Format Profile

Internal ID: formatprofile

Fields

Internal ID Type nlapiSubmitField Label Required Help
createdby select Created By false
createddate date Created Date false
customform select Custom Form false
description text Description false This is the description for your format profile record. In this field, you can enter a description to help you identify this format profile.
externalid text External ID false
financialinstitution select Financial Institution false This is the name of the financial institution record to which this format profile is associated. The name in this field is sourced from the parent financial institution record.
formatprofile text Format Profile true This is a required field that displays the name of the format profile record used to configure your bank data import. Use this field to enter the name of your format profile. For information about configuring format profiles, see Format Profile Creation.
id integer Internal ID false
internalid integer Internal ID false
isinactive checkbox Inactive false This check box indicates whether your format profile is active or inactive. You can check this box to inactivate the format profile. You cannot import bank data using a format profile that is inactive. If a format profile configured for automatic imports is inactive, no scheduled imports associated with the format profile can take place until you activate the record.
lastmodifieddate date Last Modified Date false
modifiedby select Modified By false
templatestored checkbox false
transactionparser select Transaction Parser true This is a required field that indicates the data parser that will be used to parse and retrieve bank data into something NetSuite can understand and use. For a parser to be available in the list, you must either create and upload one to NetSuite or use a plug-in provided by a SuiteApp. If you select a plug-in that supports parser configuration, the Parser Configuration subtab appears and is populated with configuration fields. For more information, see Transaction Parser Configuration.

Sublists

accountmapping - Account Mapping

Internal ID Type Label Required Help
accountmappingdescription text Description false
accountmappingid integer ID false
accountmappingkey text Account Mapping Key true
formatprofile select Format Profile true
isaccountmappinginactive checkbox Inactive false
mappednetsuiteaccount select Mapped NetSuite Account true

trancodemapping - Transaction Code Mapping

Internal ID Type Label Required Help
banktransactioncode text Bank Transaction Code true
creditdebit select Credit / Debit true
formatprofile select Format Profile true
istrancodemappingexclude checkbox Exclude false
istrancodemappinginactive checkbox Inactive false
netsuitetransactiontype select NetSuite Transaction Type true
trancodemappingdescription text Description false
trancodemappingid integer ID false