Manage Plaid Data in DBArtisan as a JDBC Source

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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!



Use wizards in DBArtisan to create a JDBC data source for Plaid.

The CData JDBC Driver for Plaid seamlessly integrates Plaid data into database management tools like DBArtisan by enabling you to access Plaid data as a database. This article shows how to create a JDBC source for Plaid in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Plaid Data into DBArtisan Projects

Follow the steps below to register Plaid data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic JDBC.
  3. Click Manage.
  4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
  5. In the Connection URL box, enter credentials and other required connection properties in 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.

    Below is a typical connection string:

    jdbc:plaid:AccountId=123456789;InitiateOAuth=GETANDREFRESH
  6. Finish the wizard to connect to Plaid data. Plaid entities are displayed in the Datasource Explorer.

You can now work with Plaid data as you work with any other database. See the driver help documentation for more information on the queries supported by the Plaid API.