Automatically Export & Sync Infusionsoft Data to Microsoft Power BI
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.
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