Financial Institution Connectivity Plug-in Interface Overview
The Financial Institution Connectivity Plug-in interface uses SuiteScript 2.0. Your entry point scripts and supporting library scripts must also use SuiteScript 2.0. For information, see SuiteScript 2.x Script Creation Process and SuiteScript 2.x.
Use a Financial Institution Connectivity Plug-in to directly connect to financial institutions and automatically receive inbound transmissions through NetSuite, daily. Inbound transmission enables you to automate cash balance reporting and schedule account statement downloads.
To create a Financial Institution Connectivity Plug-in, you need to create the plug-in implementation script file, and then upload the script file and other utility files as required. For details, see Creating a Financial Institution Connectivity Plug-in Script File.
You can define alternative implementations that suit your needs by customizing the core plug-in logic. To accommodate this process, NetSuite provides an interface definition that describes the name, parameters, and return type of each function defined in the plug-in’s interface. For details, see Financial Institution Connectivity Plug-in Interface Definition.
To run the plug-in, you must configure and save a format profile that uses the plug-in. The plug-in works with a parser plug-in to enable you to securely connect to a financial institution to retrieve financial data.
There may be cases where a Financial Institution Connectivity Plug-in requires user credentials for a financial institution. NetSuite itself does not ask for or store these credentials, but it enables the plug-in to save them securely. This may be done by a third-party service or by a customization related to the plug-in.
When a Financial Institution Connectivity Plug-in works with a Bank Statement Parser Plug-in, you can import bank data for bank reconciliation. When a Financial Institution Connectivity Plug-in works with a Financial Institution Parser Plug-in, you can import additional data types, including corporate card charges for expense reporting.
For more information about running a Financial Institution Connectivity Plug-in, see Conditions for Running a Financial Institution Connectivity Plug-in. For testing details, see Conditions for Testing a Financial Institution Connectivity Plug-in.
For details about configuring format profiles, see Format Profile Creation.
A Financial Institution Connectivity Plug-in is also supported by the SuiteCloud Development Framework (SDF). SDF enables you to customize your NetSuite account from an integrated development environment (IDE) on your local computer. For details, see SuiteCloud Development Framework.
You can customize a Financial Institution Connectivity Plug-in in SDF by defining ficonnectivityplugin objects. For details, see Financial Institution Connectivity Plug-ins as XML Definitions.
For more information about Financial Institution Connectivity Plug-ins, see the following topics:
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NetSuite Role |
For more information, see ... |
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All roles |
Financial Institution Connectivity Workflows Default Financial Institution Connectivity Plug-in Implementations Capabilities of Using a Financial Institution Connectivity Plug-in Limitations of Using a Financial Institution Connectivity Plug-in |
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Developer |
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Administrator |
After the administrator performs the necessary one-time setup on a format profile record, the NetSuite user can continue with other stages of the Cash Management workflow. These include transaction matching and reconciliation, as well as corporate card expense reporting. For details, see Bank Data Matching and Reconciliation and Corporate Card Expenses.
This section only covers the development and administration of a Financial Institution Connectivity Plug-in. For details on using a Financial Institution Connectivity Plug-in to import bank data, see Automating Imports for Bank Reconciliation.
Related Topics
- Financial Institution Connectivity Workflows
- Default Financial Institution Connectivity Plug-in Implementations
- Capabilities of Using a Financial Institution Connectivity Plug-in
- Limitations of Using a Financial Institution Connectivity Plug-in
- Developing a Financial Institution Connectivity Plug-in
- Administering a Financial Institution Connectivity Plug-in
- Financial Institution Connectivity Plug-in Interface Definition