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Plaid Collectors

Plaid Collectors

Overview

DataBlend currently collects the following Plaid object types:

  • Get Accounts

  • Get Categories (Deprecated)

  • Get Recurring Transactions

  • Refresh Transactions

  • Sync Transactions

 

Configuration

Field

Required/Optional

Comments

Name

Required

Descriptive free-text name for the collector.

Data Source

Required

Choose a pre-configured data source from the drop down or click Create New to create a new data source.

Schema

Required

Provide a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run.

Credential

Required

Choose a pre-configured Rillet credential from the drop-down.

Plaid Collector Type

Required

Utilize the pre-populated Collector Type drop-down menu.

To learn more about Plaid API requirements, please visit API - Overview | Plaid Docs.