Installing Auto Bank Statement Import SuiteApp

This section covers what you need and how to install the Auto Bank Statement Import (ABSI) SuiteApp.

Prerequisites

Before installing the ABSI SuiteApp, go to Setup > Company > Setup Tasks > Enable Features, then click the SuiteCloud tab. Make sure these features are enabled on your account:

Installation

Any role with access to the SuiteApp Marketplace in NetSuite can install the Auto Bank Statement Import SuiteApp. For more information about the SuiteApp Marketplace, see SuiteApp Marketplace in NetSuite.

To install the Auto Bank Statement Import SuiteApp:

  1. Go to the SuiteApps tab.

    Note:

    The SuiteApps menu isn't available for the following centers:

    • Advance Partner Center

    • Employee Center

    • Partner Center

    • Vendor Center

  2. In the Search Apps field, enter Auto Bank Statement Import SuiteApp.

  3. Click the Auto Bank Statement Import SuiteApp tile.

    Auto Bank Statement Import SuiteApp Logo
  4. Go to the top right area of the Auto Bank Statement Import SuiteApp details page and click Install.

For more information about installing a SuiteApp from the SuiteApp Marketplace, see Installing from the SuiteApp Marketplace.

Note:

Starting NetSuite 2021.1, you can uninstall the SuiteApp even after it's been used to import a bank statement file. After you uninstall the SuiteApp, NetSuite does the following:

  • Removes the SFTP Connectivity plug-in and parser plug-in from all format profiles that use the SuiteApp. The Connectivity Method field in the format profiles changes to Manual Import, and the Transaction Parser field is cleared.

  • Inactivates all format profiles that use the SuiteApp. To reactivate them, you'll need to select a new parser plug-in for each record. See Modifying Format Profiles. If you don't need a format profile anymore, you should delete it. See Deleting a Format Profile.

The ABSI SuiteApp is a managed SuiteApp and gets updated automatically whenever new features or enhancements are added.

Related Topics

General Notices