Updating Imported Bank Feeds Data

The SuiteApp imports bank transactions into NetSuite daily through an automated import schedule. Depending on the number of posted transactions and how fast your bank responds, not all transactions may get imported into NetSuite.

To retrieve and import remaining transactions from the initial daily import, do one of the following actions. You should only do this if you want to check for remaining transactions or if there was an import error.

• Update the Bank Feeds Format Profile Records – Edit and save the format profile record without making any changes. Each time you save a format profile, the system starts the bank data retrieval and import process.

  Note:

  To avoid errors from consecutive requests, you can only request for a bank data refresh every 60 minutes. The 60–minute waiting interval doesn't apply if a data import fails.

• Click Update Imported Bank Data on the Match Bank Data page.

In some cases, your bank may post transactions after the SuiteApp finishes its scheduled daily import. When this happens, the system won’t import them until the next scheduled daily import. If you want these transactions available immediately in NetSuite, you can rebuild your financial institution connection.

For steps on how to rebuild your connection, read the following topics:

• For U.S. and Canada Bank Feeds integration, see Managing U.S. and Canada (Yodlee) Financial Institution Connections

• For U.S. and Canada bank feeds integration using MX, see Managing U.S. and Canada (MX) Financial Institution Connections

• For regulated Europe Bank Feeds integration, see Managing Regulated Europe (Salt Edge) Financial Institution Connections

• For Non-PSD2 regulated Europe bank feeds integration, see Managing Nonregulated Europe (Salt Edge) Financial Institution Connections

• For bank feeds integration with financial institutions in other countries, see Managing Financial Institution Connections in Other Countries (Salt Edge)

General Notices