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How to relink your NetSuite integration (with Bank Feed export)

  • Updated
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

  1. Navigate to the list of record types
    • You can go to Setup -> Lists, Records, & Fields -> Record Types
    • Or type Record Types in the search bar and select Setup > Lists, Records, & Fields > Record Types

  •  

  1. Find Merge Bank Feeds Secret and click List

    netsuite_list_record.png
  2. Click Edit

  3. Click Actions -> Delete

    delete_secret.png

     

Step 2: Delete the existing Merge base tenant url in NetSuite

  1. Navigate to the list of record types
    1. You can go to Setup -> Lists, Records, & Fields -> Record Types
    2. Or type Record Types in the search bar and select Setup > Lists, Records, & Fields > Record Types

  2. Find Merge Base Tenant URL and click List

    netsuite_remove_base_tenant_url.png
  3. Click Edit
  4. Click Actions -> Delete

 

Step 3: 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 “

  1. Navigate to the list of financial institutions
    • go to Setup -> Other Setup -> Financial Institution -> List

    • Or type Financial Institution in the search bar and select Setup > Other Setup > Financial Institution > List

      financial_institution.png
  2. Find the problematic financial institution, click Edit
  3. rename it (e.g. name-inactive)
  4. check inactive
  5. Save
netsuite_inactive_financial_institution.png

 

Step 4: Update your NetSuite Bank Feeds Bundle

  1. Login to your NetSuite instance and navigate to Customization -> SuiteBundler -> Search & Install Bundles -> List here

  2. Find the Automated bank feeds bundle, click its green person/gear icon in the Action column on the left, and select Update

    installed-bundles.png

  3. This will take you to the Preview Bundle Update confirmation screen. Click Update Bundle and the subsequent confirmation screen

    preview-bundle-update.png
  4. After you click Update Bundle, it will seem like NetSuite isn't doing anything

       Please wait on this page until NetSuite processes and start the request!

  1. Back on the Installed Bundles page, you'll then see the Status of the bundle become Pending...

    installed_bundles_page.png

  2. Once NetSuite has completed updating the bundle, you'll then see the green check mark - you've completed your Bank Feeds bundle update!

    bundle_installed.png

 

Step 5: Relink in Weel

  1. Go to https://app.letsweel.com/app/settings#integrations
  2. Start relinking process