Conditions for Running a Financial Institution Connectivity Plug-in

To run a Financial Institution Connectivity Plug-in, you must create a format profile that uses the plug-in with a Financial Institution Parser Plug-in or Bank Statement Parser Plug-in.

A Financial Institution Connectivity Plug-in works with a Bank Statement Parser Plug-in to enable you to automatically retrieve data for bank reconciliation. For details about automating imports of bank or credit card data for reconciliation, see Automating Imports for Bank Reconciliation.

When a Financial Institution Connectivity Plug-in works with a Financial Institution Parser Plug-in, you can retrieve additional data types, including corporate card charges for expense reporting. For details about automating imports of corporate card data for expense reporting, see Automating Imports for Expense Reporting.

To use the default Financial Institution Connectivity Plug-in implementation available through the Bank Feeds SuiteApp, see Bank Feeds SuiteApp.

Note:

To perform a successful import, you need at least one active account mapping on the format profile record.

When you save a format profile configured for automatic import for the first time:

NetSuite creates a daily import schedule to retrieve financial data. See Automatic Bank Data Import.
If you are importing data for bank or credit card reconciliation, the Financial Institution Connectivity Plug-in runs. NetSuite subsequently connects to your financial institution to retrieve the last 60 days of data from your linked accounts.

After the format profile is saved for the first time, subsequent imports can occur in the following ways:

During a scheduled import of bank or credit card data, or corporate card expense data.
If you are importing data for bank or credit card reconciliation:
- When you edit and save an existing format profile configured for connectivity to a financial institution (see Format Profile Creation). The Financial Institution Connectivity Plug-in runs, enabling NetSuite to connect to a financial institution to retrieve new data from existing accounts since the last successful import. For new accounts, NetSuite imports the last 60 calendar days of data.
  
  Note:
  There are cases where an import is not initiated. For example, NetSuite cannot import data from the same format profile twice within a 30-minute period.
- When you initiate a manual update of imported data for an account on the Match Bank Data page. The Financial Institution Connectivity Plug-in runs, enabling NetSuite to import new data from the account since the last successful import. Imported account data appears in the Imported Bank Data grid. For details, see Updating Imported Bank Data.
  Note:
  You should only use this method in the following scenarios:
  - You have a need to test a plug-in for a single financial institution account.
  - The selected account does not contain the latest data.
  - There was an import error.

To verify that the plug-in is working, see Conditions for Testing a Financial Institution Connectivity Plug-in.

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