NetCash - Bank Connection Options
Overview
NetCash offers several ways of bringing bank transaction data into NetSuite. The right method depends on the bank. This article summarizes the available options and links to the detailed setup article for each.
Available Connection Methods
| Method | When to Use | Setup Article |
|---|---|---|
| Netgain Direct API | JP Morgan, KeyBank, Bank of America, Wells Fargo, or US Bank. | NetCash Direct API Connection by Netgain |
| Match Bank Data | The NetSuite environment already has a working bank feed via Match Bank Data. | NetCash Bank Connection via NetSuite's Match Bank Data |
| Plaid / Finicity | US-based banks supported by Plaid or Finicity. | NetCash Bank Connection via Plaid/Finicity - US Banks |
| GoCardless | European Union banks. | NetCash Bank Connection via GoCardless - European Union |
| Skript | Australian banks. | NetCash Bank Connection via Skript - Australian Banks |
| Manual / CSV Import | Any bank without a supported direct or third-party connection. | NetCash Manual Bank Connection |
Considerations
- The five banks listed under Netgain Direct API always use that connection when the customer is on the corporate platform of one of those banks. It is the most reliable option for those institutions, supports direct troubleshooting by Netgain, and is tailored to NetCash fields. If the customer is on the consumer version of one of those banks rather than the corporate platform, Plaid/Finicity or CSV import is acceptable.
- Match Bank Data is only viable when a bank feed is already live in NetSuite. Netgain does not troubleshoot Match Bank Data issues - the bank feed must be working correctly in NetSuite first.
- Sandbox testing is recommended for connections via Plaid, Finicity, and GoCardless. Please note that sandbox testing is not available for Skript connections. Follow the instructions linked above to test connections in sandbox.
- UK banks are not currently supported by any direct or third-party connection. CSV import is the only option.
Questions?
Please reach out to us to get more information on your particular bank.
