Pipe Plaid Data to CSV in PowerShell

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Plaid Cmdlets

An easy-to-use set of PowerShell Cmdlets offering real-time access to Plaid data. The Cmdlets allow users to easily read, write, update, and delete live data - just like working with SQL server.



Use standard PowerShell cmdlets to access Plaid tables.

The CData Cmdlets Module for Plaid is a standard PowerShell module offering straightforward integration with Plaid. Below, you will find examples of using our Plaid Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Plaid Data

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.

$conn = Connect-Plaid  -AccountId "$AccountId"

Selecting Data

Follow the steps below to retrieve data from the Transactions table and pipe the result into to a CSV file:

Select-Plaid -Connection $conn -Table Transactions | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myTransactionsData.csv -NoTypeInformation

You will notice that we piped the results from Select-Plaid into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-Plaid -Connection $conn -Table Transactions -Where "Name = Apple Store" | Remove-Plaid

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Plaid, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyTransactionsUpdates.csv | %{
  $record = Select-Plaid -Connection $Plaid -Table Transactions -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-Plaid -Connection $plaid -Table Transactions -Columns ("AccountId","Name") -Values ($_.AccountId, $_.Name) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-Plaid -Connection $plaid -Table Transactions -Columns ("AccountId","Name") -Values ($_.AccountId, $_.Name)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!