Updating Imported Bank Feeds Data

The SuiteApp imports bank transactions into NetSuite daily through an automated import schedule. Depending on the number of posted transactions and response time of the bank when the automated daily import runs, not all transactions might be imported into NetSuite.

Note:

NetSuite’s authorized Account Information Service Provider (AISP) retrieves bank transactions within a maximum time frame. For more information, read Limitations of Using the Bank Feeds SuiteApp.

To retrieve and import any remaining transactions from the initial daily import, perform any of the following actions. You should only do this if you want to check if there are still remaining transactions left from the initial import or if there was an import error.

Update the Bank Feeds Format Profile Records – Update the provisioned format profile records by editing and saving the record without making any changes. Each time a format profile record is saved, the system triggers the bank data retrieval and import process.

Note:
To avoid consecutive requests that may result to errors, you can only request for a bank data refresh every 60 minutes. The 60–minute waiting interval does not apply to failed data imports.
Click the Update Imported Bank Data button on the Match Bank Data page.

There may be instances when your bank post transactions after the SuiteApp has finished running the scheduled daily import. When this happens, the system will not import them until the next scheduled daily import. To make these transactions available immediately on your NetSuite account, you can rebuild your financial institution connection.

For steps on how to rebuild your connection, read the following topics:

For U.S. and Canada Bank Feeds integration, see Managing U.S. and Canada Financial Institution Connections
For Europe Bank Feeds integration, see Managing Europe Financial Institution Connections
For Non-PSD2 Europe bank feeds integration, see Managing Non-PSD2 Europe Financial Institution Connections
For bank feeds integration with financial institutions in other countries, see Managing Financial Institution Connections in Other Countries

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