1. Accounting
  2. Banking
  3. Auto Bank Statement Import SuiteApp
  4. Bank Statement File Import
  5. Managing SFTP Connectivity File Imports

Managing SFTP Connectivity File Imports

Read the following topics to learn more about managing your bank statement file imports in NetSuite:

Viewing the SFTP Connectivity Import Details

Every time you save a format profile, you’ll see a progress message on the financial institution record. Click the Track your status link to check how your import's going.

You can also go straight to the Banking Import History page to check the status and details of each imported bank statement. To get to the Banking Import History page, go to Transactions > Bank > Banking Import History.

SFTP Connectivity File Import Record

Check the SFTP Connectivity File Import List page if you want to see all the bank statement files you've imported into NetSuite using SFTP Connectivity.

To view an SFTP Connectivity File Import record

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. On the Record Types page, click List on the SFTP Connectivity File Import line.

  3. Click View next to the SFTP Connectivity File Import record you want to view. Each imported file record contains the following information:

    • Filename

    • Configuration ID

    • URL

Deleting SFTP Connectivity Failed Import Record

The SFTP Connectivity plug-in uses the file name pattern you set to look for files to import from your bank’s server. It imports the first file that matches. If files aren’t uploaded because of parsing errors, you’ll need to delete the failed import records before you can upload them again.

To delete failed SFTP Connectivity file import records:

  1. Go to Transactions > Bank > Upload File > List.

  2. On the Imported Statement List, you’ll see all the SFTP Connectivity imports and their status. Make note of any import detail record with a Failed status.

  3. Check the error details to find out what went wrong. Fix the error, then move on to delete the records.

    You can also check the execution logs of your failed import to figure out which SFTP Connectivity File Import to delete. To do this:

    1. Using the Administrator role, go to Customization > Plug-ins > Plug-In Implementations.

    2. Click the SFTP Connectivity plug-in implementation.

    3. Click the Execution Logs subtab to see the audit log details for your imports.

  4. Go to Customization > Lists, Records, & Fields > Record Types.

  5. On the Record Types page, click the List link on the SFTP Connectivity File Import line.

  6. On the SFTP Connectivity File Import List page, find the records you want to delete and click Edit.

  7. On the SFTP Connectivity File Import page, hover over Actions, and click Delete.

    Note:

    If Inline Editing is enabled on your account, click the Edit slider to turn on inline editing. Hover under the New column to see more options, then click Delete Record.

Related Topics

General Notices