Get transactions

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Tags: #plaid #bank #transactions #snippet
Author: Martin Donadieu​
Input
Install packages
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pip install plaid-python
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Create account here :
https://plaid.com/
Import libraries
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import os
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import plaid
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import naas
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import IPython.core.display
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import uuid
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import json
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Config your variables
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PLAID_CLIENT_ID = "*************" 
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PLAID_SECRET = "*************" 
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PLAID_ENV = 'sandbox'
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​
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PLAID_PRODUCTS = ['transactions']
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PLAID_COUNTRY_CODES = ['FR']
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start_transaction = "2020-09-01"
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end_transaction = "2020-10-01"
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Model
Connect to plaid
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client = plaid.Client(client_id=PLAID_CLIENT_ID,
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                      secret=PLAID_SECRET,
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                      environment=PLAID_ENV)
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def create_link_token():
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    response = client.LinkToken.create(
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      {
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        'user': {
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          # This should correspond to a unique id for the current user.
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          'client_user_id': 'user-id',
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        },
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        'client_name': "Plaid Quickstart",
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        'products': PLAID_PRODUCTS,
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        'country_codes': PLAID_COUNTRY_CODES,
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        'language': "en",
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        'redirect_uri': None,
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      }
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    )
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    return response
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token = create_link_token()
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token
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Use Naas callback to get the plaid OAuth token
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cb_url = naas.callback.add()
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Select Bank connection
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uid = uuid.uuid4().hex
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iframe = """
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<head>
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  <script src="https://cdn.plaid.com/link/v2/stable/link-initialize.js"></script>
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</head>
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<script>
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const handler_{uid} = Plaid.create({
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  token: '{GENERATED_LINK_TOKEN}',
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  onSuccess: (public_token, metadata) => {
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        const xhr = new XMLHttpRequest();
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        xhr.open("POST", "{CALLBACK_URL}", true);
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        xhr.setRequestHeader('Content-Type', 'application/json');
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        xhr.send(JSON.stringify({
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            public_token: public_token
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        }));
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  }
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});
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handler_{uid}.open();
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</script>
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"""
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iframe = iframe.replace('{uid}', uid)
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iframe = iframe.replace('{CALLBACK_URL}', cb_url.get('url'))
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iframe = iframe.replace('{GENERATED_LINK_TOKEN}', token.get('link_token'))
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IPython.core.display.display(IPython.core.display.HTML(iframe))
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Get back plaid token
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cb_data = naas.callback.get(cb_url.get('uuid'))
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cb_data = json.loads(cb_data)
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public_token = cb_data.get("public_token")
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public_token
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Exange token
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exchange_response = client.Item.public_token.exchange(public_token)
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access_token = exchange_response['access_token']
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item_id = exchange_response['item_id']
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Output
Show transactions
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response = client.Transactions.get(access_token,
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                                   start_date=start_transaction,
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                                   end_date=end_transaction)
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transactions = response['transactions']
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​
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while len(transactions) < response['total_transactions']:
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    response = client.Transactions.get(access_token,
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                                       start_date=start,
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                                       end_date=end,
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                                       offset=len(transactions)
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                                      )
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    transactions.extend(response['transactions'])
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transaction_df = pd.DataFrame.from_records(transactions)
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transaction_df
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Save as csv
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transaction_df.to_csv('transactions.csv')
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If you need more data check the api doc
https://plaid.com/docs/

Plaid

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