Flow Overview

The Widget flow begins when your user wants to connect one of their data sources to your app.

  1. The user goes on your website and tries to connect.
  2. This calls /link/token/create from your backend to create a Link token and passes the temporary token to the piece of code you added on your frontend.
  3. The Link token is used to display the Widget to your user. After the user sends their credentials and creates the connection, the Widget will return a temporary Public token through the onSuccess function, which you have to send to your backend.
  4. Call /connection/public_token/exchange from your backend to exchange the Public token for a permanent Access token for this connection.
  5. Store the Access token and use it to make product requests for your user's connection.