New To NetSuite | Bank Feeds Automatic Import is Not Connecting

Katerina Winklerova-Oracle

The Bank Feeds SuiteApp uses the Financial Institution Connectivity Plug-in to perform an automated process that retrieves bank data and imports them into your NetSuite account.

When performing the Setup of your Financial Institutions, you have received the following error which influenced that the Automatic Bank Data import failed: “The server could not process your request. If the issue persists, please contact Support.”

To check the error in NetSuite:

1. Navigate to Setup > Accounting > Financial Institution > List

2. Click View in line with Bank Feeds

3. Click Format Profile: Configuration subtab

4. Click Edit in line with Name of the Format Profile you would like to setup

5. Click Connectivity Configuration subtab > Error: “The server could not process your request. If the issue persists, please contact Support.”

To resolve this concern, check permissions for the Custom Role having this error (for my example Certificate Access permission was missing):

1. Navigate to Setup > Users/Roles > Manage Roles

2. Click Edit on Custom Role having this issue

3. Go to Permissions tab > Lists subtab

4. Add Certificate Access and set the Level to at least View

5. Click Save

To check the error in NetSuite Next:

1. Click Explore (hamburger icon in the bottom left corner beside the home button).
2.  Go to Setup > Accounting > Financial Institution > List
3. Click View in line with Bank Feeds
4. Click Format Profile: Configuration subtab
5. Click Edit in line with Name of Format Profile you would like to setup.
6. Click Connectivity Configuration subtab > Error: "The server could not process your request. If the issue persists, please contact Support."

To resolve this concern, check permissions for the Custom Role having this error (for my example Certificate Access permission was missing):

1. Navigate to Setup > Users/Roles > Manage Roles

2. Click Edit on Custom Role having this issue

3. Go to Permissions tab > Lists subtab

4. Add Certificate Access and set the Level to at least View

5. Click Save

Related SuiteAnswers Article:

•   91223 - Roles and Permissions for Bank Feeds SuiteApp

Important Notes:

Bank Feeds SuiteApp has only one connection with all the environments (Production and Sandbox) from Financial Institution to the Third Party Aggregator hence, it is advisable to use the SuiteApp on one environment only.

If you have set upped successfully the Bank Feeds in your Production Account, this error could reference as well to the second connection in your Sandbox Account.

Testing and troubleshooting further on any environment besides Production will affect the connection of the Bank Feeds, creating a series of problems in the Live Account.