Overview
Our NetSuite bank feeds implementation has an important limitation: only one active linked account is supported per NetSuite instance at any one time. This constraint means that attempting to link a second account to a NetSuite instance will fail.
Instructions
Step 1: Delete the existing Merge shared secret in NetSuite
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Navigate to the list of record types
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Scroll down to “Merge Bank Feeds Secret” → List
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Edit → delete every existing record by hovering over the row → Delete Record
Step 2: Delete the existing Merge shared secret in NetSuite
- Delete, or archive + rename, any financial institution with the same name as “{your_organization_name} Financial Institution “
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Navigate to the list of financial institutions
Find the problematic financial institution → Edit → Actions → Delete
- If deleting fails (often with a “dependent records” error), archive + rename it via: Edit → check “Inactive” → rename the institution → Save
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Step 3: Relink in Weel
- Go to https://app.letsweel.com/app/settings#integrations
- Start relinking process