Plaid Integration

ERPNext offers the possibility to synchronize your bank accounts through a service called Plaid.

If your instance is connected to Plaid, you are able to synchronize your bank account transactions without having to manually import a CSV or XLSX file.

Settings

In order to give ERPNext access to Plaid, you need to add the following three parameters to your site_config.json file.

  • plaid_env
  • plaid_public_key
  • plaid_secret

Activation

In order to activate Plaid on an instance, click on the button "Enable" in the Plaid Settings DocType.

Enable Plaid

Once activated, you can create a new account directly from the Bank Reconciliation dashboard.

Bank account creation

In order to link one of your existing bank accounts to ERPNext, click on "Link a new bank account" and follow the steps proposed by Plaid.

Link your bank account

Bank synchronization

In order to synchronize a bank account with ERPNext, select an account and click on the "Action" button to select "Synchronize this account".

Synchronize your bank account

The synchronization is based on the "Last integration date" available in the "Bank Account" doctype.

If, for any reason, you want to redo a synchronization, you can change this date and synchronize the account again. Since all bank transactions are tagged with a specific transaction ID, the synchronization will only be incremental.

Automatic Synchronization

You can allow plaid to synchronize your bank account with ERPNex every hour by selecting "Synchronize all accounts every hour" in Plaid Settings.