Plaid
Bring bank transactions from Plaid into DataOS
This guide brings bank transactions from Plaid (the transactions of one connected bank account, such as purchases and deposits) into DataOS.
plaid.com
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What you need
A Plaid client ID, a secret, and an access token for one connected bank login
Who can get it
Whoever manages your Plaid Dashboard
Where data lands
A governed table in your DataOS lakehouse
Connection type
REST API
How the connection works
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Source
Plaid
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
The connector signs in to Plaid with your keys, asks for the transactions that were added, changed or removed since its last visit for one connected bank login, and updates the table in DataOS. It only reads.
What's next
Ready to bring this data into DataOS?
