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This auth method is for Sandbox only. To connect a real bank in Production, use the OAuth 2.0 — Production auth method instead, which requires the user to complete Plaid Link in a browser.

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1. Create a Plaid account

Sandbox access is granted automatically when you sign up. You do not need to apply for anything to use this auth method. If you already have a Plaid account, skip Step 1 (Sign up) and go directly to Step 2 (Sign in) at dashboard.plaid.com.

1

Sign up

New to Plaid? Go to the Plaid Dashboard signup page, create an account, and verify your email. If you already have a Plaid account, skip this step.

2

Sign in

Sign in at dashboard.plaid.com. The Sandbox environment is enabled by default — no approval is required.

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2. Copy your Client ID and Sandbox Secret

Plaid provides credentials for app-level identification — client_id and secret. There is one client_id per Plaid account, and a separate secret for each environment (Sandbox, Production). For this auth method you only need the Sandbox secret.

1

Open the Keys page

In the Plaid Dashboard left sidebar, expand Developers and click Keys. The page lists your client_id at the top and your environment secrets below. If you are already on the Sandbox page (Developers > Sandbox), the same client_id and Sandbox secret are also shown there under the Keys section — you can copy them from either page.

2

Copy the Client ID

Copy the value labeled client_id at the top of the page. Paste it into the Client ID field in StackOne hub.

3

Reveal and copy the Sandbox Secret

In the Sandbox row, click the eye icon next to secret to reveal the value. Copy it and paste it into the Secret field in StackOne hub.

  • Make sure you copy the Sandbox secret, not the Production secret. Each environment has its own secret.
  • Treat the secret like a password. Anyone with client_id + secret can call your Plaid account on your behalf.

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Plaid:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select Plaid
  • Select Type as OAuth 2.0 — Sandbox
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Secret
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Plaid.