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ExtendInsights for Data Management NetSuite
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106 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
Admin: ExtendInsights for Data Management NetSuite can be installed by your Office 365 AdminExtendInsights Data Management | Learn how Admins can install ExtendInsights Apps for multiple users at once
Admin: ExtendInsights for Data Management NetSuite BundleExtendInsights Data Management | Learn how to install and use the CloudExtend Excel bundle to customize the app
Admin: ExtendInsights for Data Management NetSuite Setup Guide (Enterprise)ExtendInsights Data Management | Guide to help streamline your setup
Admin: Add New Users to ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Admin's checkpoint for new users of ExtendInsights
Licensing: How to manage ExtendInsights for Data Management Enterprise Licenses and Administer UsersExtendInsights Data Management | Logging in and managing ExtendInsights Data Management Users
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights!
🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!ExtendInsights Data Management l Guides and resources to ensure you are setup for success
End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to login
End-User: Getting Started Guide for ExtendInsights Data ManagementExtendInsights Data Management | End-User Getting Started Guide
End-User: Install ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to install ExtendInsights
Best Practices for ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn about the best practices when the application
Settings: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade editions
Settings: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | It is recommended that the Cache and Cookie settings be updated as described in this article
FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | Learn how ExtendInsights handles queues, concurrency limits, and best practices for maximizing performance
FAQ: Configuring ExtendInsights for Data Management NetSuite to treat warnings as errorsExtendInsights Data Management | How to configure ExtendInsights to treat warnings as errors
FAQ: Templates not available when trying out ExtendInsights Excel AppExtendInsights Data Management | Where are my templates
Learn How To Get Support For ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Can't find what you are looking for? Learn how to get more support here
How-To's
Learn how to use ExtendInsights Data Managmement
Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights. Watch and learn how to use the application
Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Upload New Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | See how you can create Journal Entries
Upload New Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Watch how you can create new Purchase Order
Upload New Sales Order via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
Importing Credit Card Statements into NetSuite as Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and Prospects via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create leads and prospect with Customer template
How to Create Transfer Order via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create a transfer order via Excel
How to Create and Manage Budget Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage Budget Records
How to Create Inventory Adjustment via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create inventory adjustment
Creating Serialized Assembly Items with Components via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Item Receipts for Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Save time creating item receipts using ExtendInsights
How to Create Expense Reports via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Expense Reports
Creating and Managing NetSuite Promotion Codes via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price List via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to manage vendor price list
Creating Bill of Materials and BOM revisions via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Bill of Materials and Bill of Material Revisions
Creating, Editing, and Viewing NetSuite Quotes in Excel via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
Making a Hyperlink back into Excel Workbook via ExtendInsights Data ManagementExtendInsights Data Management | See instructions on how to generate hyperlinks and upload them to NetSuite
Assigning Multiple Companies (Customers/Projects) to a Contact using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to assign multiple company fields of a contact record
Create Multiple Work Orders using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create Work Orders
Create NetSuite Cash Sales Faster In ExcelExtendInsights Data Management | Learn how to create Cash Sales using the app
How to Remove Extra Quantity and Price Level on Inventory ItemsExtendInsights Data Management | Let's explore how to remove extra quanity pricing using the app
How to Create NetSuite Return Authorization for a Sales OrderExtendInsights Data Management | Find out how to use the app to create a NetSuite Return Authorization
How To Create NetSuite Item Receipts from Return Material Authorization in ExcelExtendInsights Data Management | Learn how to bulk import NetSuite Item Receipts from customer RMA's
Applying Customer Payment to an Invoice via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to apply payment to invoices
Updating Expected Receipt Date for Purchase OrdersExtendInsights Data Management | Know how to easily update the Expected Receipt Date for Purchase Orders
