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Step by step docs for BankBridge, with the exact settings to use.
Getting started
- Getting started: install BankBridgeInstall BankBridge on WordPress, activate your license and make your first Plaid Sandbox connection. What you need before you start, in five steps.
- Activate your BankBridge licenseHow to activate, check and move a BankBridge license key between WordPress sites, what the site limit means, and what happens when a license expires.
Setup
- Connect your Plaid API keysCreate a Plaid account, find your client_id and secret in the Plaid Dashboard, and add them to BankBridge. Covers Sandbox and Production secrets.
- Sandbox vs Production in PlaidPlaid has two environments: free Sandbox for testing and Production for real users. What differs, test logins, the Trial plan, and when to switch BankBridge.
- Set up Plaid Link and your OAuth redirect URIHow Plaid Link works in WordPress, how to register an HTTPS OAuth redirect URI in the Plaid Dashboard, the token lifetimes, and Content Security Policy rules.
- Plaid webhooks in BankBridgeSet a Plaid webhook URL for WordPress, how Plaid retries and signs webhooks, the Item and Transfer codes that matter, and how to test them in Sandbox.
Integrations
- Use BankBridge with WooCommerceBank payments and account verification at WooCommerce checkout with Plaid: the two ACH routes (Transfer, or Auth with a processor), setup steps and testing.
- Use BankBridge with MemberPressBank payments and account checks for MemberPress memberships with Plaid: recurring ACH options, consent expiry, failed debits and what to test first.
- Use BankBridge with ElementorAdd a Plaid Link bank connection button or form step to Elementor pages with BankBridge. Placement tips, Elementor Pro forms, caching and testing.
- Shortcodes and blocksPlace a Plaid Link bank connection anywhere in WordPress with BankBridge's shortcode or block. Typical options, where to use them, and caching tips.
Going live
Account and updates
- Update BankBridgeHow BankBridge updates arrive in WordPress, how to update safely on a store that takes payments, manual updates from your account, and rolling back a version.
- Refunds and license FAQBankBridge's 14-day refund policy, what a license includes, renewals, site limits, Plaid fees, and the GPL license for the plugin code. Short answers.
Troubleshooting
Reference
- Plaid products explained for WordPress sitesEvery current Plaid product in plain English: what it does, how Plaid bills it, its region, and the WordPress, WooCommerce or MemberPress use it fits.
- Data handling and securityWhat a Plaid integration stores on WordPress, how access tokens work, PCI DSS vs bank data, Nacha account number rules, and how to delete connections.
Developers
Still stuck?
Open a support request. We will point you to the right doc or fix it with you.