On the Connectivity Configuration subtab of the Connect to Accounts in Other Countries Format Profile page, you can manage your financial institution connections by updating the MFA token, rebuilding connections, or deleting your existing connections.
The following table describes the available columns under the Connections subtab of the Connect to Accounts in Other Countries Format Profile page.
Column |
Icon |
Description |
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Financial Institution |
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This column displays the list of active financial institutions connected to your NetSuite account. |
Connection ID |
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This column displays the unique ID of the financial institution connection. If you have multiple connections to the same financial institution using different login credentials, each connection will have its own unique ID. |
Accounts |
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This column displays the number of connected bank and payment accounts associated with your financial institution account. NoteIf the Accounts column displays zero (0) for a financial institution connection, this means that the configuration was not successful. You can either rebuild or delete the connection and then try again. |
Connection Expiry Date |
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This column displays the expiration date of your financial institution connection. The connection expiration date indicates the date after which your connection consent is no longer valid. If a connection expires, you must rebuild or reconfigure your financial institution connection to continue receiving daily bank data from your financial institution. The date format display follows the Date Format setting on your Home > Set Preferences > General under the Formatting section. |
Update MFA |
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This column displays a Refresh icon for each financial institution that requires an MFA token update. To update a connection’s MFA token:
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Rebuild Connection |
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This column displays a Rebuild icon for each financial institution connection. Click the icon to reconfigure your financial institution connection to NetSuite. When you rebuild a financial institution connection, the system imports bank data starting from the last successful import. However, if you rebuild a financial institution connection with zero accounts connected, the system imports the last 60 calendar days of bank data. An Error icon will appear beside the Rebuild icon if the connection encounters an error. Connection errors can occur due to any of the following actions:
Click the Rebuild icon to resolve the connection errors. To rebuild a connection:
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Delete Connection |
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This column displays a Trash icon for each financial institution connection. Click the icon to delete an existing financial institution connection in NetSuite. To delete a connection:
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