Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Chase

Chase Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Credit Details

Identity

Income

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Liabilities

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Chase data to OneDrive for Business

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Chase Bank is the consumer banking arm of JPMorgan Chase, one of the largest banking companies in the U.S.

OneDrive for Business

Export and sync comprehensive Chase datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive for Business

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