Plaid
Link a US bank account through Plaid to import transactions into Doow.
Connect a US bank account through Plaid when Doow needs to see bank transactions for software spend matching.
Plaid is a banking intermediary that connects Doow to your bank securely. You authenticate with your bank inside Plaid's Link widget without leaving the Doow page. Doow never sees your banking login credentials.
What you need
- A US bank account at a Plaid-supported institution.
- Online banking credentials for that account.
- Permission to authorize a third-party read connection to the account.
How to connect
- Go to Company Settings, then Integrations in your Doow workspace.
- Find Bank account and select Connect.
- The Plaid Link widget opens in the page.
- Search for your bank and select it.
- Sign in with your online banking credentials inside the Plaid widget.
- Complete any multi-factor authentication your bank requires.
- Select the account or accounts you want Doow to read.
- Plaid returns you to Doow and the connection begins syncing.
The initial sync imports recent transactions. After that, Doow syncs new transactions on a recurring schedule and receives real-time updates from Plaid when new transactions are available.
Unlike some banking flows, Plaid Link runs as an embedded widget. Your browser does not redirect away from Doow during the connection.
What Doow reads
| Field | Description |
|---|---|
| Account name | The name of each linked account |
| Account type | Checking, savings, or other classification |
| Balance | Current and available balance at sync time |
| Transaction amount | The payment amount |
| Merchant name | The merchant or payee on the transaction |
| Authorization date | When the transaction was authorized |
| Cleared date | When the transaction posted to the account |
| Category | Plaid's transaction category where available |
| Payment channel | Online, in-store, or other channel classification |
| Currency | The currency of the account |
What Doow does not read
- Your banking login credentials or password
- Account numbers or routing numbers after the initial connection
- Balances on accounts you did not select
- Investment holdings, credit card statements, or loan details
- Data outside the accounts you linked
How Plaid keeps the connection current
Plaid sends real-time webhook notifications to Doow when new transactions are available, when transactions are updated, or when the connection needs attention. Doow also runs a scheduled sync to catch anything webhooks may have missed.
If your bank requires you to re-authenticate — for example after a password change — Plaid notifies Doow and the integration is marked as needing re-authentication. You can reconnect from Company Settings, then Integrations.
Confirm the sync worked
After connecting, open the integration detail page from Company Settings, then Integrations. A healthy Plaid sync shows a connected state, a recent sync timestamp, and imported transactions with merchant names and amounts.
If the connection succeeds but no transactions appear, confirm the linked account has recent transaction activity.
Troubleshooting
| Symptom | Likely cause | Next action |
|---|---|---|
| Plaid Link fails to load | Browser extension or privacy setting is blocking the widget | Try a different browser or disable extensions that block third-party scripts |
| Connection succeeds but no transactions appear | The selected account has no recent activity | Confirm the account has posted transactions in the sync window |
| Integration shows re-authentication required | Your bank credentials changed or the bank session expired | Reconnect through Plaid Link from Company Settings, then Integrations |
| Some transactions are missing | Plaid has not yet received them from your bank | Wait for the next scheduled sync or check back after pending transactions clear |
Disconnecting
Go to Company Settings, then Integrations, find the linked bank account, and select Disconnect. Doow deletes the stored Plaid authorization immediately. Transaction records already imported are retained until you delete them or your retention settings remove them.