Importing Connections
If you have existing connections with a service provider and want to bring them over to Meld, you can. Importing a connection does not involve the user, and there is no reauthentication required.
Currently, importing connections is supported for Plaid and Akoya.
To import a connection to Meld, use the import connections endpoint. Use the externalCustomerId field to tie each connection you import to an id of your choice, to keep track of the connections. Importing a connection will do the following:
- Add a connection and all its financial accounts to Meld.
- Tie each connection to an externalCustomerId, if provided.
- Tell the provider to send webhoks for that connection to Meld from now on, instead of sending them to you.
- Refresh the connection at the time of import.
- Send you webhooks for each connection based on the refresh, which are similar to the webhooks you would see for a new connection.
Updated 2 months ago