Updating Imported Bank Statement Files

The Auto Bank Statement Import (ABSI) SuiteApp lets you manually initiate the import process to aid in updating your account balance in NetSuite. To manually request the system to import your bank statement files, you can do any of the following:

• Update the Format Profile Record – Edit and save the format profile that uses SFTP, even if you don't change anything. Every time you save the record, the system starts the bank statement file retrieval and import process.

  Note:

  To avoid errors from back-to-back requests, you can only refresh your bank data every 60 minutes. The 60–minute wait doesn't apply to failed imports.

• Update the Match Bank Date page – Get the latest bank data for your account by clicking the Update Imported Bank Data button on the Match Bank Data page. For more information, see Updating Imported Bank Data.

  Warning:

  If you're using the Auto Bank Statement Import SuiteApp for more than one account, don't choose this option. If you click Update Imported Bank Data, the system only gets the latest data from the account you picked. Data from your other accounts won't be retrieved and could get lost.

General Notices