Import Plaid Data into SQL Server using 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 back up Plaid data to SQL Server using the SSIS components for Plaid.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Plaid inside of a SQL Server SSIS workflow to transfer Plaid data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Plaid source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Plaid connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select Plaid. The CData Plaid Connection Manager is displayed.
  3. Configure 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 Source

Follow the steps below to specify the query to be used to extract Plaid data.

  1. Double-click the Plaid source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: SELECT AccountId, Name FROM Transactions WHERE Name = 'Apple Store'
  4. Close the Plaid Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Plaid data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Plaid data.