Import Plaid Bank Transactions

After you have set up the integration between Plaid-supported banks and Costpoint, and linked Plaid bank accounts to Costpoint company bank accounts, use the Transfer Plaid Bank Transactions screen to import Plaid bank transactions into Costpoint.

To import Plaid bank transactions:

1. Open the Transfer Plaid Bank Transactions screen.
2. Enter, or click to select, a Parameter ID and Description.
   This step is optional. A parameter ID represents a set of screen selection parameters which you can use to store new or retrieve previously saved default settings that can improve consistency and efficiency when you run a process.
3. Enter or select a File Location where you want to store the transfer process log file.
4. Enter or select the Plaid-supported Bank Name from which you want to retrieve transactions.
5. Click and select Transfer Plaid Bank Transactions to run the transfer process immediately, or select (Batch Mode) Transfer Plaid Bank Transactions to run the transfer in a batch process.
   Each time you run a transfer process, you can monitor the integration information on the View Interface Execution Status History screen.
6. To view imported transactions, open the Manage Plaid Bank Accounts screen, select a Plaid bank, and select an account.
   Transactions imported from the account display in the Transactions subtask.