To start pulling your first financial data, you can either use our Sandbox with sample data or Production using real data.
For Sandbox testing, you can read our dedicated guide to get a Sandbox Secret Key.
Once you have a Secret Key (in Sandbox or Production), you will have to follow the below process:
1. Register a link
You should always start by creating a link between your application and an institution. Once the link is created, we will share a link id that you can use to start accessing financial data.
2. Retrieve bank accounts
Using the previously created link, you can retrieve the data about accounts within this link. Once the accounts are retrieved, you will get account id(s) along with meta data and real time balance for each account.
3. Retrieve transactions
Using the previously retrieved accounts, you can pull a list of detailed transactions for each account within a specified data range.
You can use this link/account/transaction flow in our Sandbox environment with sample data or in our Production environment using real credentials.
Read our dedicated step by step by step guide to access your first financial data