Ocrolus ingests Plaid data through the following means:
- As a JSON document via the Upload Plaid JSON to Book Endpoint. This endpoint can ingest both Asset Reports as well as Transaction Listings.
- Importing a Plaid Asset Report via Audit Copy Token. This endpoint can ONLY ingest Asset Reports.
We recommend that you create a separate Book to process each Plaid Asset Report. Try to avoid uploading JSON files alongside PDF Statements. PDF Statements are not likely to reconcile with Plaid formatting.