1
0
mirror of synced 2025-12-29 09:03:46 -05:00
Files
airbyte/docs/integrations/sources/plaid.md
Marcos Marx 53780b5117 Source Plaid bump connector version (#11645)
* 🔧 Fixed the 100 transaction limit on Plaid source. Added start date to Plaid connector

* 📝 Updated integration docs

* ✏️ Updated import statement location

* bump connector version

* run seed config

Co-authored-by: Ehmad Zubair <ezubair@gmail.com>
2022-03-31 22:37:22 -03:00

72 lines
3.4 KiB
Markdown

# Plaid
## Overview
The Plaid source supports Full Refresh syncs. It currently only supports pulling from the balances endpoint. It will soon support other data streams \(e.g. transactions\).
### Output schema
Output streams:
* [Balance](https://plaid.com/docs/api/products/#balance)
### Features
| Feature | Supported? |
| :--- | :--- |
| Full Refresh Sync | Yes |
| Incremental - Append Sync | Coming soon |
| Replicate Incremental Deletes | Coming soon |
| SSL connection | Yes |
| Namespaces | No |
### Performance considerations
The Plaid connector should not run into Stripe API limitations under normal usage. Please [create an issue](https://github.com/airbytehq/airbyte/issues) if you see any rate limit issues that are not automatically retried successfully.
## Getting started
### Requirements
* Plaid Account \(with client\_id and API key\)
* Access Token
### Setup guide for Sandbox
This guide will walk through how to create the credentials you need to run this source in the sandbox of a new plaid account. For production use, consider using the Link functionality that Plaid provides [here](https://plaid.com/docs/api/tokens/#linktokencreate)
* **Create a Plaid account** Go to the [plaid website](https://plaid.com/) and click "Get API Keys". Follow the instructions to create an account.
* **Get Client id and API key** Go to the [keys page](https://dashboard.plaid.com/team/keys) where you will find the client id and your Sandbox API Key \(in the UI this key is just called "Sandbox"\).
* **Create an Access Token** First you have to create a public token key and then you can create an access token.
* **Create public key** Make this API call described in [plaid docs](https://plaid.com/docs/api/sandbox/#sandboxpublic_tokencreate)
```bash
curl --location --request POST 'https://sandbox.plaid.com/sandbox/public_token/create' \
--header 'Content-Type: application/json;charset=UTF-16' \
--data-raw '{
"client_id": "<your-client-id>",
"secret": "<your-sandbox-api-key>",
"institution_id": "ins_43",
"initial_products": ["auth", "transactions"]
}'
```
* **Exchange public key for access token** Make this API call described in [plaid docs](https://plaid.com/docs/api/tokens/#itempublic_tokenexchange). The public token used in this request, is the token returned in the response of the previous request. This request will return an `access_token`, which is the last field we need to generate for the config for this source!
```bash
curl --location --request POST 'https://sandbox.plaid.com/item/public_token/exchange' \
--header 'Content-Type: application/json;charset=UTF-16' \
--data-raw '{
"client_id": "<your-client-id>",
"secret": "<your-sandbox-api-key>",
"public_token": "<public-token-returned-by-previous-request>"
}'
```
* We should now have everything we need to configure this source in the UI.
| Version | Date | Pull Request | Subject |
| :--- | :--- | :--- | :--- |
| 0.3.1 | 2022-03-31 | [11104](https://github.com/airbytehq/airbyte/pull/11104) | Fix 100 record limit and added start_date |
| 0.3.0 | 2022-01-05 | [7977](https://github.com/airbytehq/airbyte/pull/7977) | Migrate to Python CDK + add transaction stream |
| 0.3.1 | 2022-xx-xx | [7977](https://github.com/airbytehq/airbyte/pull/11104) | Fix 100 record limit and added start_date |