Installation and setup

To configure the Credit Card Import SuiteApp, follow the steps below. 

1. Bundle Installation
2. Create a folder to store the statement files
3. Create Credit Card Configuration record for every credit card account
4. Create Multiple Statement Configuration records if you want to import one file for multiple credit card accounts
5. Set up additional fields to populate a custom field to the transaction
6. Create custom matching rules
7. Customize roles & permissions