Financial Connectivity Plugin Process
Hi all – This involves the new Financial Connectivity Plugin that was recently introduced in 20.1
Basically the plugin is used for automating banking statements from financial institutions to your NetSuite account. This is a major feature as this allows you to do this for banks that are outside the US and Canada. Unfortunately there’s not a lot of helpful documentation out there so I’m a bit stuck at the moment.
Here’s where I got to.
I’ve managed to get this working for one of our banks here in Australia. I’ve created the plugin script, connected to the sftp server of the bank, pull in BAI2 files, mapped the transaction accounts, and ran this successfully. This happens automatically daily.
The confusion I have here is how it will work if I have multiple BAI2 files. The getTransactionDate function has a context object that would call
The chunk just holds the value of the BAI2 file. My issue here is if I call it multiple times, since I have multiple BAI2 files against one format profile in a day, it only processes the first one.
So if BAI2-1, BAI2-2, BAI2-3 contents were all sent to the addDataChunk, it will only process the BAI2-1 on the import bank statement page (where users can use to match bank data). Not sure if I’m missing a step here but if anyone has any ideas, I’m all ears.