority score.
`classification`	String	Classification of the opportunity.
`strategy`	String	Strategy adopted for the opportunity.
`department_id`	String	Linked department.
`process_id`	String	Linked process.
`project_id`	String	Linked project (projects.id).
`job_position_id`	String	Linked job position (people_job_positions.id).
`assigned_to`	String	Member responsible for the opportunity (people_members.id).
`origin_type`	String	Type of origin of the opportunity.
`custom_origin_id`	String	Custom origin of the opportunity.
`kanban_position`	Number	Position on the Kanban board.
`strategic_section`	String	Strategic section.
`identification_date`	Date	Date the opportunity was identified.
`target_date`	Date	Target date of the opportunity.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Opportunity Probability Levels

Probability levels of the opportunity matrix.Table: opportunity_probability_levels · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the probability level.
`name`	String	Name of the probability level.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Opportunity Impact Levels

Impact levels of the opportunity matrix.Table: opportunity_impact_levels · Primary key: id · Sync: Full table

Field	Type	Description
`id`	String	Unique identifier (UUID) of the impact level.
`name`	String	Name of the impact level.
`created_at`	Datetime	When the record was created.
`updated_at`	Datetime	When the record was last updated.
`additional_fields`	String (JSON)	Fields returned by the Orbit API that this connector version does not map to their own column yet (JSON object). Null when every returned field has a column.

Get started

Context

Activate

Workspace

Resources

Orbit as a data source

Configuring Orbit 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

CRM

Financeiro (finance)

Projetos (projects)

Pessoas (people)

Indicadores (indicators)

Problemas (problems)

Riscos (risks)

Oportunidades (opportunities)

​Configuring Orbit 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

​CRM

​Financeiro (finance)

​Projetos (projects)

​Pessoas (people)

​Indicadores (indicators)

​Problemas (problems)

​Riscos (risks)

​Oportunidades (opportunities)

Configuring Orbit 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

CRM

Financeiro (finance)

Projetos (projects)

Pessoas (people)

Indicadores (indicators)

Problemas (problems)

Riscos (risks)

Oportunidades (opportunities)