Connect Plaid to PostgreSQL
Send Plaid transactions and balances to PostgreSQL on a schedule. Filter by date. Refresh as often as every 15 minutes.
PostgreSQL
schema plaid
transactionsbalances
How to connect Plaid and PostgreSQL
4 steps. You can preview the Plaid data in Coupler.io before anything reaches PostgreSQL.
Step 1 of 4
Connect Plaid
Enter your Plaid access token, API key, client ID and plaid environment. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Plaid data you want in PostgreSQL.
Step 3 of 4
Connect PostgreSQL
Enter your PostgreSQL connection details, then the schema and table for the Plaid data.
Show 3 more fields Show fewer fields
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in PostgreSQL. Run it as often as every 15 minutes.
Each run deletes the existing rows in transactions and loads fresh Plaid data.
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Build your Plaid integrations with these destinations
Get the most of Plaid to PostgreSQL integration
Gather data
Understand data
Automate data
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2 data types, including Transactions and Balances.
With your Plaid access token, API key, client ID and plaid environment, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
Yes, if the database user has CREATE privileges. Coupler.io creates the plaid schema and the transactions table on the first run.
Yes. Append adds new rows to transactions on each run, while Replace swaps in a fresh copy. With Append, add new Plaid columns to the table yourself before the next run.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches PostgreSQL.
