POST /user/financial_data/refresh
/user/financial_data/refresh is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Financial Insights bundle.
This bundle refreshes the Transactions, Investments, and Liabilities product data.
This endpoint is for clients who use the Transactions Insights bundle and want to proactively update all linked Items under a user.
The refresh may succeed or fail on a per-Item basis. Use the results array in the response to understand the outcome for each Item.
This endpoint is distinct from /transactions/refresh, which triggers a refresh for a single Item. Use /user/financial_data/refresh to target all Items for a user instead.
Servers
- https://production.plaid.com
- https://sandbox.plaid.com
Request headers
| Name | Type | Required | Description |
|---|---|---|---|
Content-Type |
String | Yes |
The media type of the request body.
Default value: "application/json" |
Request body fields
| Name | Type | Required | Description |
|---|---|---|---|
client_id |
String | No |
Your Plaid API |
user_id |
String | Yes |
A Plaid-generated ID that identifies the end user. |
secret |
String | No |
Your Plaid API |
How to start integrating
- Add HTTP Task to your workflow definition.
- Search for the API you want to integrate with and click on the name.
- This loads the API reference documentation and prepares the Http request settings.
- Click Test request to test run your request to the API and see the API's response.