ExtendInsights is able to read and write NetSuite metadata, ie custom fields, picklist values, etc. Below are the three ways to refresh NetSuite metadata via ExtendInsights. The approach varies depending on the type of metadata you wish to retrieve.

Step 1: Open a new tab or worksheet and enable Start with a Template.

Step 2: Select Create New Records with Template then select the template to refresh on the My Templates section.

If your organization has leveraged the ExtendInsights "Celigo CENS Metadata Setting Record" to account for instances where dependencies are not working or there's a need to add a workaround for account search etc.

To refresh the metadata for all the fields within the template, do the following:

Step 1: Open a new tab or worksheet and select Create New Records.

Step 2: Search for the record type for which configurations were added.

Step 3: Click the three dots then click Refresh. It will load all the custom fields and standard fields. Once the loading screen stops, cancel the operation and go back to your active sheet.

If a new value/s is added to the NetSuite and not visible in the picklist option inside ExtendInsights, you need to refresh the list to get the latest updates.

Step 1: Click on the cell of the active template and expand the picklist selection.

Step 2: Hit the three dots, and select Refresh.