Getting started

From zero to a working Sandbox payment. You need a Plaid account (free Sandbox access) and WordPress 6.0+ on PHP 7.4 or newer.

1. Install and activate

1. Upload the bankbridge folder to wp-content/plugins/ (or install the zip) and activate it.
2. BankBridge creates its database tables, capabilities and an OAuth return page (/plaid-oauth/) automatically.

2. Connect your Plaid keys

1. In the Plaid Dashboard open Developers → Keys and copy your client_id and Sandbox secret.
2. In WordPress open BankBridge → Setup Wizard, choose Sandbox, paste the keys and click Test connection. It calls /institutions/get and creates a test Link token with your products.
3. Prefer code? Add constants to wp-config.php instead (see Setup & settings).

define( 'BANKBRIDGE_CLIENT_ID', 'your-client-id' );
define( 'BANKBRIDGE_SECRET', 'your-sandbox-secret' );
define( 'BANKBRIDGE_ENVIRONMENT', 'sandbox' );

3. Add a component to a page

Add the Connect bank block, or the shortcode [bankbridge_connect], to any page. Open the page, click Connect your bank, pick First Platypus Bank and log in with user_good / pass_good.

4. Take a test payment

1. Enable Plaid Transfer for your team in the Plaid Dashboard, then turn on Settings → Payments → Enable Transfer.
2. Add [bankbridge_pay amount="25"] to a page, or enable WooCommerce → Settings → Payments → Pay by bank.
3. Pay, then simulate settlement from BankBridge → Transfers → Simulate….

5. Before going live

• Register your webhook URL and OAuth redirect URI in the Plaid Dashboard (the Setup Wizard shows both).
• Set BANKBRIDGE_ENCRYPTION_KEY in wp-config.php.
• Run wp bankbridge doctor and fix anything critical.
• Follow the full go-live checklist shipped in docs/GO_LIVE.md.