To integrate with Heron Data using Plaid, you’ll need to configure an integration in the Heron and Plaid Dashboards.
Before following this guide, you will need:
- Access to dashboard.herondata.io and via your
password, and also an
api_keyto call our API.
- A working Plaid Link implementation including storing
access_tokens in your system.
- A unique identifier for each of your customers (which can have many Plaid connections) that you can send to us. We call this the
Log in to dashboard.herondata.io
Go to Settings on the sidebar menu then scroll to the Integrations section.
Select “Plaid” as an integration type and give your integration a meaningful name.
Go to your Plaid dashboard (https://dashboard.plaid.com/team/keys) and copy over the
secretis for the environment (Development, Sandbox, Production) you intend to use
Enter the Plaid keys from above into the Heron Dashboard, and then submit the form.
Once created you will see your integration in a table. Click View to get the webhook URL and link URL which you will need in the next steps.
In your code, set the
/link/token/createto the webhook URL. (Alternatively, if you want to keep your webhook handling, forward all Plaid incoming webhooks including headers to the webhook URL)
This diagram illustrates the final flow of data between your customers, your Plaid Link flow, Plaid and Heron Data. The blue lines represent the code changes explained in the previous section.
Whenever Plaid has new transactions for this Item, we will retrieve, store and process them. The incremental transactions will be available to consume via our API or our dashboard.