NetSuite Electronic Payment - Update the existing Entity Bank Details of employee or vendor records via CSV

With NetSuite Electronic Payments module, users may need to update the existing Entity Bank Details under the Bank Payment Details (Generic) subtab of the employee or vendor records. 

Before starting the import, make sure that Run Server SuiteScript and Trigger Workflows checkbox is enabled in CSV Import Preferences.

Perform the following steps:

1. Navigate to Customization > Lists, Records & Fields > Record Types.

2. Click Entity Bank Details.

3. Mark the Show ID box = True

4. Click Save. 

Note: This will display the internal id (ID) of the Entity Bank Details under the Bank Payment Details (Generic) subtab of the employee or vendor records.  You can make use of the said ID of the Entity Bank Details as the unique identifier when updating the existing record via csv.

In this example, we will update the bank account number and bank number of the entity bank details of the employee and vendor records.

Here are the steps for the import process:

    1. Create a csv file with the following fields and their field values - ID, Bank Account Number and Bank Number.

    Note: You can go to the employee and vendor records' entity bank details to get the ID or create an Entity Bank Details saved search.

    2. Once you have the csv file, navigate to Setup > Import/Export > Import CSV Records.

    3. Import Type = Custom Records

    4. Record Type = Entity Bank Details

    5. Select your CSV file > click Next.

    6. Data Handling = Update

    NOTE: Click on Advanced Options then under the Custom Form, select Standard Entity Bank Details Form.

    7. Field Mapping:

               ID = Internal ID

    Bank Account Number = Bank Account Number

    Bank Number = Bank Number

    

    8. Click Next

    9. Enter an Import  Map Name (optional) then click Save & Run.