Using the CData ODBC Driver for Plaid in PyCharm

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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.



Connect to Plaid as an ODBC data source in PyCharm using the CData ODBC Driver for Plaid.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Plaid from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Plaid as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Plaid

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData Plaid Source] Driver = CData ODBC Driver for Plaid Description = My Description AccountId = 123456789

Execute SQL to Plaid

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for Plaid};AccountId = 123456789;') cursor = cnxn.cursor() cursor.execute("SELECT AccountId, Name FROM Transactions WHERE Name = 'Apple Store'") rows = cursor.fetchall() for row in rows: print(row.AccountId, row.Name)

After connecting to Plaid in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Plaid data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.