Plaid Integration in Dash SaaS

1. Prerequisite

• Before using the Plaid Add-On, make sure that the Accounting Add-On is active.
• The Plaid Add-On will not work unless the Accounting Add-On is enabled, as it depends on it for functioning properly.
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2. Setting Up the Plaid Add-On

To begin using the Plaid Add-On, you first need to configure it within the system settings:

• Go to the Company login page.
• Scroll down to the Settings section.
• Click on System Settings.
• Scroll through the available add-ons until you find the Plaid Add-On.
• Click on Plaid Add-On to open the configuration panel.

In the configuration form, you will be required to enter:

• Select Plaid Mode: Choose between:
1. Sandbox – For testing and trial purposes.
2. Live – For using Plaid with real data.
• Client ID – This is provided by Plaid.
• Secret Key – Also available from your Plaid account.
• Username – The name you want to associate with this configuration.
• User ID – A unique ID assigned to the user.
• Select Country – Choose the country where the bank account is located.
• Select Languages – Choose one or more preferred languages for the interface.

To learn how to get your Client ID and Secret Key, visit https://plaid.com/

Once everything is filled out, save the settings.

3. Accessing Plaid from the Accounting Add-On

After you have configured the Plaid Add-On, follow these steps to begin syncing transactions:

• Go to the Accounting Add-On.
• From the menu, select Banking.
• Under the banking section, click on Bank Sync.

4. Syncing Transactions with Plaid

Now that you’re inside the Bank Sync section:

• Select the Start Date and End Date between which you want to fetch transactions.
• Click the Plaid Sync button to initiate the sync.

The system will now pull all available bank transactions from your connected bank account within the selected date range.

5. Viewing and Managing Transactions

After the sync is completed:

• A list of transactions will be shown.
• Each transaction will have one of two statuses:
  1. Matched – This means the transaction has been automatically linked with your accounting records.
  2. Unmatched – This means the transaction was not linked, and manual action is needed.
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5. Fixing Unmatched Transactions

If you see any transaction marked as Unmatched, here’s what you need to do:

• Click on the Create button (represented by a “+” symbol) next to the unmatched transaction.
• A form will appear asking for details.
• Select the correct Account from the available list.
• Fill in the requested details such as the description, type, or any additional required fields.
• Once saved, the status will change from Unmatched to Matched.
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