You can integrate Plaid with Payrix Pro to streamline and enhance the onboarding experience for Merchants. Linking accounts using the Plaid integration reduces the chances for Merchant input errors that can cause delays in their disbursements.
To enable Plaid for your Payrix Pro account and allow your Merchants to automatically link their new and updated bank accounts, you must first complete product registration with our Partner Services team.
Register Your Payrix Pro Account for Plaid Link
To register your Payrix Pro account and enable your Merchants to link their bank accounts with Plaid, use the following steps:
Submit a Partner Services ticket for Product Registration with the following required information to begin your Plaid registration process:
Required Info
Description
Company name
Your company’s name as known by your Merchants (can be a DBA).
Company Legal Entity name
Your company’s official legal name as filed with your local business and tax regulatory bodies.
Website
Your company’s primary website URL.
Legal Address
The legal mailing address for your company.
Icon
Your company’s logo or other identifying icon.
Must be a PNG file under 4 MB at 1024 × 1024 px
End-Customer Technical Contact
The Email, Phone, and Ticket form for your Merchant Support.
First Name
The first name of an owning or managing member of the business.
Last Name
The last name of an owning or managing member of the business.
Email
The email address for the owning or managing member above.
Redirect URI
The preferred URI that the Merchant will redirect to after a success or failure of the Plaid account integration.
Example: https://test.ThisCompany.com
Confirm with the Partner Services team through your ticket that your redirect URI is successfully registered for Plaid and assigned to your Payrix Pro account by the Payrix Pro Implementations team.
Result: After your registration is confirmed, you can follow our Plaid Link Integration developer guide to complete your setup. This guide explains how to implement the Payrix Pro-specific integration using Plaid Link into your application or website.
Note
The Payrix Pro platform does not support the use of pre-existing Plaid integrations that your business may have already set up to sync bank account information across external platforms.
To use Plaid with Payrix Pro, you must follow the steps outlined in this guide to implement the Payrix Pro-specific Plaid integration.
For the most up-to-date demos, UX flows, and implementation examples available from Plaid, visit their official Plaid Link documentation.