Just starting a trial or need a refresher? Watch the video below for a technical overview.
Note, if your NetSuite role requires two factor authentication (2FA) please check out this article.
After watching the video come back here and take a deeper dive as needed.
- Login options
- What are templates, how to build them + tips
- Three ways to retrieve data from NetSuite
- How to create new NetSuite records in Excel
- Pick list (drop down) fields and CloudExtend Excel
- How to delete NetSuite records
- Streaming your saved searches into Excel (ask your NetSuite Admin to review this article (it provides instructions as to how to configure NetSuite to allow summary saved searches to stream into Excel)
- When to use Standard Upload vs. Burst Mode