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Plaid Transactions Sync (Deprecated)
The Transactions Sync endpoint is an advanced feature that potentially results in a lighter weight, easier to manage, and more robust transaction process. However, implementation is a bit less straightforward.
In contrast to the process of getting all transactions in a date range, the Sync process allows you to subscribe to all transactions associated with an Item. You'll receive updates synchronously in a stream-like manner, using a cursor to track which updates have already been seen. Sometimes transactions are modified and/or removed which can make the process of keeping up with these changes quite complex.
In contrast to the process of getting all transactions in a date range, the Sync process allows you to subscribe to all transactions associated with an Item. You'll receive updates synchronously in a stream-like manner, using a cursor to track which updates have already been seen. Sometimes transactions are modified and/or removed which can make the process of keeping up with these changes quite complex.
Before You Begin
- Make sure you've completed the steps for setting up Plaid Link in your app
- Make sure your Create Link Token step of Plaid Link includes the "Transactions" product in the product list. This will help prevent institutions that do not support this product from showing up as options for your user.
- Make sure that you've created a Plaid Transactions data type. To reference how to do this please reference our transactions guide
Make First Call to Sync Endpoint
Transaction Sync is not enabled for an Item by default, so the first step is to subscribe your app to the Sync process.
Create Transactions from the Sync Endpoint
In Transaction Sync, the Item's transactions will be grouped into Added, Removed, and Modified groups. Each time you make a call to Plaid's API with a cursor, you'll receive the transactions in each of those categories that have been created or updated since the cursor you provide.
Handle Transaction Sync Updates
Further Resources
Full Plaid Transactions Sync API Reference with all field definitions: https://plaid.com/docs/api/products/transactions/#transactionssync
Free Video Tutorial - Plaid Transaction Sync
Coming soon...
Still Have Questions?
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Email us at info@lostsheep.dev
Plugin & Template Support is complementary but subject to the Lost Sheep Advisory terms of service available at https://lostsheep.dev/terms