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PlaidCloud

Connections

A connection is a saved configuration that lets PlaidCloud reach an external system — a database, cloud storage account, ERP, or REST API. Workflow steps that need to read from or write to that system reference the connection, so credentials and endpoint details live in one place.

workflow steps Import step Export step Lookup step Connection credentials + endpoint, once external system DB · storage · ERP · REST
Configure the connection once; every step that reads or writes the external system points at it, so credentials and endpoint details aren't duplicated across steps.

Guides

Section titled “Guides”
  • Create and Manage a Connection — create, edit, test, and control access to a connection, and configure it per environment.
  • Use Your Own Warehouse — connect your own Snowflake or Databricks warehouse yourself, sign in with your own identity, manage several warehouses, and see what each run costs.
  • PlaidCloud Git Connection — connect to your workspace’s own managed Git server with no server URL or credentials, and automate Panel app builds from it.
  • Clone a Connection — duplicate an existing connection for a new environment or tenant.
  • Data Foundation: The Common Finance Model — the Common Finance Model brings together ERP data from multiple ERP systems and instances into one model, with one chart of accounts, one set of entities and one reporting currency, that reports, metrics and AI assistants all read.
  • Singer Sources — connect to sources such as Stripe, GitHub, Slack, and BigQuery with Singer taps, then import their data into project tables.
  • Connect to NetSuite — set up a NetSuite connection and pull financial and operational data with SuiteQL.
  • NetSuite Access for Data Foundation — what your NetSuite administrator sets up so Data Foundation can read NetSuite directly, and what to send back.
  • Import NetSuite Financials — pull balances, GL detail, and master data with the canned NetSuite import steps, no SuiteQL to write.
  • Post a NetSuite Journal Entry — map header and line tables, preview, and post journal entries to NetSuite.
  • Connect to Acumatica — set up an Acumatica connection, import entities, and post journal transactions, invoices, bills, and payments.
  • Connect to Business Central — set up a Business Central connection with Azure AD, import OData entities, and post general journal lines.
  • Connect to Dynamics 365 Finance & Operations — set up a D365 F&O connection with Azure AD, import OData/DMF entities, and post journal entries.
  • Connect to Oracle Fusion — set up an Oracle Fusion connection, import GL balances and journal batches, and post journals through FBDI.
  • Connect to Workday Financials — set up a Workday Financials connection with an Integration System User, import a RaaS report, and post journal entries.
  • Connect to SAP S/4HANA Cloud — set up a direct S/4HANA Cloud connection with OAuth2, import trial balance and journal entry items, and post journal entries over SOAP.
  • Ad-Hoc Extracts from SAP ECC / S/4HANA — search SAP by table, transaction code, or saved SAP Query, preview and plan the extract, and land it in a table through a PlaidLink agent.
  • Connect to Sage Intacct — set up a Sage Intacct connection and pull financial and accounting data.
  • Connect to Xero — authorize a Xero organisation in one click, import Accounting API entities, and post manual journals, invoices, bills, payments, and credit notes.
  • Connect to Salesforce — set up a Salesforce External Client App and Run As user, then extract CRM objects into project tables.
  • Extract from HFM / FCCS (Ad-hoc) — connect to Oracle FCCS and self-serve a data slice with a point-of-view picker, no ticket to the HFM team.
  • Connect to TM1 — connect to an IBM TM1 / Planning Analytics server and read cube data by view or MDX, sliced by period.
  • Connect to Anaplan — connect to Anaplan and read a saved view, run a pre-existing export action, or load lists into a PlaidCloud dimension. Read-only.
  • Connect to QuickBooks — prerequisites and current limitations for QuickBooks Online.
  • Review the Posting Register — a tenant-level console for finance and accounting to review ERP postings across every project and connection they can see.
Section titled “Related”