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Plaid

Link to this section#How to Get Access

For Sandbox access, you can enable the Plaid integration from the Integrations page in the Quiltt Dashboard.

For Production access, you will need to provide your own Plaid API keys.

Link to this section#Configuration

Link to this section#Connector-specific

Your Connector's features determine which Plaid products and institutions are available to your end-users. To enable or disable a particular product, use the corresponding Quiltt features on the Connector page in Dashboard.

Below is a mapping of Quiltt features to Plaid products. Configuring a feature on a Connector will provision the corresponding Plaid product on any Connection that successfully exits that Connector.

Quiltt FeaturePlaid ProductNotes
ACCOUNT_NUMBERSAuth
ACCOUNT_OWNERSIdentityOnly available via Connection Remote Data
INVESTMENTSInvestments
LIABILITIESLiabilitiesOnly available via Connection Remote Data
STATEMENTSStatementsComing soon
TRANSACTIONSTransactions
Learn how Connector Features affect the list of available institutions in the Features section of the Connector docs.

To request changes to how Connector initializes the Plaid Link widget, please contact Quiltt Support.

Link to this section#Testing and Sandbox

In non-production Connectors enabled with Plaid, you can access Plaid data by connecting to any institution. If you're using the Quiltt Universal Search, use the Plaid Sandbox Institution.

Link to this section#Test Credentials

For OAuth flow, simply follow the instructions in Plaid Link to create a healthy Connection.

For Password-based flows, use the following credentials in Plaid Link:

Username: user_good Password: pass_good

For more information, please refer to the Sandbox test credentials guide.