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Oracle Netsuite
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Plugin Setup
Entity Bank Details
Entity Bank Details Bundle Import/Export
Updated 02 May 2024
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TABLE OF CONTENTS
Import Instructions
Step 1: Go to the Import/Export Tab
Step 2: Import CSV template
Step 3: Format and Fill Out CSV
Step 4: Upload the Formatted CSV
Step 5: Check Information
Export Instructions
Step 1: Go to the Import/Export Tab
Step 2: Export CSV template
Updating Existing EBD Records Using Import/Export
Step 1: Export CSV File
Step 2: Make edits to the CSV
Step 3: Import the edited Export file
Nuances/Exceptions
Field Requirements for CSV
Transferring Bank Details from Electronic Bank Payments bundle
Step 1: Go to the Import/Export Tab
Step 2: Generate CSV(s)
Step 3: Import CSV(s)
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