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.