What Are Templates?

Templates are used by CloudExtend Excel to map NetSuite records and fields to Excel. The CloudExtend Excel Add-In allows fields to be selected via an easy to use interface. When a template is loaded on a Worksheet it becomes an Excel table. 

See this short video and and read below.

Row 1 is reserved to hold the names of the NetSuite fields and should not be edited unless you are a power user (the names are hidden but can be exposed by clicking in a cell on Row 1). Table headers (Row 2) can be freely edited to make the field names more user friendly.  Once a template is loaded into Excel it can be used to retrieve and/or update data from NetSuite. It can even create net new NetSuite records and transactions.

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