Configuration section to connect to the Plaid API. 

You must first have an account on Plaid APi. https://plaid.com/. 

This configuration is used for the “Verify account for transaction import”.

Plaid environment:

• Live : For real-time operation, a real connection to the bank. This mode requires an account and the Production access step from the Plaid API.
• Sandbox : mode running on sandbox environment, will not connect to real bank and the data will be test data. The key to this mode we will get from the Plaid account.
  Sandbox is mainly used for development purposes. You get almost unlimited use of all Plaid products for free – but you won't touch any real data. All data you read will be fake and you will not actually affect any user data.
  Which is probably a good thing while you're still working out all the bugs in your app.

• client_id : This is the account ID on Plaid. We will take it from the Plaid account.
• Secrets :
  • Live: button for live mode
  • Sandbox: key for sandbox mode

Connecting the Plaid API #

• Step 1. First of all, you need a Plaid API account to get the key and populate the Plaid environment in the system.
• Plaid Link API
  • Once you have an account, you will get the key in:  Team Settings -> Keys
  • 
    
  • If you want to get the actual data, you need to ask Plaid to let them issue the production key.
  • 
    
  • 
    
• Step 2. Once you have the Plaid API key, you can connect to the bank. Access the Banking menu under the module  Accounting  in the left sidebar -> Select the menu Configure your bank account
•