Managing Financial Institution Connections in Other Countries – JCurve Solutions

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

Financial Institution

This column displays the list of active financial institutions connected to your NetSuite account.

Connection ID

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

This column displays the number of connected bank and payment accounts associated with your financial institution account.

Note

If 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

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 The connection expiration date indicates the date after which your connection consent is no longer valid.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

This column displays a Refresh icon for each financial institution that requires an MFA token update.

To update a connection’s MFA token:

On the Connections subtab, click the Refresh icon in the Update MFA column.
The configuration popup window appears. Enter the MFA token required and then click Next.

Note

To display the configuration window, enable popups in your browser.

A progress of your configuration process is displayed. If successful, the configuration popup window automatically closes and you will be redirected back to the Connectivity Configuration subtab.

Then, a Check icon replaces the Refresh icon to indicate that the MFA token for the financial institution connection is updated.

Rebuild Connection

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:

Your login credentials on the bank's website was recently updated
The last MFA token update was not successful
Consent expires
Incorrect connection configuration

Example, closing the configuration window before completing the configuration process or entering incorrect login credentials.

Click the Rebuild icon to resolve the connection errors.

To rebuild a connection:

On the Connections subtab, click the Rebuild icon in the Rebuild Connection column.
The configuration popup window appears. Enter your login credentials or grant NetSuite access to your account.

Note

To display the configuration window, enable popups in your browser.
Click Next.
Perform steps 9 – 11 in Connecting a Financial Institution in Other Countries to NetSuite.
Click Save on the format profile record.

Delete Connection

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:

On the Connections subtab, click the Trash icon in the Delete Connections column for the financial institution you want to remove from bank feeds.

Deleting a financial institution connection will disconnect all its associated accounts, and you will no longer receive daily updates.
In the confirmation message that appears, click Delete to confirm your action.

Note

To update a connection’s MFA token:

Note

To rebuild a connection:

Note

To delete a connection:

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