Role Required: Bank Connect Administrator
After activating Bank Connect for your company, administrators must link users and bank accounts to enable access to the banking services available through Bank Connect.
Activate Company
Before linking users and accounts, you must activate Bank Connect in your NetSuite tenant.
If your company is already activated, you can skip this section and proceed to linking users and accounts.
Navigate to Bank Connect → Bank Connect Setup → Activation.
Enter the Activation Key provided by your bank, then select Submit to Activate.
Enter your Bank Connect Administrator credentials when prompted to authenticate your connection to the bank.
Once authentication is complete, you will see Account Services & Entitlements where you can review all bank accounts, account services and policies that were configured during your company's enrollment. For more information on Account Services & Entitlements, see the Understanding Entitlements article.
Link Bank Users
User linking is only available for payments customers.
Linking users associates NetSuite users with their corresponding bank user. This ensures users can access the Bank Connect functionality available to them.
Navigate to Bank Connect → Bank Connect Setup → Activation.
Select Link Users & Accounts by opening the dropdown next to Account Services & Entitlements.
Locate the User you want to link on the left side of the page.
Select the corresponding Linked Employee from the dropdown.
Repeat for any additional users who require linking.
Click Save User & Account Links to save all linking.
Important considerations:
- Users must be enrolled with your bank before they can be linked.
- User linking is required for users to submit or approve payments through Bank Connect.
Link Bank Accounts & Set Historical Import Date
Linking bank accounts associates your enrolled bank accounts with the bank account in NetSuite.
Navigate to Bank Connect → Bank Connect Setup → Activation.
Select Link Users & Accounts by opening the dropdown next to Account Services & Entitlements.
Locate the Bank Account you want to link on the left side of the page.
Select the corresponding Linked Account from the dropdown.
Repeat for each bank account you want to use with Bank Connect.
Click Save User & Account Links to save all linking and set Historical Import Date.
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In the Historical Import Date window, select the start date for your initial bank statement import.
- The selected date applies to only linked accounts included in this save.
- The import end date is automatically set to the previous day.
Imports can only be backfilled up to 31 days.
Select Set Historical Import Date to save your account links and initiate the historical import.
Important considerations:
- Only accounts enrolled with your bank for Bank Connect will be available for linking.
- Account linking is required to retrieve bank statement imports through Bank Connect.
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Historical imports begin immediately for the newly linked accounts using the selected date range.
- Note: NetSuite limits statement imports to once every 60 minutes. If a manual or automated import has run within 60 minutes of linking an account, the initial historical import will be deferred until the next import can run.
- Setting a historical import date does not reset or affect regularly scheduled automated imports in NetSuite.
Next Steps
Once your company is activated and the desired users and accounts are linked, you can review the services and policies available through Bank Connect.
For more information, see Understanding Entitlements.