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Plaid

Sync Plaid account, transaction, balance, and institution data into your warehouse.

Overview

The Plaid connector syncs your financial data and open banking data into analytics-ready tables in your data warehouse. Pull accounts, transactions, balances, and institutions from the Plaid API, with Ingest handling auth, pagination, and retries so the tables stay current.

What you can sync

Ingest syncs the following Plaid data into your data warehouse, each as its own table refreshed on your schedule:

  • Accounts
  • Transactions
  • Balances
  • Institutions

Authentication

client_id + secret

Sign up on the Plaid Dashboard, which issues a live client_id and secret.

You enter credentials in a secure form, never in chat. Ingest stores and rotates them for you.

Resources