Okay, just to cover some basics:
You need a Plaid account to use this – head over to plaid.com and signup for an account.
Plaid has three levels of account:
–Sandbox (Free forever using sample data)
–Development (Free forever using live data, limited to 100 “items” where an item is a login to a financial institution by a user.)
–Production (Paid, starting at $500/month and going up from there.)
Once you have an account, you will have access to your api keys…those are needed for the Bubble plugin to work. Referencing your screenshot above, the Public Key value will be listed as public_key over at Plaid. You can review the Plaid documentation to see which product you actually want to use (Auth, Transactions or Identity.) The Client Name is a text value that is used by the link product which would typically be your company name. It is used for messages to the user like "Your account is now linked to <>.
The Webhook URL is going to be a URL within your Bubble app and is documented here. Webhooks are how Plaid alerts your app that data has changed, giving you the opportunity to perform processing. For example, a typical use case is that Plaid says a webhook when new transactions have been posted for an account. This field is optional, so you might want to skip it until you have the connection made.
Use the Sandbox until you have an understanding of what is going on. All bank accounts use the username of user_good and password of pass_good. Again, these are just dummy accounts so you can see the connection and import some fake transactions.
–Ken