Format Profile Creation

After you’ve saved a financial institution record, you can add one or more format profiles to it.

Format profiles enable you to configure settings necessary for manual or automatic import of financial institution data. There are two format profile types, and each uses a different workflow:

You can only associate a format profile with one financial institution record. If you delete a financial institution record, NetSuite also deletes the associated format profile. You can’t delete a format profile that has associated imports.

This section contains the follow topics:

General Notices