Plaid Key Rotation

For security purposes, we rotate the client ID and secret keys on a regular basis, at least every twelve months. If a key has been rotated, its previous version is no longer valid and it is no longer possible to retrieve bank account transactions. To update your client ID and secret keys, depending on your version of Accounting and the last rotation date, you can do one of the following:

Rotate them manually using the Plaid dashboard
Upgrade Accounting to the latest version

For more information about the latest key rotation and the actions you must take to continue retrieving your bank account transactions using the Plaid bank integration, see Upgrading to Accounting Spring 2024.

For more information about rotating the keys manually, see the Plaid Help.

Note:

The rotation of Plaid secrets does not affect access tokens. Access tokens are always valid so you can use the existing ones with a new secret to retrieve your bank account transactions.

Concepts

Plaid Bank Integration Overview

Plaid Bank Integration Dataflow

Setting up the Plaid Bank Integration

Tasks

Creating Plaid Bank Connections

Deleting Bank Connection Logs

Removing Bank Connections

Linking a Bank Connection to a Bank Account

Rotating Plaid Access Tokens

Updating Plaid Bank Account Connections

Importing Plaid Bank Statement Details

Reference

Bank Account Connection Fields

Bank Connections Log Fields

Plaid Key Rotation

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