Plaid Integration Subtask
Use this subtask to integrate a Costpoint company bank account to a Plaid-supported bank account.
Note: The Bank Account Integration feature is available only in Costpoint Cloud.
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 (US Banks) Screen