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.
For a similar list of steps in an easy-to-follow, PDF guide format, see the Plaid implementation handbook.
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.
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.
Handle callbacks beyond just
onSuccess in order to gracefully handle errors and build analytics around Link.
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 Transfers) You are sending or receiving funds.
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.
Multi-app use cases
If you are using Auth for an account funding use case, see the Plaid account funding guide for use case specific recommendations.
If you are using Balance for an account funding use case, see the Plaid account funding guide for use case specific recommendations.
If you are using Identity for an account funding use case, see the Plaid account funding guide for use case specific recommendations.
See the Plaid income verification solution guide for use case specific recommendations.