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Articles on: Sprwt Supprt

What are the Plaid settings in Client Config and do I need to change them?


Client Config has a Plaid tab with: an environment selector (SANDBOX / DEVELOPMENT / PRODUCTION, default PRODUCTION – background syncing only runs in PRODUCTION), a Connect account button that sends you to the Connected Accounts page, and Show connect bank popup (Yes/No). The Plaid environment and connect button are reserved for the main account (not per location). The Sprwt-wide Plaid client keys are managed by Sprwt; if they are missing, the Dashboard, Transactions and Connected Accounts pages redirect to the admin home. In the current version the Show connect bank popup setting has no visible effect; the Connect a bank account popup only appears when you reach Connected Accounts through a link that requests it.

Where to find it: /admin/config (Plaid tab)