Plaid Integration Subtask

Use this subtask to integrate a Costpoint company bank account to a Plaid-supported bank account.

Information from this subtask is used to determine the Plaid-supported bank and account from which transactions will be downloaded and linked to a company bank account.

You can only link a company bank account to a Plaid-supported bank account after you have configured the integration between a Plaid-supported bank and Costpoint on the Manage Plaid Bank Accounts screen.

Contents

Field	Description
Plaid Bank	Enter, or click to select, the Plaid-supported bank.
Plaid Account	Enter, or click to select, the Plaid-supported bank account from which transactions will be downloaded. You can link a Plaid account only to a single company bank account.
Active for Integration	This checkbox indicates if the account has correct integration configuration and is ready for transaction download.
Last Successful Import	This field displays the latest date when transactions were downloaded successfully.

Parent Topic:

Subtasks of the Manage Company Bank Accounts (Non-US Banks) Screen