Plaid

Plaid

Connect Plaid to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.

Connect a Plaid Item to pull its accounts and transactions into the PostHog Data warehouse.

You can find your client ID and secret in the Plaid dashboard. The access token identifies one linked Item (institution connection), obtained when a user completes Plaid Link — add one source per Item.

Configuration

OptionTypeRequired
EnvironmentselectYes
Client IDtextYes
SecretpasswordYes
Access tokenpasswordYes

Linking Plaid to PostHog

  1. Go to the Data pipeline page in PostHog
  2. Click New source and select Plaid
  3. Fill in the required configuration fields
  4. Click Next, select the tables you want to sync, and then press Import

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