Testing Plaid in Sandbox
Once you've setup and enabled Plaid in Sandbox, you can test your integration with Plaid's sandbox by following the same process used to authorize a connection through Railz Connect™.
- Select Banking Services in Railz Connect™.
- Click Connect your Bank.
- A modal will open showing a list of available bank accounts that have sample data for testing. This is Plaid's Link widget.
You will see a message at the bottom of the screen that confirms that you're in sandbox mode.


Railz Connect - Bank Connection Flow. Click to Expand.
We Do Note Store Banking Credentials
Railz does not store your business customers' banking credentials.
Reauthorising a Business
Like all connections, a banking connections maybe become
inactive
. This means that your connection to a business' banking data is no longer valid and you can no longer synchronize banking data. To reauthorize a connection you need to ask your business customers to go through the authorization flow again through Railz Connect. You can do so by loading Railz Connect with thebusinessName
populated.
Updated 5 months ago