ExtendInsights for Data Management NetSuite helps teams create and update NetSuite records directly from Excel, without relying on the NetSuite UI or CSV uploads. By turning Excel into a secure, real-time data management workspace, ExtendInsights saves time, reduces errors, and streamlines everyday NetSuite operations.
Users can work with NetSuite data in familiar spreadsheets while ExtendInsights handles validation, security, and communication with NetSuite behind the scenes.
What Problems Does ExtendInsights for Data Management Solve?
Many bulk data tools stop at importing data into Excel and pushing it back to the source system. Everything in between validation, lookups, error handling, and reprocessing is left to the user.
ExtendInsights takes a different approach.
It not only simplifies importing and exporting data but also makes working with NetSuite data in Excel intuitive, guided, and reliable.
š Learn why we are building the next generation of ExtendInsights for Data Management NetSuite!
Making bulk data management fun and fast
Many bulk data management tools work with popular cloud services. The majority of them support Microsoft Excel in some form. But, all of them only do two things at the most: bring data into Excel and push that data back to the cloud. Everything in between is left to the user to work out on their own. This is where ExtendInsights Excel is different: Not only does it make data import and export a breeze, it makes working with the data in Excel a treat.
One example is our Auto-Complete feature.
Our customers love the fact that they donāt need to remember or look up IDs from their cloud service when they need to set values in a reference (aka picklist) field. All they need to remember is part of the name that they are trying to reference. Type that into the cell in Excel and tab out. ExtendInsights Excel will find the right value from among all the possible values and fill it in. If thereās no match, the user receives a visual warning in the cell. The feature is backed by some complex caching and disambiguation logic to ensure minimal disruption to the userās workflow.
Other key features provided by the product include:
Extensive ongoing support for NetSuite record types
Asynchronous, āburst modeā uploads for non-blocking, mass updates that allow for updates to happen in the background, even if Excel is closed.
Strict adherence to NetSuiteās native security and permissions model
Ad-hoc search and filtering of NetSuite data, right from the Excel application
Real-time validation and feedback on success, errors, or warnings
Trusted by NetSuite Leadership
Perhaps the productās most profound validation came from Evan Goldberg, Founder, and CTO of NetSuite, who posted this on the NetSuite User Forum:
āExtendInsights for Data Management NetSuite (formerly,CloudExtend Excel for NetSuite) is a great product, I encourage everyone to have it available for at least some of their users.ā
Learn More
š Getting Started: ExtendInsights for Data Management NetSuite
š Best Practices Guide
š Celigo University ā ExtendInsights Data Management for NetSuite Course