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Plaid Integration

ABNERP offers the possibility to synchronize your bank accounts through a service called Plaid. Please check the Plaid FAQ to see if your country is supported.

If your instance is connected to Plaid, you are able to synchronize your bank account transactions without having to manually import a CSV or XLSX file.

Settings

In order to give ABNERP access to Plaid, you need to add the following three parameters to your site_config.json file.

  • plaid_env
  • plaid_public_key
  • plaid_secret

Activation

In order to activate Plaid on an instance, click on the button \