Configure a Solicit-Response Send Port for the CData BizTalk Adapter for Plaid

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Plaid BizTalk Adapter

Powerful BizTalk Adapters that allow you to easily connect BizTalk Server with live Plaid account data through standard orchestrations.

Use the Plaid Adapters to synchronize with Plaid Assets, Investments, Liabilities, Transactions, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!



Use the adapter for Plaid with a solicit-response send port to execute updategrams and data manipulation SQL in BizTalk.

This section provides step-by-step instructions for creating, configuring, and testing a static solicit-response send port using the CData BizTalk Adapter for Plaid. You can use a static solicit-response send port to execute commands and access the results in BizTalk. You can use send ports to execute updategram commands, SQL commands, and stored procedure operations.

Create and Configure the Send Port

Create a static solicit-response send port and configure it to use the adapter as its transport type.

  1. If you have not already done so, open your BizTalk application in the BizTalk Administration Console.
  2. In the node for your BizTalk application, right-click Send Ports and select New -> Static Solicit-Response Send Port. The Send Port Properties dialog is displayed.
  3. In the Send Port properties, enter a name for the receive port.
  4. In the Transport Type menu, select CData.Plaid;.
  5. In the Send pipeline menu, select the default option, PassThruTransmit.
  6. In the Receive pipeline menu, select the default option, PassThruReceive.

Configure the Adapter

Define the command the adapter will execute in the Transport Properties dialog.

  1. In the send port properties, click the Configure button. The Adapter Transport Properties dialog is displayed.
  2. In the CommandType property, select the command type you want.
  3. If you want to execute an SQL command, enter the command in the SQL Command box.
Refer to the "Adapter Configuration" chapter in the help documentation for a description of the various properties and their functions.

Configure the Connection to Plaid

Configure credentials and other properties required to connect to Plaid in the Connection String Options dialog.

  1. In the send port properties, click Configure. The adapter properties dialog is displayed.
  2. Click the button in the Connection String property. The Connection String Options dialog is displayed.
  3. Enter the connection properties. Below is a typical connection string: AccountId=123456789;InitiateOAuth=GETANDREFRESH

    You can connect to Plaid using the embedded OAuth connectivity. When you connect, the Plaid OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

    Optionally set the Account Id property to return data related to a specific Account.

  4. Click Test Connection to verify the values and test connectivity.
Refer to the "Connection String Options" chapter in the help documentation for a description of the various properties and their functions. The updategram tutorial for the adapter for Plaid walks through the steps to create a simple application that uses a solicit-response send port to execute an insert updategram to Plaid.