To update Plaid Credentials, Click on the ⚙ icon and Go to Developer Console.
Open Execute Anonymous Window and Enter following code:-
bankconnect.AdminServices.updatePlaidCredentials(environment, clientId, clientSecret, siteURL, encryptionKey, assets, assetPDF, auth, balance, income, transactions, insights, invest, liabilities);
Description of each Parameter and their possible values below:
Parameter | Description |
|---|---|
environment | Development or Production |
clientId | Enter Client Id (You can get this info on your Plaid Dashboard. In case you don't have the membership with Plaid please request these information from Cloud Maven) |
clientSecret | Enter Client Secret (You can get this info on your Plaid Dashboard. In case you don't have the membership with Plaid please request these information from Cloud Maven) |
siteURL | Enter the site URL |
encryptionKey | Enter Encryption Key (Any 16 digit code, Example - 1234567890123456) |
assets | true , If you want assets to be enabled |
assetPDF | true , If you want asset PDF to be enabled |
auth | true , If you want auth to be enabled |
balance | true , If you want balance to be enabled |
income | true , If you want income to be enabled |
transactions | true , If you want transactions to be enabled |
insights | true , If you want insights to be enabled ( Include insights is enabled if you want transaction details with the asset) |
invest | true , If you want investments to be enabled |
liabilities | true , If you want liabilities to be enabled |