Migrating from Development to Production

Current API

There are a few steps that must be taken to successfully switch from Plaid’s development environment to Plaid’s production environment.

First, reach out to our Sales team, and they will be in touch to walk you through the necessary compliance steps.

After you’ve been granted production access, change the environment in which you submit requests. Start by changing the environment Link is initialized for: set env to production rather than sandbox or development.

Next, ensure your API requests are being sent to the right host. Switch from using sandbox endpoints, which begin with https://sandbox.plaid.com/, or development endpoints, which begin with https://development.plaid.com/, to production endpoints, which begin with https://production.plaid.com/.

You should now be submitting valid production requests. Note that the development and sandbox environments are entirely distinct from the production environment. An item originally created in sandbox or development will need to be created again in production.
 

Legacy API

There are a few steps that must be taken to successfully switch from Plaid’s development environment, tartan, to Plaid’s production environment.

First, in the Dashboard, select Remove user limits:



Fill out the corresponding compliance survey, and our team will reach out to account's primary email to clarify any responses and execute a license agreement. Once those are in place, we will grant the account production access. 

With that access, it's time to change the environment in which you are submitting requests. For a simple Link integration, change data-env from "tartan" to "production". For a custom Link integration, change env from 'tartan' to 'production'

If your integration makes direct API requests, switch from using tartan endpoints, which begin with https://tartan.plaid.com/, to production endpoints, which begin with https://api.plaid.com/

Note The tartan and production environments are entirely separate. Users who were originally added in tartan will need to be separately added in production in order for production requests to succeed.

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