Plaid to Google Looker Studio

Automatically Export & Sync Plaid Data to Google Looker Studio

Plaid
a black arrow pointing to the right
Google Looker Studio
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.

Connection

Opening a CSV file from Google Cloud Storage in Looker Studio is straightforward and takes only a few clicks. Importantly, a CSV file can be larger than 10 million cells, whereas a Google Sheet is limited to 10 million cells.

Looker Studio reads flat files directly from Google Sheets or Google Cloud Storage.

File Formats

Integration Flow

Setup

Step 1

Select Plaid from the Data Source dropdown and Google Looker Studio from the Data Destination dropdown.

Step 2

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

Step 3

Authorize Google Looker Studio with your credentials using the Service Account 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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