Sync Plaid Data to Google Looker Studio

Plaid
Google Looker Studio

Automatically Replicate Plaid Data to Google Looker Studio

Using Flatly's easy-to-use, no-code integration platform.
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

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

Flatly is designed to help anyone continuously export (i.e. "sync") bulk 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.

Combined Data Sets

This integration provides pre-blended (combined) data sets that are related, which means more useful data for analytics and less manual work in terms of joining data.

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.

Airtable

Connect Plaid to Airtable


Amazon S3

Connect Plaid to Amazon S3


Azure Storage

Connect Plaid to Azure Storage


Box

Connect Plaid to Box


Connect Plaid to ChatGPT Apps


Cloud Storage

Connect Plaid to Cloud Storage


Connect Plaid to CSV


Dropbox

Connect Plaid to Dropbox


Excel

Connect Plaid to Excel


Excel Online

Connect Plaid to Excel Online


Connect Plaid to FTP


Google BigQuery

Connect Plaid to Google BigQuery


Google Cloud Storage

Connect Plaid to Google Cloud Storage


Google Drive

Connect Plaid to Google Drive


Google Sheets

Connect Plaid to Google Sheets


Looker

Connect Plaid to Looker


Markdown

Connect Plaid to Markdown


Microsoft Power BI

Connect Plaid to Microsoft Power BI


OneDrive

Connect Plaid to OneDrive


OneDrive for Business

Connect Plaid to OneDrive for Business


Connect Plaid to SFTP


Smartsheet

Connect Plaid to Smartsheet


Zoho Sheet

Connect Plaid to Zoho Sheet


Walkthrough Video

Extended Data Sources

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