Connect Plaid to Snowflake
Send Plaid transactions and balances to Snowflake on a schedule. Filter by date. Refresh as often as every 15 minutes.
Snowflake
schema plaid
transactionsbalances
How to connect Plaid and Snowflake
4 steps. You can preview the Plaid data in Coupler.io before anything reaches Snowflake.
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 Snowflake.
Step 3 of 4
Connect Snowflake
Sign in to Snowflake with OAuth, then enter the database, schema, and table for the Plaid data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Snowflake. 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 Snowflake 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.
Yes. With the required privileges, Coupler.io creates missing schemas and tables in your database on the first successful 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 Snowflake.
