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Link or reconnect a bank with Plaid

3 min readAdministrators

Connect or reconnect a bank with Plaid from Settings > Integrations, and trigger a sync only when manual sync is enabled in your workspace. This article also explains how to handle duplicate institution names, multiple Plaid items, and what to check if the connection is not yet confirmed.

Before you start

  • You are an owner or admin in the current workspace.
  • Your workspace has the Plaid connector enabled.
  • Plaid Link must finish loading before you can connect or reconnect.
  • To reconnect, you need an existing Plaid connection for that bank or institution.
  • To trigger a manual sync, manual sync must be enabled in your workspace.

Connect a bank with Plaid

Use this flow to connect a bank through Plaid from the Plaid card in Settings > Integrations. In the create flow, Plaid opens in a new window and Finanly exchanges the returned connection details after you finish the Plaid steps.

  1. Open Settings, then select Integrations.Integrations
  2. Find the Plaid card.
  3. Wait until the Plaid Link area finishes loading. If you see Loading..., wait for it to clear before trying again.Loading...
  4. Select Connect Bank (Plaid).Connect Bank (Plaid)
  5. Complete the Plaid flow in the window that opens.
  6. When Finanly confirms the connection, return to the Plaid card and review the configured status and connected accounts.

Reconnect an existing Plaid bank

Use Reconnect when the bank is already connected and you need to refresh the existing Plaid connection. Reconnect opens the Plaid update flow for that connection instead of starting a new one.

  1. Open Settings > Integrations.Integrations
  2. On the Plaid card, confirm the connection is already configured before you choose Reconnect.Reconnect
  3. Select Reconnect.Reconnect
  4. Finish the Plaid update flow.
  5. Return to the Plaid card and check that the connection still shows as configured.

Trigger a Plaid sync

After the bank is connected, you can request a sync for accounts and transactions from the Plaid card. Use Sync from date if you want to narrow the starting point for the request.

  1. On the Plaid card, confirm the connection is configured.
  2. Optional: choose a Sync from date.Sync from date
  3. Select Trigger Sync.Trigger Sync
  4. Watch for the sync request to queue or complete.

Multiple Plaid items or duplicate institution names

A workspace can have more than one Plaid item, and institutions can share a displayed name. Review the connection details shown before reconnecting. If those details do not distinguish the intended item, contact support rather than guessing.

If something does not finish as expected

  • If Plaid opens but Finanly does not confirm the connection, go back to Settings > Integrations and try the Plaid card again. If the card still does not show the connection as configured, the connection was not confirmed.
  • If Reconnect is unavailable or the card is not already configured, connect the bank first with Connect Bank (Plaid) before trying again.
  • If Trigger Sync does not run, check whether manual sync is enabled in your workspace. When it is disabled, Finanly keeps the sync action from running and shows a message instead.
  • If a sync is queued, wait for the queued run to finish before trying again. A queued sync is not the same as a completed sync.

Updated

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