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Data Connectors

Data Source Connectors are the means through which data connections are made to external systems to import or export data in or out of PlaidCloud.

1 - Cloud Service Connections

Cloud Service connection requirements vary depending on the service. See how to configure the individual connections.

PlaidCloud provides a direct service connections for services that don't use REST or JSON-RPC requests.

The individual service guides will help provide the specific setup necessary to connect.

1.1 - Quandl Connector

Connecting to Quandl Cloud Service

Connection Documentation

Quandl is now Nasdaq Data Link. The documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Service Connection

Documentation under development

2 - Database and Data Lake Connections

Database and Data Lake connections vary by service. Each connector will have specific security and access requirements in order for PlaidCloud to connect.

PlaidCloud enables connection directly to databases, data lakes, query engines, and lakehouses. Connections can also utilize a PlaidLink agent if services are behind a firewall.

Since the terms of database, lakehouse, query engine, and potentially others are used to refer to data that can be queried using a connection, we generally treat all of these as "Databases" despite a wide variety of underlying technology that performs the underlying query.

2.1 - Amazon Athena

Connecting to Amazon Athena Database

Upstream Documentation

Amazon Athena documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.2 - Amazon Redshift

Connecting to Amazon Redshift Database

Upstream Documentation

Amazon Redshift has several guides related to use located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.3 - Apache Doris

Connecting to Apache Doris Database

Upstream Documentation

Apache Doris documentation is here.

The Apache project homepage for Apache Doris is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.4 - Apache Hive

Connecting to Apache Hive Data Lake

Upstream Documentation

Apache Hive documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Data Lake Connector

Documentation under development

2.5 - Apache Spark

Connecting to Apache Spark Database

Upstream Documentation

The Apache Spark documentation is here.

The Apache project is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.6 - Azure Databricks

Connecting to Azure Databricks Database

Upstream Documentation

Azure Databricks documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

In order to obtain the connection credentials necessary for PlaidCloud to communicate with a Databricks warehouse, follow the steps below:

  1. Open the Databricks console
  2. Under the User Settings in the upper right, select "Settings"
  3. Navigate to the "Developers" section
  4. Generate an Access Token with a sufficient lifespan specified
  5. Navigate to the "SQL Warehouses" area
  6. Select the warehouse required for connecting
  7. Capture the connection details including host, and http path
  8. Navigate to the warehouse data area
  9. Capture the initial catalog and initial schema information

With the information above, the connection form can be completed and tested with the Databricks warehouse

Create Database Connector

Documentation under development

2.7 - Databend

Connecting to Databend Database

Upstream Documentation

Databend documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.8 - Exasol

Connecting to Exasol Database

Upstream Documentation

Exasol documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.9 - Greenplum

Connecting to Greenplum Database

Upstream Documentation

The Greenplum documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.10 - IBM DB2

Connecting to IBM DB2 Database

Upstream Documentation

The IBM DB2 documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.11 - IBM Informix

Connecting to IBM Informix Database

Upstream Documentation

IBM Informix documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.12 - Microsoft Fabric

Connecting to Microsoft Fabric Database

Upstream Documentation

The Microsoft Fabric documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.13 - Microsoft SQL Server

Connecting to Microsoft SQL Server Database

Upstream Documentation

Microsoft SQL Server documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.14 - MySQL

Connecting to MySQL Database

Upstream Documentation

MySQL documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.15 - ODBC

Connecting to a Database using ODBC

Upstream Documentation

Using the ODBC connector will require configuration specific to the database. While ODBC is a generic connection type, each database may implement some specific configurations. Please refer to the ODBC documentation for the target database.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.16 - Oracle

Connecting to Oracle Database

Upstream Documentation

The Oracle database documentation is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.17 - PlaidCloud Lakehouse

Connecting to PlaidCloud Lakehouse

Upstream Documentation

There is very little configuration necessary for using the built-in PlaidCloud Lakehouse. The documentation for the service is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Lakehouse Connector

