Prerequisite

The below mentioned customizations require that your NetSuite Admin install the Celigo CloudExtend Excel bundle into your NetSuite Account. Learn how here.

If you have previously installed created your own custom record at the advice of our support team please ensure your NetSuite Admin has followed the instructions here before installing the bundle.

Accompanying video

Once the bundle has been installed you will be able to tweak the settings described below. Please note these settings are global and will affect all CloudExtend Excel for NetSuite users.

Since most settings have a 'batch size' you should have an understanding of what that means.

Batch size is the number of records sent to or from Excel to NetSuite for each operation. For example, if you had 600 records to delete and a deleteBatchSize set to 100 there would be 6 batches of 100 each sent to NetSuite. NetSuite processes the 1st 100 and returns results to Excel which then pushes the next batch of 100.

Increasing values beyond the default settings may cause issues such as time out errors. For example, if the batch size is increased but NetSuite is unable to process the increased amount of data within a certain time frame it will return a time out error.

Custom settings available for tweaking

  • deleteBatchSize
    Default value 100
  • downloadPageSize
    Default value 25
  • refreshBatchSize
    Default value 25
  • uploadBatchSize
    Default value 50
  • treatWarningsAsErrors
    Default value false
    When CloudExtend encounters a Warning from NetSuite (such as ‘Vendor Credit Limit exceeded) it could allow the record to be saved or rejected. By default CloudExtend will save the record and return a warning in yellow text in the Reserved Column. Change the default value to true to prevent the record from being saved. Error messages describing the reason it could not be saved would appear in the Reserved Column.

Modifying the data operations batch sizes for CloudExtend Excel for NetSuite

Your NetSuite Admin will need to locate the Celigo CENS Batch size Setting Record (installed by the bundle) and list the values (we suggest you tweak the default view to include 'value' and enable inline editing).

Example: The arrow below shows where to change the uploadBatchSize.

Using custom metadata setting record to workaround NetSuite API limitations

CloudExtend uses this custom metadata record customrecord_celigo_smartclient_meta  to workaround medata data limitations of NetSuite API. Following are a few cases where customers can benefit from these custom records.

  • Apply a search workaround for a picklist field whose values we are unable to get via NetSuite API calls because its read only or NS limitation. Ex: If a field is read only in user's default form and they want to see values for it in the filter page.
  • Defining metadata for custom segments: NetSuite API is yet to include the custom segments metadata in the response, we define the metadata in this custom record so that CloudExtend can pull it from this custom record. 
  • Custom fields dependencies: If a custom field is dependent on another custom field/standard field (or a custom segment dependent on another custom segment) metadata can be defined in these custom record and NetSuite does not provide this information via WebServices.

Contact Celigo Support below,if you run into these issue API limitations, CloudExtend team will help you define these custom records with proper metadata and can work around these define NetSuite API limitations.

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