---
title: "Plaid Integration\n"
space: "ERPNext"
url: "https://docs.frappe.io/erpnext/plaid_integration"
updated: "2026-02-26"
---


ERPNext offers the possibility to synchronize your bank accounts through a service called [Plaid](https://plaid.com/). Please check [the Plaid FAQ](https://support-my.plaid.com/hc/en-us) to see if your country is supported.

If your instance is connected to Plaid, you are able to synchronize your bank account transactions without having to manually import a CSV or XLSX file.


## Settings

In order to give ERPNext access to Plaid, you need to add the following three parameters to your `site_config.json` file.

- `plaid_env`
- `plaid_public_key`
- `plaid_secret`

## Activation

In order to activate Plaid on an instance, click on the button "Enable" in the Plaid Settings DocType.

![Enable Plaid](/files/plaid_enable.gif)

Once activated, you can create a new account directly from the Bank Reconciliation dashboard.


## Bank account creation

In order to link one of your existing bank accounts to ERPNext, click on "Link a new bank account" and follow the steps proposed by Plaid.

![Link your bank account](/files/new_account_creation.gif)


## Bank synchronization

In order to synchronize a bank account with ERPNext, select an account and click on the "Action" button to select "Synchronize this account".

![Synchronize your bank account](/files/plaid_synchronization.gif)

The synchronization is based on the "Last integration date" available in the "Bank Account" doctype.

If, for any reason, you want to redo a synchronization, you can change this date and synchronize the account again.
Since all bank transactions are tagged with a specific transaction ID, the synchronization will only be incremental.


## Automatic Synchronization

You can allow plaid to synchronize your bank account with ERPNex every hour by selecting "Synchronize all accounts every hour" in Plaid Settings.