Conditions for Running a Financial Institution Parser Plug-in

To run a Financial Institution Parser Plug-in implementation, you must configure and save a format profile that uses the plug-in. You can run the plug-in using both Bank Reconciliation and Corporate Card Expenses format profiles. For details, see Format Profile Creation.

Note:

To perform a successful import in a Bank Reconciliation format profile, you need at least one active linked account.

When you save a format profile configured for automatic import for the first time, NetSuite creates a daily import schedule. An automatic import setup requires a Financial Institution Parser Plug-in and Financial Institution Connectivity Plug-in. Together, these enable you to securely connect to a data source to retrieve data. For more information, see Automatic Bank Data Import.

If the profile type is Bank Reconciliation and you save for the first time, NetSuite automatically downloads the last 60 calendar days of data from your linked financial institution accounts.

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

During a scheduled import of transaction 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 plug-in runs, enabling NetSuite to parse and retrieve new data from existing accounts since the last successful import. For new accounts, NetSuite imports the last 60 calendar days of data.
- When you initiate a manual update of imported data for an account on the Match Bank Data page. The 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 the plug-in for a single financial institution account.
  - The selected account does not contain the latest data.
  - There was an import error.

If you are configuring a format profile for manual import of bank or credit card data for reconciliation, after setup, you must import data on the Upload File page. The plug-in runs when you click Import. For details, see Manual Bank Data Import.

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

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