Add Your IP Addresses to the Allow-List

As a security measure, before connecting to Data Direct you must add your IP addresses or IP address ranges (in CIDR notation) to the allow list. Use the following endpoint with a payload like the example below to add individual addresses and IP ranges.

🚧
If you will be connecting a managed service, most services provide a list of IP addresses used. Via the API, you can add any IP address and any CIDR ranges with a prefix range of at least 16. If you use a service that requires allowing a smaller prefix range or all IPs (i.e. 0.0.0.0/0 CIDR range), contact support to add this range.

POST /organization/data_direct/allow_list

{
  "cidrs": [
    {
      "cidr": "123.0.0.123",
      "description": "Joe's IP address"
    },
    {
      "cidr": "123.0.0.0/16",
      "description": "Managed service address space"
    }
  ]
}

To review your allow-list configuration, use the GET /organization/data_direct/allow_list endpoint. To remove IPs or CIDR ranges, use DELETE /organization/data_direct/allow_list. Review the API reference for usage details.

Access your credentials

Your DataDirect credentials can be retrieved via the following API call:

GET /organization/data_direct

The response will be formatted as follows:

{
    "host": "***********.amazonaws.com",
    "password": "**********",
    "port": 5432,
    "username": "data_direct_access"
}

Connect to your preferred database client

From your preferred database querying tool, start a new PostgreSQL connection.

We recommend Postico 2 as a good free database tool if you don't have a preferred tool already.

You should be prompted with a form to enter in the credential information you received in the call you made above.

Query Your Data

Now that you have connected DataDirect to your query tool of choice and are aware of which entities you can query, you’re ready to begin building your own queries! Below are the entities available along with their related fields.

Table entity relationships

Checking data freshness

DataDirect data is typically refreshed every hour. To identify the time of the last refresh and the state it represents, you can check for the most recent related record in the refresh_history:

select 
  table_name,
  last_updated_at 
from data_direct.refresh_history;

Available Entities and Fields

As mentioned on the DataDirect page, the data structure used closely mimics the data structure surfaced from the API.

Hence, you can find a definition for each column by finding an attribute with the same name.

`Customers`

To see the full table, run the following query.

select
	customer_id,
	external_customer_id,
	address_line_one,
	address_line_two,
	address_city,
	address_state,
	address_zip,
	address_country_code,
	name_prefix,
	name_first,
	name_middle,
	name_last,
	name_suffix,
	passport_number,
	passport_country,
	created_at,
	updated_at,
	customer_type,
	external_customer_parent_id,
	customer_parent_id,
	is_borrower_portal_user,
	is_active,
	verification_status,
	title,
	phone_number,
	ssn,
	international_customer_id,
	email,
	date_of_birth,
	customer_num_active_accounts,
	customer_total_balance_cents,
	customer_principal_cents,
	customer_interest_balance_cents,
	customer_am_interest_balance_cents,
	customer_deferred_interest_balance_cents,
	customer_am_deferred_interest_balance_cents,
	customer_fees_balance_cents,
	business_details,
	bloom_metadata
from
	data_direct.customers;

For more information and descriptions of each field, please see the Customer section of our API documentation.

`Accounts`

To see the full table, run the following query.

