Launch

Launch in Production checklist

Check off these recommended steps before launching your app in Production

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.

Production setup

You must migrate to Production to use more than 100 live (non-Sandbox) Items. Note that Items created on the Sandbox or Development environments cannot be migrated to Production.

Link setup

Follow the steps below to maximize your conversion rates of users successfully 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 incorporate notice of Plaid’s privacy policy into their 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.

Institution handling

Storage & logging

Log Plaid identifiers and IDs properly to enhance security and make troubleshooting easier.

Webhook configuration

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

  • (All products) 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.
  • (Payment Initiation (Europe)) You are initiating payments.

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.

Item management

Product-specific recommendations

Auth
Transactions
Investments
Assets
Payment Initiation