Welcome to ExtendInsights! Whether you’re brand new to our Excel integration app, need a refresher, or are a newly-added user, we’re happy you’re here. We also know that it’s often much easier to learn your way around a new app with a little expert help.
If that’s you, then you won’t want to miss this masterclass! We’ll have all the tips and tricks for using ExtendInsights, from putting searches on a schedule to leveraging Power Query to uploading data back to NetSuite or Salesforce, plus our newest AI Query Generator. There’s so much to learn—but we promise to make it easy!
Watch this 30 minutes of the top things to know when you start using ExtendInsights, including:
Drilling down to the original NetSuite record from your saved search results in Excel
Run searches on a schedule with files saved to OneDrive or SharePoint
Building templates to map records and fields to Excel
Uploading information back to NetSuite from Excel—without CSV!
Additional resources for you:
ExtendInsights Analytics | Learn about best practices when using ExtendInsights Analytics
ExtendInsights Data Management | Recommended practices for creating and maintaining NetSuite records in Excel
ExtendInsights Analytics | Step-by-step guidance on using AI-generated SuiteQL queries to extract data from NetSuite