The Plaid Processor Token endpoint enables you to leverage your existing relationship with Plaid to securely obtain a token, which can be used to add a verified funding source in Paynote for an existing customer. Note: To use this endpoint, you must already have an active Plaid account. Once the customer’s bank account is linked through Plaid, you can pass the processor token to Paynote for seamless payment processing.
NEW CUSTOMER: Adding a Funding Source via Plaid Processor Token
To add a funding source for a new customer using Plaid Processor Token, follow these steps:
- Create a Customer
- Create a Plaid Processor Token using Plaid's Processor Token Endpoint, ensuring the processor set to
paynote. - Pass the user’s processor token by making a POST request to the following endpoint.
EXISTING CUSTOMER: Adding a Funding Source via Plaid Processor Token
-
Create a Plaid Processor Token
Follow the same process as above, ensuring the processor is set to
paynote. -
Pass the user’s processor token by making a POST request to the following endpoint.
Before using any endpoint, you need to set the environment:
Click on Environment in the Base URL and enter the appropriate option:
• api (Production) for the live environment.
• sandbox (Sandbox) for testing.