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

• Deleting SFTP Connectivity Failed Import Record

Viewing the SFTP Connectivity Import Details

A progress message is displayed on the financial institution record every time a format profile record is saved. Click the Track your status link to view the processing status of your import.

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

SFTP Connectivity File Import Record

View the SFTP Connectivity File Import List page if you want to review the list of bank statement files imported in 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 implementation will use the file name pattern you defined to search for files to import from your financial institution’s server. The plug-in will import the first file that matches the file name pattern. When files are not uploaded due to parsing errors, the failed file import records must be deleted before you can reupload them.

To delete failed SFTP Connectivity file import records:

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

2. On the Imported Statement List, you can see a list of all the SFTP Connectivity imports generated and the status of each one. Make note of the SFTP Connectivity import detail record with a Failed status.

3. Check the error details to see the cause of the error. Correct the error, and proceed to the next step to delete the records.

   You can also review the execution logs of your failed import to identify and note 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 view the audit log details related to 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, locate the records you want to delete and click Edit.

7. On the SFTP Connectivity File Import page, point your mouse to Actions, and then click Delete.

   Note:

   If Inline Editing is enabled on your account, you can click the Edit slider to turn on inline editing. Point your mouse to the space under the New column to display additional options. Click Delete Record.

Related Topics

Bank Statement File Import

Automatic Bank Statement File Import

Updating Imported Bank Statement Files

Bank Statement File Name Import Matching

General Notices