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 using the SuiteApp, make sure that the bank accounts that you want to connect and set up for bank feeds are registered for online banking.

You must also enable popups in your browser to display the configuration window 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

    • Employee Center

    • Partner Center

    • Vendor Center

  2. From the listed SuiteApps, search Bank Feeds in the Search Apps field.

  3. Click the Bank Feeds SuiteApp tile.

    This is the Bank Feeds SuiteApp logo.

  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:

As of NetSuite 2021.1, you can now uninstall the SuiteApp even after bank feeds integration has been set up. After you uninstall the SuiteApp, NetSuite does the following:

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

  • Inactivates the format profiles provisioned by the Bank Feeds SuiteApp. To reactivate the format profiles, you 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 and is automatically updated whenever there are enhancements or new features added.

Related Topics

General Notices