Connect Plaid to Redshift
Send Plaid transactions and balances to Redshift on a schedule. Filter by date. Refresh as often as every 15 minutes.
Redshift
schema plaid
transactionsbalances
How to connect Plaid and Redshift
4 steps. You can preview the Plaid data in Coupler.io before anything reaches Redshift.
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 Redshift.
Step 3 of 4
Connect Redshift
Enter your Redshift 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 Redshift. Run it as often as every 15 minutes.
Each run drops and recreates transactions with fresh Plaid data.
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Build your Plaid integrations with these destinations
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Gather 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.
With Replace, Coupler.io recreates transactions, so new Plaid columns appear automatically. With Append, the table keeps its schema, so add the column yourself or switch to Replace.
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 Redshift.
