1. Accounting
  2. Banking
  3. Bank Feeds SuiteApp
  4. Installing the Bank Feeds SuiteApp

Installing the Bank Feeds SuiteApp

This section includes the prerequisites and instructions for installing the Bank Feeds SuiteApp.

Prerequisites

Before you install the Bank Feeds SuiteApp, go to Setup > Company > Setup Tasks > Enable Features, and then click the SuiteCloud tab. Make sure that the following features are enabled on your account:

  • Custom Records

  • Client SuiteScript

  • Server SuiteScript

Before you use the SuiteApp, make sure that the bank accounts that you want to connect are set up for online banking.

You must also enable popups in your browser so the configuration window can open during bank feeds setup.

Installation

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

To install the Bank Feeds SuiteApp:

  1. Go to SuiteApps.

    Note:

    The SuiteApps menu is not available for the following centers:

    • Advanced Partner Center

    • Customer Center

    • Employee Center

    • Partner Center

    • Support Center

    • Vendor Center

  2. In the Search SuiteApps field, enter Bank Feeds, then press enter.

  3. Click the Bank Feeds SuiteApp tile.

  4. Go to the top right area of the Bank Feeds 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 if you've already set up bank feeds integration. After you uninstall the SuiteApp, NetSuite does the following:

  • Removes the connectivity and parser plug-in from the format profiles set up by the Bank Feeds SuiteApp. The Connectivity Method field in the format profiles changes to Manual Import, and the Transaction Parser field is cleared.

  • Inactivates the format profiles set up by the Bank Feeds SuiteApp. To reactivate the format profiles, you'll need to select a new parser plug-in for each record. See Modifying Format Profiles. If you no longer need a format profile, you should delete it. See Deleting a Format Profile.

The Bank Feeds SuiteApp is a managed SuiteApp that’s automatically updated whenever new features or enhancements are added.

Related Topics

General Notices