Reference

Reference material — search-driven rather than browse-driven. Use the search bar (⌘K / Ctrl-K) to jump straight to a specific function, step, or connector.

Workflow stepsEvery step type — import, export, table ops, allocations, notifications, document handling, SAP integrations, and more.

Data Foundation Coverage MatrixWhich Common Finance Model datasets each ERP and other system supplies directly to Data Foundation, and which you add as files.

Alteryx Conversion MatrixHow Alteryx tools convert to PlaidCloud workflow steps, macros, variables, artifacts, and managed executors.

Savant Conversion MatrixHow Savant Labs agents convert to PlaidCloud workflow steps, with the PlaidCloud step each agent becomes and the few named edge cases.

Prophecy Conversion MatrixHow Prophecy gems convert to PlaidCloud workflow steps, with the PlaidCloud step each gem becomes and its support status.

KNIME Conversion MatrixHow KNIME nodes convert to PlaidCloud workflow steps, with the PlaidCloud step each node becomes and the few named edge cases.

ExpressionsSQL functions for Lakehouse v1 and v2 — array, string, datetime, aggregate, window, geo, and others.

ConnectorsProvider-by-provider reference for databases, ERPs, REST APIs, cloud storage, and open table formats.

CLIPlaidLink, PlaidXL, and Jupyter CLI command references.

GlossaryDefinitions for every PlaidCloud term used across the documentation.