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Troubleshooting and FAQs

Frequently asked questions and troubleshooting advice for our Plaid integration

"Connectivity not supported" error when trying to connect a bank account​

If you receive the "Connectivity not supported" error message when trying to connect a bank account via Plaid, it is likely because of one of these reasons:

  • The institution does not support one of the products specified in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. initialization.
  • The institution is associated with a country not specified in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. initialization.
  • The institution is associated with a country your Plaid account hasn't been enabled for.

In practice this means that the selected Plaid institution does not support Instant Auth as an authentication method. Fortunately, there is an alternative to Instant Auth called Instant Match, which Codat uses as an authentication fallback.

Banking transactions fetch error on first syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule.​

You may very occasionally notice fetch errors on your first attempt to syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. banking transactions for companies linked to the Plaid integration with subsequent attempts completing without issue.

When fetching transaction data from Plaid, we make an outbound call to their APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. to initiate a background job that collates the requested data. Once the job is complete, Plaid sends the results to Codat via a webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.. Sometimes the data preparation can take more than 15 minutes, which will trigger a timeout on our side. As a result, we will return an error for the operation. This happens when a particularly large volume of data is involved, for example, during the first syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule..

The subsequent requests to fetch this data will succeed because the initial job would have already progressed from the earlier request. This often happens shortly afterwards. Simply initiate another syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. for the data type to resolve the issue.

"Action required with your account" error when connecting a bank account​

This error is likely because the user authorizing the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. doesn't have the correct permissions assigned to their user account within the bank platform. The steps to resolve this vary from bank to bank, but most banks provide detailed resolution instructions in their own documentation. For example, see Chase's own resolution tips.