Plaid Account Setup
Plaid Dashboard access
Sign up for a Plaid account if you don’t have one already.
Obtain Plaid API connection client ID and Secret Keys
Note: Use the Request Access button to request a production instance access. When you fill out the form, make sure you at least select “Transactions” in the “Product Selection” step.
GoldFinch Plaid Connection Setup
In GoldFinch, navigate to Setup, then Custom Metadata Types.
Create a new Custom Metadata Type, and name it Bank Connect Integration Setting.
Bank Connect Integration Setting setup detail:
Aggregator - Plaid
Client ID - API Client ID, obtained from your Plaid Dashboard.
Country - Default to US
Development Secret: Development API secret key obtained from your Plaid Dashboard
Development URL: https://development.plaid.com
Environment - Defines the Plaid environment from which the system should pull the transaction data.
Sandbox - Plaid Sandbox is a free test environment in which no real data can be used.
Development - You need to submit an approval form to gain access. The Plaid Development environment uses real-world data, but like in Sandbox, API calls in Development are not billed.
Production - You need to submit an approval form to gain access. It uses real-world data, and API calls are billed
Production Secret: Production API secret key obtained from your Plaid Dashboard
Production URL: https://production.plaid.com
Sandbox Secret: Sandbox API secret key obtained from your Plaid Dashboard
Sandbox URL: https://sandbox.plaid.com
GoldFinch Bank Connect Setup
Navigate to Bank Connect Settings.
Click New Bank Connect.
Follow the screen instructions to connect to your bank accounts.
If your instance is set to connect to the Plaid Sandbox environment
When prompted for bank login use the following credentials
If prompted for a mobile verification code type: 1234
To go live, you must:
Submit an approval form to Plaid to gain access. It uses real-world data, and API calls are billed
Obtain the Production Secret Key from your Plaid Dashboard.
Update Bank Connect Integration Setting in Custom Metadata Types.
Once you connect with your banking institutions:
Bank Connect Setting is populated with access token and after information.
Bank Connect Details records are created for each of the Bank Accounts in the banking institutions.
Click Download Bank Transactions to download transactions.