The integration supports both Transaction Enrichment and Profile Insights.

Enriched data is available on the corresponding records's remoteData field in GraphQL or via the REST API. See the Remote Data documentation for more information.

Link to this section#How it Works

When is enabled, Quiltt will automatically enrich all your Transactions with as part of the standard Connection syncing process. Pre-existing transactions associated with a healthy and active Connection will be synced during the next sync cycle, and you can generally expect to see all historical data processed within 24 hours of enabling the integration.

You can access the latest enriched data for a given Connection after the connection.synced.successful Webhook event has been fired, or for a given Profile after the profile.ready event.

Link to this section#How to Get Access

For Sandbox access, you can enable the integration from the Integrations page in the Quiltt Dashboard.

For Production access, Quiltt can license and provision you with API Keys, though you are always free to use your own.

Link to this section#Categorization Hierarchy

FinGoal provides detailed hierarchies of categories for Transactions and for Profiles. You can access them through the corresponding Remote Data fields.

Link to this section#Transaction-level Categories

See the full list of FinGoal's Transaction categories here.

Link to this section#Profile-level Tags

See the full list of FinGoal's Persona tags here.