1. Accounting
  2. Banking
  3. Bank Feeds SuiteApp
  4. Setting Up Bank Feeds Integration
  5. Connecting a Financial Institution in Other Supported Countries (Salt Edge) to NetSuite
  6. Managing Financial Institution Connections in Other Countries (Salt Edge)

Managing Financial Institution Connections in Other Countries (Salt Edge)

On the Accounts in Other Countries (Salt Edge) 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 Accounts in Other Countries (Salt Edge).

  4. On the Accounts in Other Countries (Salt Edge) 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.

Connection Expiry Date

—

Shows when your financial institution connection expires. The connection expiration date is when your connection consent is no longer valid. If a connection expires, you’ll need to rebuild or reconfigure your financial institution connection to continue receiving daily bank data.

The date format you see follows the Date Format setting under Home > Set Preferences > General under the Formatting section.

Update MFA

 Refresh

Shows a Refresh icon for each financial institution that requires MFA token update.

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 the MFA token required and then click Next.

    A progress of your configuration process is displayed. If successful, the configuration popup window closes automatically and you'll be redirected back to the Connectivity Configuration subtab.

    Then, 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 credentials or grant NetSuite access to your account.

  3. Click Next.

  4. Perform Steps 9 to 11 in Connecting a Financial Institution in Other Supported Countries (Salt Edge) to NetSuite.

  5. Click Save on the format profile record.

Delete Connection

 Delete

This column displays a Trash icon for each financial institution connection. Click the icon to delete an existing 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