Connect to Plaid Data in HULFT Integrate

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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!



Connect to Plaid as a JDBC data source in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Plaid, HULFT Integrate can work with live Plaid data. This article walks through connecting to Plaid and moving the data into a CSV file.

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). Its built-in dynamic metadata querying allows you to work with and analyze Plaid data using native data types.

Enable Access to Plaid

To enable access to Plaid data from HULFT Integrate projects:

  1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.plaid.jar (and cdata.jdbc.plaid.lic), to the jdbc_adapter subfolder for the Integrate Server
  2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Plaid Data

Once you copy the JAR files, you can create a project with access to Plaid data. Start by opening Integrate Studio and creating a new project.

  1. Name the project
  2. Ensure the "Create script" checkbox is checked
  3. Click Next
  4. Name the script (e.g.: PlaidtoCSV)

Once you create the project, add components to the script to copy Plaid data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

  1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Plaid. Set the following properties:
    • Name: Plaid Connection Settings
    • Driver class name: cdata.jdbc.plaid.PlaidDriver
    • URL: jdbc:plaid:AccountId=123456789;InitiateOAuth=GETANDREFRESH

      Built-in Connection String Designer

      For assistance 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.

      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.

  2. Write your SQL statement. For example:
    SELECT AccountId, Name FROM Transactions
  3. Click "Extraction test" to ensure the connection and query are configured properly
  4. Click "Execute SQL statement and set output schema"
  5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

  1. Set a file to write the query results to (e.g. Transactions.csv)
  2. Set "Input data" to the "Select SQL" component
  3. Add columns for each field selected in the SQL query
  4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
  5. Click "Finish"

Map Plaid Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Plaid data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for Plaid and start working with your live Plaid data in HULFT Integrate. Reach out to our Support Team if you have any questions.