1. Country-Specific Features
  2. Brazil Help Topics
  3. Brazil-specific SuiteApps
  4. Brazil Banking Integration
  5. Brazil Banking Integration SuiteApp Installation

Brazil Banking Integration SuiteApp Installation

This topic guides you through the installation of the Brazil Banking Integration SuiteApp.

Prerequisites for Installing the Brazil Banking Integration SuiteApp

Before installing the Brazil Banking Integration SuiteApp, you must meet the following requirements:

To enable features:

  1. Go to Setup > Company > Enable Features.

  2. On the Company subtab, check the Multi-Language box.

  3. On the Accounting subtab, check the Accounting box.

  4. On the SuiteCloud subtab, check the following boxes:

    • Custom Records

    • Server SuiteScript

  5. Click Save.

Installing the Brazil Banking Integration SuiteApp

The Brazil Banking Integration SuiteApp is a managed SuiteApp. Whenever there are enhancements or new features added, NetSuite automatically updates your account.

As a shared SuiteApp, Brazil Banking Integration is only available for installation on authorized accounts. For more information, contact your account manager.

To install this SuiteApp, you must have permission and access to the SuiteApp Marketplace. For more information, see Viewing SuiteApps in the SuiteApp Marketplace.

To install the Brazil Banking Integration SuiteApp:

  1. In NetSuite, go to SuiteApps.

  2. In the Search SuiteApps field, enter Brazil Banking Integration.

  3. Click Brazil Banking Integration.

  4. At the top-right area of the SuiteApp details page, click Install.

  5. Wait for the installation to complete.

    Tip:

    After the installation is complete, verify the status of the import that creates the predefined records. For more information, see Verifying the Import Status of the Brazil Banking Integration Predefined Records.

For more information about the SuiteApp installation process, see Installing from the SuiteApp Marketplace.

Verifying the Import Status of the Brazil Banking Integration Predefined Records

After the Brazil Banking Integration SuiteApp installation is complete, the import of the predefined records provided by the SuiteApp starts automatically.

Two script deployment records run in your account to import the predefined records.

The BIS SDF Installer script (Script ID customscript_bis_sdf_installer) directly creates the following record types:

  • Financial institution

  • Format profile

The BIS SC SDF Installer script (Script ID customscript_bis_sc_sdf_installer) triggers the CSV import that creates the predefined records for the following record types:

  • Bank

  • Bank connection

  • Bank connection setting

  • Banking API

  • Banking API operation

  • Banking API URL

  • Bank identification information

  • Connected banking API

  • Custom field for banking

  • Type of bank account

  • Type of banking API operation

Before you start using the Brazil Banking Integration, you must verify the status of the import. The SuiteApp is ready to use after NetSuite completes the import.

To verify the import status of the predefined records:

  1. Go to Setup > Import/Export > View CSV Import Status.

  2. In the Job Status list, verify the status information for the following jobs:

    • CUSTIMPORT_BIS_BANK

    • CUSTIMPORT_BIS_BANK_CONNECTION

    • CUSTIMPORT_BIS_BANK_CONNECTION_SETTINGS

    • CUSTIMPORT_BIS_BANKING_API

    • CUSTIMPORT_BIS_BANKING_API_OPERATION

    • CUSTIMPORT_BIS_BANKING_API_TRAN_MAPPING

    • CUSTIMPORT_BIS_BANKING_API_URL

    • CUSTIMPORT_BIS_BANKS_IDENT_INFO

    • CUSTIMPORT_BIS_CONNECTED_BANKING_API

    • CUSTIMPORT_BIS_CUSTOM_FIELD_FOR_BANKING

    • CUSTIMPORT_BIS_TYPE_OF_BANK_ACCOUNT

    • CUSTIMPORT_BIS_TYPE_OF_BANKING_API_OPER

  3. Wait until you can see the following information for the jobs:

    • The Status column is set as Complete

    • The Percent Complete column is set as 100%

    • The Message column states that all records were imported successfully

Tip:

If you notice that the predefined records are missing from your account, view their respective script’s execution log. On the execution log, you can verify if errors occurred. For more information, see Using the Script Execution Log Tab.

Related Topics

General Notices