Plaid to Dropbox

Automatically Export & Sync Plaid Data to Dropbox

Plaid
a black arrow pointing to the right
Dropbox
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Balances
Balances-Recent
Transactions-AllAvailable
Transactions-Last X days
Date Rangable
InvestmentTransactions-All
InvestmentTransactions-Last X days
Date Rangable
InvestmentHoldings
InvestmentHoldings+RealtimeStocks
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]
Liabilities-Credit
Liabilities-Mortgage
Liabilities-Student

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Plaid.

If you only need to export your data one time, check the website of Plaid to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Plaid.
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Authorization

Plaid provides an interface for connecting to Plaid and Plaid's connected financial institutions. It takes about 1 minute to click through the prompts.

Scopes

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.

Scopes

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.

Scopes

Flatly provisions and manages its own App Folder in Dropbox, which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your Dropbox, or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your Dropbox.


Dropbox can store flat files in the cloud or automatically sync them to the desktop.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Plaid from the Data Source dropdown and Dropbox from the Data Destination dropdown.

Step 2

Authorize Plaid with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize Dropbox with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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