Vindi is a Brazilian payment gateway that provides a complete solution for online sales, recurring billing, and financial management. It helps businesses of all sizes to process payments, manage subscriptions, and reduce churn.

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Configuring Vindi as a Source

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

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1. Add account access

You’ll need your Vindi API Token for this connection. You can find it in your Vindi account settings (more instructions here). Once you have it, add the account access and click Next.

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2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

Below you’ll find all available data streams from Vindi and their corresponding fields:

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Data Model

The following diagram illustrates the relationships between the core data streams in Vindi. The arrows indicate the join keys that link the different entities, providing a clear overview of the data structure.

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Use Cases for Data Analysis

This guide outlines some business intelligence use cases when consolidating Vindi data, along with ready-to-use SQL queries that you can run on Explorer.

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1. Monthly Recurring Revenue (MRR) and Churn Analysis

Track your MRR growth and identify churn patterns to improve customer retention. Business Value:
  • Monitor the health of your subscription business
  • Identify drivers of churn and take corrective actions
  • Forecast future revenue more accurately

SQL code

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2. Customer Lifetime Value (LTV) Analysis

Understand the total revenue generated by a customer over their entire lifecycle. Business Value:
  • Identify your most valuable customer segments
  • Optimize marketing spend by focusing on high-LTV segments
  • Improve customer retention strategies to maximize LTV

SQL code

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3. Payment Method Efficiency

Analyze the performance of different payment methods to reduce failures and improve revenue collection. Business Value:
  • Identify payment methods with high failure rates
  • Optimize payment processing to increase successful transactions
  • Reduce involuntary churn due to payment failures

SQL code