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™.

  1. Select Banking Services in Railz Connect™.
  2. Click Connect your Bank.
  3. A modal will open showing a list of available bank accounts that have sample data for testing. This is Plaid's Link widget.

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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.Railz Connect - Bank Connection Flow. Click to Expand.

Railz Connect - Bank Connection Flow. Click to Expand.

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We Do Note Store Banking Credentials

Railz does not store your business customers' banking credentials.

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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 This means that your connection to a business' banking data is no longer valid and you can no longer synchronize banking data.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 the businessName populated.


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