Netsuite Bank Feeds

Back to Bank Feeds

Setting up a Netsuite Bank Feeds Workflow with Rutter


Rutter API enables you to support setting up Bank Feeds for your customers' accounting instances. This allows you to sync bank transaction data into the instance to enable reconciliation for an accountant which ensures the accuracy and validity of your customers' books.

  1. Connect to a business entity’s accounting system using Rutter Link. See Getting Started for more info on creating your first connection.
  2. Onboard your customers to Netsuite Bank Feeds to establish a connection between their bank account and their accounting instance.
  3. Continuously sync transaction data into the accounting instance to enable reconciliation.

Create a Connection

Embed Rutter Link into your application and walk through an end to end business authentication flow in order to create a new Connection. This Connection represents the business accounting system and contains an access_token used to read and write data for that instance. Please make sure to include the Bank Feed Account and Bank Feed Transaction objects within your Data Sync Configuration through the Rutter dashboard (

See our Getting Started guide for more information on creating your first Connection.

Gaining Access:

  1. Please reach out to Rutter if you'd like access to this feature after a Rutter connection has been established with your User's Netsuite instance. Ensure your User's "AccountLink" Netsuite bundle is updated to at least Version 26. We will then configure your User's bundle with the required resources programmatically.

Note: Please ask your Netsuite Users not to manually update or uninstall & reinstall the "AccountLink" bundle once we have configured the bundle as this will remove the resources required for this feature. If this happens, please reach out to Rutter and we will reconfigure the bundle for you.

Create a Bank Feed Account

You now can use Rutter’s POST /bank_feeds/accounts API to establish the feed connection. The feed_status field of the posted Bank Feed Accounts will be active upon successful creation.

Creating your first Bank Feed Account in a Netsuite instance will do two things:

  1. A new Financial Institution will be created in the Netsuite Instance with your organization’s name.
  2. A connection will be established between the Financial Institution bank account and the GL account specified in the account_id input field. Note: The GL account representing the Financial Institution bank account may or may not exist yet within the Netsuite instance. Use our LIST /accounts API to find the Rutter ID of an existing one, or our POST /accounts API to create one.

The new Financial Institution will appear in the “Financial Institutions List” Tab in the Netsuite UI and the new Bank Feed Account will appear under “Format Profile”. Subsequent Bank Feed Accounts will attach to the same Financial Institution and appear in the Format Profile list.

Financial Institution page example

Once the first Bank Feed Account is created, you can now start syncing Bank Feed Transactions.

Sync Bank Feed Transactions

To sync transaction data for a Bank Feed Account, use the POST /bank_feeds/transactions API. We suggest syncing transactions every 24 hours, though this can be done at any frequency you prefer.

After you have synced transactions to Rutter, Netsuite will ingest these transactions automatically at a 24 hour cadence. All Bank Feed Transactions contain a platform_ingested field which represents whether it has been successfully sent to the third party accounting system.

Netsuite Bank Feed Transactions can be seen in the “Match Bank Data” tab of the Netsuite UI, where it’s used by finance teams for reconciliation.

Match Bank Data page example

There are two ways that Netsuite ingests transactions from Rutter:

  1. Netsuite will automatically run a sync for the latest transactions for every active Bank Feed Account every 24 hours.
  2. The end user can click on the “Update Imported Bank Data” button in the “Match Bank Data” tab to trigger a manual sync for the latest transactions. Triggering a manual sync can only be done once per hour per GL account.

Once the bank transaction data has been successfully ingested by Netsuite, the end user can now reconcile the bank transactions against accounting transactions.

Transaction Syncing Rules

  1. Only sync transactions that have been marked as posted by the Financial Institution.
  2. transaction_id's within a list of transactions in a POST request must be unique, otherwise the input will be rejected. If you are unsure whether a transaction has been synced before in a previous POST request, you can still include the transaction in the request and Rutter will handle the deduplication. The POST response for an already synced transaction_id will include a duplicate: true field, as well as the data that was previously synced- the new input will not override the previously synced data.
  3. You must provide at least one transaction per sync request, and at max 1000.
  4. We suggest syncing transactions every 24 hours, though this can be done at any frequency you prefer.

As always, please reach out to if you have any questions about building your Netsuite Bank Feeds integration. We're happy to help!