NetSuite Bank Feed

The Airwallex and NetSuite Bank Feed connection automatically syncs Airwallex wallet transactions to NetSuite, helping you reconcile transactions without manually importing statements. A dedicated bank feed is created in NetSuite for each connected currency balance. The initial sync sends the preceding 24 hours of transactions. After that, transactions sync hourly.

This setup guide covers:

• Part 1: Prepare your NetSuite account
• Part 2: Connect NetSuite in Airwallex
• Part 3: Link NetSuite bank accounts to Airwallex feeds
• Managing your Bank Feed connection
• FAQs and troubleshooting

Setup instructions

Part 1: Prepare your NetSuite account

Before connecting NetSuite in Airwallex, install the Airwallex bundle, enable the required NetSuite features, and generate the credentials needed to authorise the connection.

1.1 Install the Airwallex bundle

1. Sign in to NetSuite as an Administrator.

2. Go to Customization > SuiteBundler > Search & Install Bundles.
   
   
    

3. Search for Airwallex: Bank Feed, Expenses and Bills (Bundle ID: 486224).
   
   
    

4. Select the bundle, then select Install.
   
   
    

5. Installation is complete when the status shows a check icon.
   
   

1.2 Enable required features

1. Go to Setup > Company > Enable Features.

2. Under the SuiteCloud tab, enable:

   • REST Web Services
   • Token-Based Authentication

3. Select Save.

1.3 Create or assign the Airwallex Bank Feed Role

You need an employee record with the Airwallex Bank Feed Role to generate credentials.

• If an employee record already exists, open the employee record, go to the Access subtab, and add the Airwallex Bank Feed Role if it is not already assigned.

• To create an employee record, go to Lists > Employees > Employees > New. Complete the required fields, then under Access, select Give Access, add the Airwallex Bank Feed Role, and save.
  
  

1.4 Generate your Consumer Key and Consumer Secret

1. Go to Setup > Integration > Manage Integrations > New.
   

2. Enable Token-Based Authentication only. Do not enable other options.

3. Select Save.

4. Copy the displayed Consumer Key and Consumer Secret.
   
   
   These values are shown only during initial setup. Save them securely in a password-protected document; copy and paste the values rather than saving a screenshot.

1.5 Generate your Token ID and Token Secret

1. Go to Setup > Users/Roles > Access Tokens > New.

   • Alternatively, an Administrator can select Manage Access Tokens from NetSuite home-page settings, then select New My Access Token.
     
     
      

2. Enter the following:

   • Application name: Select the integration application created in the previous step.
   • User: Select the employee record with the Airwallex Bank Feed Role.
   • Role: Select Airwallex Bank Feed Role.
   • Token name: Keep the default value.

3. Select Save.

4. Copy the displayed Token ID and Token Secret.
   
   
   These values are shown only during initial setup. Save them securely in a password-protected document; copy and paste the values rather than saving a screenshot.

1.6 Find your Account ID and Script ID

You will also need the following details:

• Account ID: Check the subdomain in your NetSuite URL.
  
   

• Script ID:

  1. Go to Customization > Scripting > Scripts.
  2. Search for bankfeeds_rest.js under SCRIPT FILE.
  3. Use its INTERNAL ID as the Script ID.
     

Part 2: Connect NetSuite in Airwallex

1. Log in to your Airwallex account.
2. Go to Settings > Connections.
3. Select the NetSuite tile, then open NetSuite Bank Feed and select Connect.
4. Enter your NetSuite connection details to authorise the account:
   • Consumer Key
   • Consumer Secret
   • Token ID
   • Token Secret
   • Account ID
   • Script ID

5. Map your Airwallex entities to the corresponding NetSuite subsidiaries.
   
   
    

6. Map each Airwallex wallet currency to the corresponding NetSuite bank account.
   
   

Create NetSuite bank accounts in the required currencies before completing the currency mapping. The relevant currencies must also be enabled in NetSuite under Lists > Accounting > Currencies.

Part 3: Link NetSuite bank accounts to Airwallex feeds

After connecting in Airwallex, set up Airwallex as a Financial Institution in NetSuite and link the accounts.

3.1 Create the Airwallex Financial Institution and format profile

1. Go to Setup > Accounting > Financial Institution.
2. In FINANCIAL INSTITUTION, enter exactly Airwallex, then select Save.
   
   
    

3. Open the Format Profile: Configuration subtab and select Add.
   
   
    

4. Enter the following values, then select Save:
   

   • Profile Name: Airwallex, or your preferred profile name
   • Profile Type: Bank Reconciliation
   • Connectivity Method: Onlineone | PGN | Airwallex Bank Feeds
   • Transaction Parser: Onlineone | PGN | Airwallex Parser

Only use Airwallex for the Financial Institution name. Any other name prevents Airwallex from retrieving information from NetSuite.

3.2 Complete Accounting Linking

1. Select Accounting Linking.

2. Under Linked GL Account, select the appropriate NetSuite bank account for each Airwallex bank account.
   
   
    

3. Confirm that this mapping matches the configuration in the Airwallex web app.

Airwallex bank feeds appear in NetSuite as Airwallex_{Account nickname}_{Currency}. If the mappings do not match, Airwallex displays an error. Until you complete account linking, transactions will not appear on the Match Bank Data screen.

To update an account link later, go to Setup > Accounting > Financial Institution > List, open the relevant Financial Institution, and edit its Format Profile configuration.

Managing your Bank Feed connection

To manage your connection, go to Settings > Connections in Airwallex and select NetSuite Bank Feed.

From the connection page, you can:

• Edit the currencies and bank-account mappings that sync to NetSuite.
• Reconnect if NetSuite credentials or authorisation need to be refreshed.
• Disconnect the Bank Feed by selecting Disconnect in the top-right corner. Transactions will no longer sync after disconnection.

FAQs and troubleshooting

How often do transactions sync?

Airwallex sends the preceding 24 hours of transactions during the initial sync. Subsequent transactions sync hourly.

How can I view transactions older than 24 hours?

Transactions older than the initial 24-hour sync window must be entered or uploaded manually in NetSuite. Contact your NetSuite Account Manager for guidance.

My transactions are not syncing. What should I do?

1. Go to Settings > Connections and open NetSuite Bank Feed.
2. Check for an error message on the connection page.
3. If an error is shown, follow the prompts or select Reconnect to reauthorise the connection.
   
   
    

4. If the issue continues after reconnecting, contact Airwallex Customer Support.