You may want to get an enriched access to Plaid logs and errors on a self-service basis to troubleshoot connections and data issues. This is especially useful if you intent on raising a Plaid to ticket to report an issue.
Audience
This article is aimed at technical users who have enabled our Plaid integration and have access to the Plaid developer console.
Pre-requisites
The user must have access to the Codat API and understand the concept of a Codat data connection.
The user must have valid credentials to the Plaid developer dashboard.
Self-serve troubleshooting in Plaid developer dashboard
To retrieve Plaid logs relevant to one of your clients, log into at https://dashboard.plaid.com/.
Navigate to the Activity tab > Logs section
Select Client User ID in the Logs drop-down and paste in the Codat company's data connection id.
If you do not know the data connection Id of a Codat company, call Codat's GET /companies/{companyId}/connections endpoint.
Note: there may be a delay of a few minutes to a couple of hours before all the logs are surfaced in the Plaid dashboard for the latest actions. If the latest logs are not surfaced, try again at a later time.
You can click on each log row, paying additional attention to errors responses:
Depending on the error type, you may get several Ids returned in each log. Keep note of these Ids as they will be required to raise a ticket with Plaid.
On the pop-up page returned upon clicking on each log, you will find the most frequently requested Ids by Plaid support:
- a Request Id (see [1] and [5]),
- a Link session Id (see [4]) as illustrated in the screenshots below.
You may also be required to provide an Item Id (see [2]) depending on the type of ticket that you want to raise.
Plaid may also provide a short description of the error that occurred and suggest steps to troubleshoot on your own (see [3] and [6]).
Maintenance troubleshooting
If you want to debug all errors associated to your Plaid app as part of a maintenance review of your connections health, filter the results using the filter drop down at the top right corner of the table and select 'All error codes' in the Response code drop down.
---------------------------
If you have any questions on the information shared above, contact support@codat.io.