Update Plaid Data with a Microsoft Access Linked Table

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Plaid ODBC Driver

The Plaid ODBC Driver is a powerful tool that allows you to connect with live Plaid account data, directly from any applications that support ODBC connectivity.

Access Plaid data like you would a database - read, write, and update Assets, Investments, Liabilities, Transactions, etc. through a standard ODBC Driver interface.



Update Plaid data by creating a linked table in Microsoft Access with the CData Plaid ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Plaid, you can update live Plaid data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Plaid as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Transactions Data

Follow the steps below to create a linked table, which enables you to access live Transactions data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Transactions table.
  3. Select the CData Plaid data source from the Machine Data Source tab.

  4. Select the Transactions table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.