Using the refresh action is a really great way to help ensure your template is syncing with the proper NetSuite fields. Try it out! Load your template and follow the steps below.

Step 1

Take an internal ID from NetSuite and paste it into the Internal ID field of the template you loaded. While the cursor is still in the same row as the internal ID click on the Refresh action at the bottom right of the add-in and then on Refresh in the middle of the add-in and it will populate all the fields in your template.

Step 2

Your results stream in and you can start validating your data (you can even make changes and push them back up to NetSuite.

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