Install Bank Connect

Role Required: NetSuite Administrator

Before activating Bank Connect, you will need to install the Bank Connect powered by Koxa bundle in your NetSuite tenant.

1. Navigate to Customization → SuiteBundler → Search & Install Bundles from the main navigation bar.

2. Search for Bank Connect by the bundle ID: 452682 or by name: bank connect koxa. Select Bank Connect powered by Koxa.

3. Click Install and follow the wizard to complete the installation.

   • You will have an opportunity to review the bundle contents within the wizard.
   • Choose Preserve Data to ensure custom records — like payment types — are installed with your bundle.

4. You will be redirected to the Installed Bundles page where you can view the status of the installation. Installation to your tenant is managed on NetSuite infrastructure and may take up to an hour.

   Installation Stages:

   • Pending: NetSuite is preparing to install the bundle. 
   • Percentage of installation: Installation is in progress.
   • Check mark: Installation is complete.

If you do not see any of the statuses above, the installation may have failed. Follow the steps again to re-install the bundle. 

You can access the Installed Bundles page directly by navigating to Customization → Suite Bundler → Search & Install Bundles → List