In order to create and maintain records in NetSuite via ExtendInsights, there are certain best practices that we recommend you follow.
✅ Tip 1 - Review NetSuite permissions and prerequisites
✅ Tip 1 - Review NetSuite permissions and prerequisites
To validate the permission assigned per ExtendInsights user role. Go to Setup > User/ Roles > Manage Roles and make sure to have SOAP Web Services and User Access Tokens added and set to Full.
✅ Tip 2 - Install the performance bundle in NetSuite
✅ Tip 2 - Install the performance bundle in NetSuite
Use the ExtendInsights Excel bundle to customize the app and get access to advanced features. Read here to know how to install it and why it's important.
✅ Tip 3 - Build a good template
✅ Tip 3 - Build a good template
Prepare beforehand, know how your NetSuite form works and what it looks like. Build a template with a nice structure and organized information flow.
Open your NetSuite form - Know your header level and line level fields
Include mandatory fields
Use field Ids
💡 Note: Put all the header fields first and your line-level fields on the latter part of the template. This is helpful when creating records with multiple lines, all lines with identical header fields will be treated as one record.
✅ Tip 4 - Validate and push data to NetSuite
✅ Tip 4 - Validate and push data to NetSuite
Use Cell Operations (Picklist) values for the List field type in NetSuite (this inserts NetSuite internal ID behind the scenes). This will make the upload faster. 🏃🏽♀️ More on the Cell Operation feature here.
If known, use internal ID only in [[nnnn]] format for picklists
Copy and pasting or using formulas to get the data to the ExtendInsights template is possible but we recommend that the formula or values also include the internal ID noted in the format above to improve performance
Do not hide columns or rows from the active worksheet as they will not be ignored during an upsert operation
✅ Tip 5 - Share templates with others
✅ Tip 5 - Share templates with others
ExtendInisghts templates can be shared with other users, with no need to rebuild them from scratch.
An Admin can create a library of shared workbooks for each record type
Share or send template/workbooks to other ExtendInsights users
Save and store shared templates in your template library
Check out this article on how to share ExtendInsights templates with others
✅ Tip 6 - Background Upload (Enterprise Users)
✅ Tip 6 - Background Upload (Enterprise Users)
If you are working with a large data set or want to send data simultaneously to NetSuite from one sheet to another, then the Burst upload feature is for you.
Use when uploading a large number of lines or records (example: a 5,000-line Sales Order, a 10,000-line Journal Entry, or thousands of individual transactions)
You can continue working in Excel and even submit other ExtendInsights jobs while your job is processed in NetSuite in the background
You can even save the file and close Excel. The next time you open the workbook you will be notified of the status, and you can update your workbook with the latest results from ExtendInsights
Learn more about the Background Upload feature here
✅ Tip 7 - Maximum Performance
✅ Tip 7 - Maximum Performance
Change your scripts and workflows
When a user builds a workflow, they often only want it to run in the NetSuite UI. Because only one record is updated at a time the performance impact appears minimal. If, however, your workflow is also running in the context of SOAP web services it can dramatically slow down an upload because it will run on each record uploaded via ExtendInsights.
Check with your admin or developer and see if it's possible to de-select SOAP web services in your workflow or your script.
See other tips on how to maximize performance here.
✅ Tip 8 - Track NetSuite usage metrics
✅ Tip 8 - Track NetSuite usage metrics
It is possible to report on # of records updated, # of records created and # of records deleted using ExtendInsights by creating a saved search in your NetSuite account. Read all about it here.