Export Data from SQL Server to Plaid through SSIS

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Plaid SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with live Plaid account data through SSIS Workflows.

Use the Plaid Data Flow Components to synchronize with Plaid Assets, Investments, Liabilities, Transactions, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!



Easily push SQL Server data to Plaid using the CData SSIS Tasks for Plaid.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Plaid allows you to easily transfer Plaid data. In this article you will export data from SQL Server to Plaid.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Plaid Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Plaid.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Plaid

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData Plaid Connection Manager in the menu.
  3. Configure the connection properties.

    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.

Configure the Plaid Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Plaid destination table and the action you want to perform on the Plaid data. In this article, you will insert Transactions entities to Plaid.

  1. Double-click the Plaid destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Transactions. In the Action menu, select Insert.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.