Documentation under development

2.18 - PostgreSQL

Connecting to PostgreSQL (Postgres) Database

Upstream Documentation

PostreSQL documentation is located here

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.19 - Presto

Connecting to Presto Database

Upstream Documentation

The Presto documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.20 - SAP HANA

Connecting to SAP HANA Database

Upstream Documentation

The SAP HANA documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.21 - Snowflake

Connecting to Snowflake Database

Upstream Documentation

The Snowflake documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.22 - StarRocks

Connecting to StarRocks Database

Upstream Documentation

StarRocks documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

2.23 - Trino

Connecting to Trino Query Engine

Upstream Documentation

The Trino documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Database Connector

Documentation under development

3 - ERP System Connections

ERP connection requirements vary depending on the system. See how to configure the individual connections.

PlaidCloud provides a direct connections for ERP systems.

The individual service guides will help provide the specific setup necessary to connect.

3.1 - Infor Connector

Connecting to Infor ERP System

Upstream Documentation

The Infor documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create ERP Connection

Documentation under development

3.2 - JD Edwards (Legacy) Connector

Connecting to JD Edwards Legacy ERP System

Upstream Documentation

The JDE documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create ERP Connection

Documentation under development

3.3 - Oracle EBS Connector

Connecting to Oracle EBS ERP System

Upstream Documentation

The Oracle EBS documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Oracle EBS utilizes the standard Oracle database connection. This connection provides the connectivity to query, load, and execute PL/SQL programs in Oracle.

If the EBS instance has the REST API interface available, this can be accessed using the same approach as Oracle Cloud REST connection too.

Create ERP Connection

Documentation under development

3.4 - Oracle Fusion Connector

Connecting to Oracle Fusion ERP System

Upstream Documentation

The Oracle Fusion applications documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create ERP Connection

Documentation under development

3.5 - SAP Analytics Cloud Connector

Connecting to SAP Analytics Cloud (SAC)

Upstream Documentation

The SAP Analytics Cloud documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create SAC Connection

Documentation under development

3.6 - SAP ECC Connector

Connecting to SAP ECC ERP System

Upstream Documentation

SAP has removed all ECC documentation and currently only provides documentation for S/4HANA.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create ERP Connection

Documentation under development

3.7 - SAP Profitability and Cost Management (PCM) Connector

Connecting to SAP Profitability and Cost Managmenet System

Upstream Documentation

The SAP PCM legacy documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create PCM Connection

Documentation under development

3.8 - SAP Profitability and Performance Management (PaPM) Connector

Connecting to SAP PaPM System

Upstream Documentation

The SAP PaPM documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create PaPM Connection

Documentation under development

3.9 - SAP S/4HANA Connector

Connecting to SAP S/4HANA ERP System

Upstream Documentation

The documentation for SAP S/4HANA is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create ERP Connection

Documentation under development

4 - Git Repository Connections

Git connection requirements vary depending on the Git service. See how to configure the individual connections.

PlaidCloud provides a direct connections for Git repositories.

The individual service guides will help provide the specific setup necessary to connect.

4.1 - AWS CodeCommit Repository Connector

Connecting to AWS CodeCommit

Service Documentation

The AWS CodeCommit service documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Git Connection

Documentation under development

4.2 - Azure Repos Repository Connector

Connecting to Azure Repos

Service Documentation

The Azure Repos service documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Git Connection

Documentation under development

4.3 - BitBucket Repository Connector

Connecting to BitBucket

Service Documentation

The BitBucket service documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Git Connection

Documentation under development

4.4 - GitHub Repository Connector

Connecting to GitHub

Service Documentation

The GitHub service documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Git Connection

Documentation under development

4.5 - GitLab Repository Connector

Connecting to GitLab

Service Documentation

The GitLab service documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Git Connection

Documentation under development

5 - Google Service Connections

Google service connection requirements vary depending on the Google service. See how to configure the individual connections.

PlaidCloud provides a direct connections for Google services.

The individual service guides will help provide the specific setup necessary to connect.

