Learn how to use ExtendInsights Data Managmement
26 articles
Working with Templates
ExtendInsights Excel uses templates to map NetSuite records and fields to Excel. We will show you how easy it is to create one!
Working with Templates: What is ExtendInsights Template and how to build one?ExtendInsights Data Management | Learn what ExtendInsights template is and how to build from scratch
Working with Templates: Finding your NetSuite field names in the template builderExtendInsights Data Management | Learn how to correlate display names to field ID
Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my ExtendInsights Template builder?ExtendInsights Data Management | See settings on how to show NetSuite fields Ids
Working with Templates: Using picklists (Cell Operations)ExtendInsights Data Management | Check out enhanced feature of using picklist values
Working with Templates: Error notificationExtendInsights Data Management | Know the different color notifications when errors or warnings are prompted by NetSuite
Working with Templates: Sharing TemplatesExtendInsights Data Management | Learn how to share a template with other users in your organization
Working with Template: Delete your templatesExtendInsights Data Management | Know how to delete ExtendInsights templates
Working with Templates: Managing your TemplatesExtendInsights Data Management | How to manage your templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: Why do I not see all my fields when building a template in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | When building a template in ExtendInsights not all of the fields are showing
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?ExtendInsights Data Management | Using internal ID's with the CloudExtend Excel Data Management for NetSuite
Working with Templates: Can I rename the field names in my ExtendInsights for Data Management NetSuite table?ExtendInsights Data Management | Renaming Header names in Excel
Working with Templates: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Rearranging fields in a template
Working with Templates: Creating templates for NetSuite custom transaction typesExtendInsights Data Management | Learn how to create ExtendInsights Excel templates for NetSuite custom transaction types
Working with Templates: Refreshing picklist values in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to refresh picklist values
Retrieve Data
There are 3 ways to pull existing records from NetSuite
Retrieve Data: How to Retrieve Data using NetSuite internal IdsExtendInsights Data Management | A guide on how to pull recording using Internal Id
Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved SearchExtendInsights Data Management | Learn how to pull records using Saved search
Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data FilterExtendInsights Data Management | Learn how to create data filter to retrieve records from NetSuite
Retrieve Data: Global Filters across Multiple WorkbooksExtendInsights Data Management | Access your filters across workbooks, in different browsers
Retrieve Data: Can I filter records by fields with no value in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Filtering fields with no value
Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | Have existing records to update in NetSuite? Learn the steps on how to make changes to a record
Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | See different ways to create records using ExtendInsights templates
Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn the steps on how to remove a line or delete an entire record
Manage Records: ExtendInsights for Data Management NetSuite Background UploadExtendInsights Data Management | Learn how the Background Upload works
Manage Records: How to update 1 row, multiple rows, or all rows using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | With ExtendInsights you can upsert 1 or more rows from Excel back to NetSuite
Manage Records: Updating Select Lines with ExtendInsights for Data Management NetSuite without losing dataExtendInsights Data Management | Learn how to use Replace All to update only select lines on a record