Plaid Integration in Dash SaaS

Step 1 : Super Admin Access

First of all the super admin has to add the Plaid Add-on by following the steps given below.

• Login to the super admin side and scroll down to “Add-on manager”.
• 
• Click on the “+” (Module Setup) button to add the Add-On.
• 
• You will find a box where you will have to attach the ZIP file of “Plaid Add-On.”
• 
• After you complete the process of module setup, you have to enable it so that the rest of the customers can buy it.
• 

Step 2 : Company Settings

So, this is how the admins can have access to the Plaid Add-on.

To sync the Plaid Add-on with WorkDo Dash, follow these steps:

• So, the admin has to first purchase the add-on by navigating to the “Subscription plan” page and then you have to click the “Usage Plan” and find the PLAID add-on and purchase it.
• 

Step 3 : How to use the Plaid Add-on?

• Go to the admin page and scroll down to the settings section.
• In the settings, select “System Settings.”
• 
• Scroll down until you find the Plaid Add-On.
• Click on the Plaid Add-On to configure it.

• Fill in the required details, including :

  1. Client ID
  2. Secret Key
  3. User Name
  4. User ID
  5. Select Country
  6. Select Languages
• 

To learn how to generate the Client ID and Secret Key follow this link: https://plaid.com/

• Once you’ve completed this configuration, click on the “Accounting” module.
• In the accounting module, select the “Banking” option.
• Click on the “Bank Sync” option.
• Choose the two dates between which you need the transactions.
• Click on the “Plaid Sync” button.
• After completing these steps, the transaction list between the selected dates will be displayed. Transactions will have one of two statuses: “Matched” or “Unmatched.”
• If the status is “Matched,” there’s no issue.
• If the status is “Unmatched,” you can fix it by clicking on the “+” symbol and selecting the appropriate account from the given options. Provide the requested details and the status will be changed to “Matched.”

That’s it! You’ve successfully synced the Plaid Add-on with WorkDo Dash and managed your transactions.