Verifying the Import Status of the Brazil Banking Integration Predefined Records
To access the Brazil Banking Integration SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see Brazil Banking Integration.
After the Brazil Banking Integration SuiteApp installation is complete, the import of the predefined records provided by the SuiteApp starts automatically.
Your account runs two script deployment records to import the predefined records.
The BIS SDF Installer script (Script ID customscript_bis_sdf_installer) directly creates the following record types:
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Financial institution
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Format profile
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Payment method
The BIS SC SDF Installer script (Script ID customscript_bis_sc_sdf_installer) triggers the CSV import that creates the predefined records for the following record types:
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Bank
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Bank connection
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Bank connection setting
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Banking API
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Banking API operation
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Banking API transaction mapping
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Banking API URL
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Bank identification information
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Category of custom field for banking
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Connected banking API
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Custom field for banking
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Type of bank account
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Type of bank account key
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Type of banking API operation
Before you start using the Brazil Banking Integration, you must verify the status of the import. The SuiteApp is ready to use after NetSuite completes the import.
To verify the import status of the predefined records:
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Go to Setup > Import/Export > View CSV Import Status.
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In the Job Status list, verify the status information for the following jobs:
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CUSTIMPORT_BIS_BANK
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CUSTIMPORT_BIS_BANK_CONNECTION
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CUSTIMPORT_BIS_BANK_CONNECTION_SETTINGS
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CUSTIMPORT_BIS_CUSTOM_FIELD_CATEGORY
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CUSTIMPORT_BIS_BANKING_API
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CUSTIMPORT_BIS_BANKING_API_OPERATION
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CUSTIMPORT_BIS_BANKING_API_TRAN_MAPPING
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CUSTIMPORT_BIS_BANKING_API_URL
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CUSTIMPORT_BIS_BANKS_IDENT_INFO
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CUSTIMPORT_BIS_BANKS_IDENT_INFO_ADD
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CUSTIMPORT_BIS_CONNECTED_BANKING_API
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CUSTIMPORT_BIS_CUSTOM_FIELD_FOR_BANKING
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CUSTIMPORT_BIS_TYPE_OF_BANK_ACCOUNT
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CUSTIMPORT_BIS_TYPE_OF_BANK_ACCOUNT_KEY
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CUSTIMPORT_BIS_TYPE_OF_BANKING_API_OPER
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Wait until you see the following information for the jobs:
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The Status column is set as Complete
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The Percent Complete column is set as 100%
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The Message column states that all records were imported successfully
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If predefined records are missing from your account, review their respective script’s execution log. On the execution log, you can verify if errors occurred. For more information, see Using the Script Execution Log Subtab.