Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Select this checkbox to download transactions from your Plaid-supported bank and import them into Costpoint.

You can only run this process once every 24 hours.

Select this checkbox to include Plaid system logs in the integration process log file. This allows you to review Plaid responses and transactions retrieved during integration.

This checkbox is enabled only if you selected Transfer Plaid Bank Transactions.

Select this checkbox to insert downloaded bank transactions into Costpoint bank statement tables (BANK_ACCT_END_BAL and BANK_ACCT_STMT_DTL) with imported bank transactions.

You can run this process anytime. Costpoint inserts only downloaded transactions which have not been previously added to bank statement tables.

Select this checkbox to list transactions inserted into bank statement tables in the integration process log file. This checkbox is enabled only if you selected Update Bank Statement Detail.

Enter, or click to select, the location where you want to store the transfer process log file.

If you leave this field blank, the file is saved in the Costpoint database, and you can view it on the View Interface Execution Status History screen.

Enter, or click to select, the Plaid-supported bank from which transactions will be retrieved.

The Lookup displays banks that have been added on the Manage Plaid Bank Accounts screen.