Create a Bank Deposit Record Linked to a Cash SaleExtendInsights Data Management | Learn how to create deposit payment via the ExtendInsights app
Creating Inventory Cost Revaluation in MassExtendInsights Data Management | Learn how to create Inventory Cost Revaluation for a Purchase Order
Project Task Upload ManagementExtendInsights Data Management | Manage project tasks using the app in a few clicks
FAQs
Frequently asked questions for ExtendInsights for Data Management NetSuite
Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | See frequently asked questions about the new version of the application
FAQ: How to Default to Background UploadExtendInsights Data Management | Learn how to default to Background upload
FAQ: How to manage records using Multi-Select FieldExtendInsights Data Management | Learn how to create and update records for multi-selct field
FAQ: How to Refresh MetadataExtendInsights Data Management | This article will show you different ways to refresh your custom fields and picklist values
FAQ: Determine the NetSuite connection you have for ExtendInsights Data ManagementExtendInsights Data Management | Know when you are connected to NetSuite Production, Test Drive or Sandbox
FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Know the different setting and options you can do when going to the Menu
FAQ: Real-time and Background UploadExtendInsights Data Management | Learn the two methods of upload using ExtendInsights
Why we're building the next generation of ExtendInsights for Excel Data Management NetSuiteExtendInsights Data Management | Learn why we're building it, what's new, and how to install it
Product Overview: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Know what our product is all about
The Interface - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Experience the new ExtendInsights interface
New Features! ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn about the new features
Feature Comparison Table: ExtendInsights Data Management Legacy vs New versionExtendInsights Data Management | See comparison chart of the differences between legacy and production version
ExtendInsights for Data Management NetSuite RoadmapExtendInsights Data Management | Learn about what we're considering building, what we're building now, and what was recently released
FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn more about the new design in using cell operations panel
FAQ: Deprecation/Removal of Raw download and Search JoinsExtendInsights Data Management | Some features not included in the new version
FAQ: Does ExtendInsights for Data Management NetSuite support custom segments?ExtendInsights Data Management | Use Custom Segments with ExtendInsights
FAQ: ExtendInsights Operations ExplainedExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates
FAQ: How are workflows/scripts affected when updating or creating records using ExtendInsights Data Management?ExtendInsights Data Management | Learn how workflows/scripts affect when managing data using ExtendInsights
FAQ: Regional date formats with ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to work with date formats in regions other than the US
FAQ: Limitations with Matrix Items using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn the limitations of managing matrix items
FAQ: Using a formula to remove the bracketed internal ID of a fieldExtendInsights Data Management | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
FAQ: How To Assign SOAP Web Services Permission To A Role?ExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
FAQ: ExtendInsights for Data Management NetSuite usage metricsExtendInsights Data Management| Learn how to report on usage
How to obtain Web Service Logs and Global Search LogsLearn how to retrieve log files and send them to support
FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Learn how to override default settings such as custom batch sizes and treat warnings as errors
FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally
Tips & Tricks
Tips & Tricks when using ExtendInsights Data Management
Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work fasterExtendInsights Data Management | Use macros to insert formulas or create templates for other repetitive tasks
Tips & Tricks: Tips to avoid overwriting the Amount value on a transactionExtendInsights Data Management | The line total amount is not equal to the item price times the quantity
Tips & Tricks: Can I create and update records using External ID in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Using the External ID in ExtendInsights for Data Management
Tips & Tricks: How can I create a custom price for an item(s) using ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Creating a custom price using ExtendInsights
Troubleshooting
Experiencing difficulties? Take a look at the articles for step-by-step instructions on resolving them!
Troubleshooting: Getting stuck at the login page of Excel AppExtendInsights Data Management | Know what to do when you cannot login to ExtendInsights app
Troubleshooting: Formula not CalculatingExtendInsights Data Management | See steps how to fix issues when your formulas are not working in Excel
Error: I have access to all fields on the record but still getting an errorExtendInsights Data Management | Resolving read-only, the associated feature is disabled, field available when updating records
Troubleshooting: Why aren't my custom fields displaying in ExtendInsights for Data Management NetSuite when trying to build a template?ExtendInsights Data Management | If you're unable to see custom fields as you create templates don't despair, here's the solution