Connect Plaid to Qlik
Send Plaid transactions and balances to Qlik on a schedule. Filter by date. Refresh as often as every 15 minutes.
Plaid report
Data source: Plaid
How to connect Plaid and Qlik
4 steps. You can preview the Plaid data in Coupler.io before anything reaches Qlik.
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 Qlik.
Step 3 of 4
Connect Qlik
Generate the integration URL and let the first run finish, then create a REST data connection in Qlik Sense and paste the URL.
Step 4 of 4
Set a schedule
Qlik sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Plaid integrations with these destinations
Get the most of Plaid to Qlik integration
Gather data
Understand data
Automate data
Act on data
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.
With Qlik's built-in REST connector, pointed at the Coupler.io integration URL that serves the Plaid data as JSON.
Yes. Schedule the app reload to run after the Coupler.io refresh, so it picks up the latest Plaid data.
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 Qlik.