select
	external_account_id,
	organization_id,
	customer_id,
	account_status,
	account_status_subtype,
	is_active_scra,
	external_fields,
	effective_at,
	created_at,
	updated_at,
	product_id,
	product_name,
	product_color,
	product_short_description,
	product_long_description,
	product_type,
	close_of_business_time,
	product_time_zone,
	effective_close_of_business,
	first_cycle_interval,
	credit_limit_cents,
	max_approved_credit_limit_cents,
	min_pay_type,
	initial_principal_cents,
	interest_grace_method,
	product_late_fee_cents,
	late_fee_cents,
	late_fee_cap_percent,
	late_fee_grace,
	payment_reversal_fee_cents,
	payment_reversal_fee_cap_percent,
	product_payment_reversal_fee_cents,
	origination_fee_cents,
	origination_fee_percent,
	is_origination_fee_lesser_value,
	is_origination_fee_amortized,
	year_fee_cents,
	month_fee_cents,
	promo_purchase_window_inclusive_start,
	promo_purchase_window_exclusive_end,
	promo_purchase_window_len,
	promo_inclusive_start,
	promo_exclusive_end,
	promo_impl_interest_rate_percent,
	promo_len,
	product_promo_len,
	promo_default_product_interest_rate,
	promo_default_product_len,
	is_promo_interest_deferred,
	product_promo_interest_rate,
	loan_end_date,
	post_promo_len,
	post_promo_inclusive_start,
	post_promo_exclusive_end,
	post_promo_impl_interest_rate_percent,
	post_promo_default_product_interest_rate,
	post_promo_default_product_len,
	product_post_promo_len,
	product_post_promo_interest_rate,
	interest_accrual_interval,
	loan_discount_cents,
	loan_discount_at,
	recurring_fee_interval,
	recurring_fee_amount_cents,
	initial_delay_offset,
	is_fee_interval_floored,
	recurring_fee_label,
	principal_balance_cents,
	amortization_deferred_interest_balance_cents,
	amortization_interest_balance_cents,
	available_credit_cents,
	deferred_interest_balance_cents,
	fees_balance_cents,
	interest_balance_cents,
	open_to_buy_cents,
	total_balance_cents,
	total_paid_to_date_cents,
	total_interest_paid_to_date_cents,
	total_payment_supertype_to_date_cents,
	total_original_amount_cents,
	total_principal_original_amount_cents,
	interest_rate_percent,
	total_payoff_cents,
	min_pay_due_at,
	min_pay_cents,
	unpaid_min_pay_cents,
	current_min_pay_cents,
	min_pay_fees_cents,
	statement_min_pay_cents,
	statement_min_pay_due_at,
	statement_min_pay_charges_principal_cents,
	min_pay_loans_principal_cents,
	statement_min_pay_interest_cents,
	statement_min_pay_deferred_interest_cents,
	statement_min_pay_amortization_interest_cents,
	statement_min_pay_amortization_deferred_interest_cents,
	statement_min_pay_fees_cents,
	statement_unpaid_min_pay_cents,
	statement_current_min_pay_cents,
	statement_cycle_payments_cents,
	statement_previous_min_pay_cents,
	default_payment_processor_method,
	autopay_enabled,
	ach_payment_processor_name,
	ach_token,
	ach_last_four,
	debit_card_payment_processor_name,
	debit_card_token,
	debit_last_four,
	credit_card_payment_processor_name,
	checkout_dotcom_token_source_id,
	checkout_dotcom_token_card_token,
	checkout_dotcom_token_last_four,
	checkout_dotcom_token_expires_on,
	canopy_nacha_bank_routing_number,
	canopy_nacha_bank_account_number,
	canopy_nacha_bank_account_type,
	payouts_config,
	issuer_processor_details,
	disbursement_source_payout_entity_external_id,
	payout_entities,
	payment_processor_config,
	partner_entity,
	attributes,
	plaid_access_token_valid,
	plaid_account_id_valid,
	plaid_check_balance_enabled,
	bloom_metadata
from
	data_direct.accounts;

For more information and descriptions of each field, please see the Accounts section of our API documentation.

`Line_items`

To see the full table, run the following query.

select
	line_item_id,
	external_line_item_id,
	product_id,
	account_id,
	effective_at,
	created_at,
	updated_at,
	valid_at,
	line_item_status,
	line_item_type,
	description,
	allocation,
	original_amount_cents,
	balance_cents,
	principal_cents,
	interest_balance_cents,
	am_interest_balance_cents,
	am_fees_balance_cents,
	deferred_interest_balance_cents,
	am_deferred_interest_balance_cents,
	total_interest_paid_to_date_cents,
	merchant_id,
	merchant_name,
	merchant_mcc_code,
	merchant_phone_number,
	external_fields,
	line_item_relationships
from
	data_direct.line_items;

For more information and descriptions of each field, please see the Line Items section of our API documentation.