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FAQ: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to Enterprise

ExtendInsights Data Management | Learn how to upgrade edition

Updated this week

ExtendInsights for Data Management NetSuite Personal Edition users can upgrade to the Enterprise Edition to unlock advanced features designed for larger teams, higher data volumes, and more complex NetSuite environments.

This article explains what you gain by upgrading and how to get started.


🚀 Why Upgrade to Enterprise Edition?

Upgrading to the Enterprise Edition gives you access to features that improve performance, scalability, and flexibility.

Key Enterprise Features

  • Background Upload
    Upload large volumes of data to NetSuite without blocking Excel. Jobs continue running even if Excel is closed.

  • NetSuite Sandbox Support
    Work seamlessly with Sandbox and Production environments.

  • Multi-Subsidiary Support (OneWorld)
    Manage data across multiple subsidiaries in OneWorld-enabled accounts.

  • Enhanced Saved Search Support
    Work with Saved Searches that include:

    • Summary-level results

    • Detail-level results

    • Formula fields

  • Corporate Billing
    Centralized billing and license management for enterprise organizations.

💡 For the most up-to-date comparison between editions, refer to the ExtendInsights product page


How to Upgrade

To upgrade from Personal to Enterprise:

Our team will walk you through the upgrade process and help ensure a smooth transition.


What Happens After You Upgrade?

Once upgraded:

  • Enterprise features become available automatically

  • Existing templates and workflows continue to work

  • No reinstallation of the Excel add-in is required

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