Role Required: NetSuite Administrator
The Bank Connect bundle will need to be updated in NetSuite periodically. You will receive release notes to indicate when a new bundle is available.
Navigate to Installed Bundles by selecting Customization → SuiteBundler → Search & Install Bundles → List from the main navigation bar. Then, find the Bank Connect bundle in the list of bundles installed in your NetSuite tenant.
In the Action column, hover on the gear icon. Click Update to install the latest version of Bank Connect.
Follow the wizard to update Bank Connect powered by Koxa.
- You will have an opportunity to review the bundle contents during within the wizard.
- Choose Merge Data for each row under Lists to ensure custom lists are retained; you may choose to Update Users to update their Bank Connect dashboard functionality.
Updating installations in your tenant is managed on NetSuite infrastructure and may take up to an hour. You will be redirected to the Installed Bundles page where you can view the status of the installation.
- If the installation is not complete, the Status column displays the percentage of installation progress.
- If the installation is complete, the Status column displays a check mark.
- If installation fails, you can re-install from this page.
You can access the Installed Bundles page directly by navigating to Customization → Suite Bundler → Search & Install Bundles → List