Connect to Plaid Data in CloverDX (formerly CloverETL)

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Plaid JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Plaid account data including Assets, Investments, Liabilities, Transactions, and more!



Transfer Plaid data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Plaid enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Plaid as sources and destinations. In this article, you will use the JDBC Driver for Plaid to set up a simple transfer into a flat file. The CData JDBC Driver for Plaid enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Plaid as sources and destinations. In this article, you will use the JDBC Driver for Plaid to set up a simple transfer into a flat file.

Connect to Plaid as a JDBC Data Source

  1. Create the connection to Plaid data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.plaid.jar file.
  3. Enter the JDBC URL.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Plaid JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.plaid.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:plaid:AccountId=123456789;InitiateOAuth=GETANDREFRESH

Query Plaid Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Plaid JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT AccountId, Name FROM Transactions WHERE Name = 'Apple Store'

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Transactions table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.