5.1 - Google BigQuery Connector

Connecting to Google BigQuery

Connection Documentation

The Google BigQuery documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Query Connection

Documentation under development

5.2 - Google Sheets

Connecting to Google Sheets

Connection Documentation

Google Sheets is oriented more towards consumers. For technical documentation, refer to the developer documentation here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Spreadsheet Connection

Documentation under development

6 - Open Table Format Connections

Open Table Format connection requirements vary depending on the several factors. See how to configure the individual connections.

PlaidCloud provides a direct connections for Open Table Formats for use with the PlaidCloud Lakehouse service. This allows for hybrid query execution without moving data.

The individual service guides will help provide the specific setup necessary to connect.

6.1 - Apache Hive Open Table Format

Connecting to Apache Hive Catalogs

Catalog Documentation

Apache Hive documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Catalog Connection

Documentation under development

6.2 - Apache Hudi Open Table Format

Connecting to Apache Hudi Catalogs

Catalog Documentation

Apache Hudi documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Catalog Connection

Documentation under development

6.3 - Apache Iceberg Open Table Format

Connecting to Apache Iceberg Catalogs

Catalog Documentation

Apache Iceberg documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Catalog Connection

Documentation under development

6.4 - Delta Lake Open Table Format (Databricks Catalog)

Connecting to Delta Lake Catalogs (Databricks)

Catalog Documentation

The Delta Lake documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Catalog Connection

Documentation under development

7 - REST Connections

REST connection requirements vary depending on the service. See how to configure the individual connections.

PlaidCloud provides a comprehensive way to connect to any REST service using standard authentication processes. However, it is quite common that REST based services have nuanced differences in how authentication takes place and the parameters needed for a successful handshake.

The individual service guides will help provide the specific setup necessary to connect.

In addition to the specific REST connectors, PlaidCloud also provides a generic REST connector that can be configured to connect and process responses from other REST services.

7.1 - Gusto REST Connector

Connecting to Gusto from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.2 - Microsoft Dynamics 365 REST Connector

Connecting to Microsoft Dynamics 365 from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.3 - Mulesoft REST Connector

Connecting to Mulesoft from PlaidCloud using REST

API Documentation

The API documentation is for this connector is determined by the service endpoints for which Mulesoft is handling.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.4 - Netsuite REST Connector

Connecting to Netsuite from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.5 - Paycor REST Connector

Connecting to Paycor from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Paycor Setup

The Paycor API Application and Initiation process is a little more involved than other REST providers. Please be sure to go through the steps outlined on their Quick Start Page

Key values you must capture are:

  • Application OAuth Client ID
  • Application OAuth Client Secret
  • APIm Subscription Key
  • Scope Key of current application version

Activate it here, choosing Production or Sandbox depending on your need:

EnvironmentActivation Form URL
Sandboxhttps://hcm-demo.paycor.com/AppActivation/ClientActivation
Productionhttps://hcm.paycor.com/AppActivation/ClientActivation

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.6 - Quickbooks REST Connector

Connecting to Quickbooks from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.7 - Ramp REST Connector

Connecting to Ramp from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.8 - Sage Intacct REST Connector

Connecting to Sage Intacct from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.9 - Salesforce REST Connector

Connecting to Salesforce from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.10 - Stripe REST Connector

Connecting to Stripe from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

7.11 - Workday REST Connector

Connecting to Workday from PlaidCloud using REST

API Documentation

The API documentation is for this connector is located here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create REST Connector

Documentation under development

8 - Team Collaboration Connections

Team Collaboration connection requirements vary depending on the service. See how to configure the individual connections.

PlaidCloud provides a direct connections for team collaboration services.

The individual service guides will help provide the specific setup necessary to connect.

8.1 - Microsoft Teams Connector

Connecting to Microsoft Teams for Team Collaboration

Connection Documentation

Microsoft Teams Admin documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Teams Connection

Documentation under development

8.2 - Slack Connector

Connecting to Slack for Team Collaboration

Connection Documentation

Slack Admin documentation is here.

Security Requirements

Documentation under development

Obtain Credentials

Documentation under development

Create Slack Connection

Documentation under development