Plaid logo
Docs
ALL DOCS

Launch checklist

Plaid logo
Docs
Close search modal
Ask Bill!
Ask Bill!
Hi! I'm Bill! You can ask me all about the Plaid API. Try asking questions like:
  • Can you show code for getting a credit card APR in Ruby?
  • How do I enable IDV selfie checks?
  • What's the difference between an Item and an access token?
Note: Bill isn't perfect. He's just a robot platypus that reads our docs for fun. You should treat his answers with the same healthy skepticism you might treat any other answer on the internet. This chat may be logged for quality and training purposes. Please don't send Bill any PII -- he's scared of intimacy. All chats with Bill are subject to Plaid's Privacy Policy.
Plaid.com
Log in
Get API Keys
Open nav

Launch in Production checklist

Check off these recommended steps before launching your app in Production

The Launch Checklist has been replaced by the Launch Center. The Launch Center shows a personalized list of steps for your integration, with links to supporting materials like videos, sample code, and docs. Going forward, the Launch Checklist will no longer be updated; you should visit the Launch Center instead for the most up-to-date recommendations.

Below is a list of recommended steps to take before launching your Plaid integration in production. While they might not all be required for the minimal operation of your application, the steps below will help to make your Plaid integration more robust, secure, efficient, and maintainable.

For a similar list of steps in a PDF guide format, see the Plaid implementation handbook.

Production setup

Link setup

Follow the steps below to assist users in completing the Link flow, help ensure compliance with Plaid's policies, and avoid being billed for unneeded products.

You may find it helpful to know that some of our customers link to Plaid's privacy policy within their own privacy policy, while others surface a separate just-in-time notice and consent page during their onboarding flow. Ultimately, it is up to you to determine how to obtain any legally required consents.

Callbacks

Handle callbacks beyond just onSuccess in order to gracefully handle errors and build analytics around Link.

Webhook configuration

Plaid uses webhooks for many common flows. If your integration does any of the following, webhooks are required or strongly recommended:

  • (Any product) Your application is calling a Plaid endpoint for an Item repeatedly, over a period of time, not just immediately after Link.
  • (Transactions or Investments) You are accessing transactions made after the end user linked their Item.
  • (Auth) You are using automated micro-deposits for account verification.
  • (Assets) You are creating Asset Reports.
  • (Income) You are verifying a user's income.
  • (Payment Initiation (UK and Europe)) You are initiating payments.
  • (Virtual Accounts (UK and Europe) or Transfer) You are sending or receiving funds.

Error handling

Link in update mode

Update mode is used to fix Items that have entered an error state (for example, because a user changed their password). If your application needs to access an Item repeatedly over a period of time, rather than just immediately after Link, implementing update mode logic is strongly recommended.

Storage & logging

Log Plaid identifiers and IDs properly to enhance security, when contacting Support about a specific request or callback, and for finding specific entries in the Activity Log. For more information, see Dashboard logs and troubleshooting.

Ensure that the following identifiers are securely logged, as they will be needed when contacting Support about a specific request or callback.

Item management

Multi-app use cases

Product-specific recommendations

Auth

If you are using Auth for an account funding use case, see the Plaid account funding guide for use case specific recommendations.

Balance

If you are using Balance for an account funding use case, see the Plaid account funding guide for use case specific recommendations.

Identity

If you are using Identity for an account funding use case, see the Plaid account funding guide for use case specific recommendations.

Transactions

Investments

Assets

Payment Initiation

Virtual Accounts

Income

See the Plaid income verification solution guide for use case specific recommendations.

Identity Verification

See the Plaid Identity Verification and Monitor solution guide for use case specific recommendations.

Monitor

See the Plaid Identity Verification and Monitor solution guide for use case specific recommendations.

Was this helpful?
Developer community
GitHub
GitHub
Stack Overflow
Stack Overflow
YouTube
YouTube
Discord
Discord