Load Plaid Data to a Database Using Embulk

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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 CData JDBC Driver for Plaid with the open source ETL/ELT tool Embulk to load Plaid data to a database.

Embulk is an open source bulk data loader. When paired with the CData JDBC Driver for Plaid, Embulk easily loads data from Plaid to any supported destination. In this article, we explain how to use the CData JDBC Driver for Plaid in Embulk to load Plaid data to a MySQL dtabase.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Plaid data. When you issue complex SQL queries to Plaid, the driver pushes supported SQL operations, like filters and aggregations, directly to Plaid and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Configure a JDBC Connection to Plaid Data

Before creating a bulk load job in Embulk, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Plaid\lib).

Embulk supports JDBC connectivity, so you can easily connect to Plaid and execute SQL queries. Before creating a bulk load job, create a JDBC URL for authenticating with Plaid.

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 JDBC connection string for Plaid:

jdbc:plaid:AccountId=123456789;InitiateOAuth=GETANDREFRESH

Load Plaid Data in Embulk

After installing the CData JDBC Driver and creating a JDBC connection string, install the required Embulk plugins.

Install Embulk Input & Output Plugins

  1. Install the JDBC Input Plugin in Embulk.
    https://github.com/embulk/embulk-input-jdbc/tree/master/embulk-input-jdbc
  2. embulk gem install embulk-input-jdbc
  3. In this article, we use MySQL as the destination database. You can also choose SQL Server, PostgreSQL, or Google BigQuery as the destination using the output Plugins.
    https://github.com/embulk/embulk-output-jdbc/tree/master/embulk-output-mysql embulk gem install embulk-output-mysql

With the input and output plugins installed, we are ready to load Plaid data into MySQL using Embulk.

Create a Job to Load Plaid Data

Start by creating a config file in Embulk, using a name like plaid-mysql.yml.

  1. For the input plugin options, use the CData JDBC Driver for Plaid, including the path to the driver JAR file, the driver class (e.g. cdata.jdbc.plaid.PlaidDriver), and the JDBC URL from above
  2. For the output plugin options, use the values and credentials for the MySQL database

Sample Config File (plaid-mysql.yml)

in: type: jdbc driver_path: C:\Program Files\CData\CData JDBC Driver for Plaid 20xx\lib\cdata.jdbc.plaid.jar driver_class: cdata.jdbc.plaid.PlaidDriver url: jdbc:plaid:AccountId=123456789;InitiateOAuth=REFRESH table: "Transactions" out: type: mysql host: localhost database: DatabaseName user: UserId password: UserPassword table: "Transactions" mode: insert

After creating the file, run the Embulk job.

embulk run plaid-mysql.yml

After running the the Embulk job, find the Salesforce data in the MySQL table.

Load Filtered Plaid Data

In addition to loading data directly from a table, you can use a custom SQL query to have more granular control of the data loaded. You can also perform increment loads by setting a last updated column in a SQL WHERE clause in the query field.

in: type: jdbc driver_path: C:\Program Files\CData\CData JDBC Driver for Plaid 20xx\lib\cdata.jdbc.plaid.jar driver_class: cdata.jdbc.plaid.PlaidDriver url: jdbc:plaid:AccountId=123456789;InitiateOAuth=REFRESH query: "SELECT AccountId, Name FROM Transactions WHERE [RecordId] = 1" out: type: mysql host: localhost database: DatabaseName user: UserId password: UserPassword table: "Transactions" mode: insert

More Information & Free Trial

By using CData JDBC Driver for Plaid as a connector, Embulk can integrate Plaid data into your data load jobs. And with drivers for more than 200+ other enterprise sources, you can integrate any enterprise SaaS, big data, or NoSQL source as well. Download a 30-day free trial and get started today.