1. Accounting
  2. Banking
  3. Bank Feeds SuiteApp
  4. Setting Up Bank Feeds Integration
  5. Connecting a U.S. or Canada (Yodlee) Financial Institution to NetSuite
  6. Managing U.S. and Canada (Yodlee) Financial Institution Connections

Managing U.S. and Canada (Yodlee) Financial Institution Connections

On the U.S. and Canada Accounts (Yodlee) format profile page, you can do any of the following:

To manage your financial institution connections:

  1. Go to Setup > Accounting > Financial Statements > Financial Institution > List.

  2. On the Financial Institution page, click View next to the Bank Feeds financial institution record.

  3. On the Format Profile: Configuration subtab, click Edit next to U.S. and Canada Accounts (Yodlee).

  4. On the U.S. and Canada Accounts (Yodlee) Format Profile page, click the Connectivity Configuration subtab.

  5. Click the Connections subtab.

The following table shows the columns you'll find under the Connections subtab.

Column Name

Icon

Description

Financial Institution

—

Shows a list of active financial institutions connected to your NetSuite account.

Connection ID

—

Shows the unique ID for each financial institution connection.

If you have multiple connections to the same financial institution with different login credentials, each connection gets its own unique ID.

Accounts

—

Shows the number of connected bank and payment accounts associated with your financial institution account.

Note:

If the Accounts column shows zero (0) for a connection, this means the setup wasn't successful. You can rebuild or delete the connection and try again.

Update MFA

 Refresh

Shows a Refresh icon for each financial institution that requires MFA token update. For more information about how MFA accounts are handled by the SuiteApp, see Multifactor Authentication in Bank Feeds.

A Check icon appears when the connection’s MFA token is up to date.

Tip:

To display the configuration window, make sure popups are enabled in your browser.

To update a connection’s MFA token:

  1. On the Connections subtab, click the Refresh icon in the Update MFA column.

  2. The configuration popup window appears. Enter a valid MFA token.

  3. Click Continue.

    The system retrieves all bank and credit card accounts from your financial institution and automatically connects them to your NetSuite account.

  4. On the configuration setup window, click Save and Finish.

On the Connectivity Configuration subtab, a Check icon replaces the Refresh icon to show that the MFA token for the connection is updated.

Rebuild Connection

 Rebuild Connection

Shows a Rebuild icon for each financial institution connection. Click the icon to reconfigure your financial institution connection to NetSuite.

When you rebuild a connection, the system imports bank data starting from the last successful import. If you rebuild a connection with zero accounts connected, the system imports the last 60 calendar days of bank data. The import starts after you click Save on the format profile.

An Error icon will appear beside the Rebuild icon if there's a problem with the connection. Connection errors can happen for any of the following reasons:

  • You recently updated your login credentials on the bank’s website

  • The last MFA token update wasn't successful

  • Your consent has expired

  • The connection configuration is incorrect

    For example, closing the configuration window before you finish the configuration process, or entering incorrect login credentials.

Click the Rebuild icon to fix the connection errors.

Tip:

To display the configuration window, make sure popups are enabled in your browser.

To rebuild a connection:

  1. On the Connections subtab, click the Rebuild icon in the Rebuild Connection column.

  2. In the configuration popup window, enter your login password.

    In some instances, the page shows a list of associated bank and credit card accounts connected to NetSuite instead.

  3. Click Update.

  4. Some connections may require you to renew your account information consent to rebuild your connection. If that happens, perform the following actions:

    1. Read the data sharing notice and click Continue to acknowledge it.

    2. Enter your login credentials on the financial institution's website.

    3. On your financial institution's authorization page, review the bank and credit card accounts associated with your connection. Add or remove accounts as needed.

    4. On the same page, grant NetSuite access to your account. You'll need to do this before the system can start establishing a secure connection.

    5. Click Continue.

  5. The system retrieves all bank and credit card accounts from your financial institution and automatically connects them to your NetSuite account.

    On the summary page, if you want to exclude an account from your connection, clear the box next to the account name.

    Note:

    The box next to the financial institution account name only becomes available if you didn't select a bank or credit card account from the financial institution's website.

    If you don’t see the box on the summary page, you can add or exclude an account from your financial institution connection after you finish the setup. Perform any of the following actions:

  6. Click Save and Finish.

Delete Connection

 Delete

Shows a Trash icon for each financial institution connection. Click the icon to delete a financial institution connection in NetSuite.

To delete a connection:

  1. On the Connections subtab, click the Trash icon in the Delete Connections column for the financial institution you want to remove from bank feeds.

    Deleting a financial institution connection disconnects all its accounts, and you will no longer receive daily updates.

  2. When the confirmation message appears, click Delete to confirm your action.

Related Topics

General Notices