ExtendInsights has a new layout designed to make the app more intuitive and put the focus on what you want to do.
Take a look at the new interface! ✨
ExtendInsights Workspace
Once a template is loaded into Excel it can be used to retrieve and/or update data from NetSuite. It can even create new NetSuite records and delete records using Excel.
Template Structure
Let's know the different parts of the template.
Row 1 - Mapping Syntax
Row 1 is reserved to hold the names of the NetSuite fields and should not be edited unless you are a power user (the names are hidden but can be exposed by clicking in a cell on Row 1).
Row 2 - Table Headers
Table headers (Row 2) can be freely edited to make the field names more user-friendly.
Picklist Selection
We have redesigned the picklist panel from where users can select values for a select field. Click here to learn more about this feature.
Reserved field for Error Messages (Column A)
Column A is the container of the error messages when sending data to NetSuite. See different color-coded notifications and learn their differences.
Menu
The Menu page will show you the status of the upload, and switch to different NetSuite roles and environments. You can also change the theme color of the ExtendInsights application from light, dark, or based on your system settings. Pick the theme of your choice.
👉 Get familiarized with the Menu options here.
Template Toggle Button
If it's your first time creating a template, keep this turned off. If you have saved templates, toggle this on and select the template you want to use! It's that easy. From there you can do the following:
Search and Download
Create a brand new template or use an existing template to pull a subset of records from NetSuite by using filters or saved searches.
👉 See how to use the Search and Download feature.
Create New Records
Create records from scratch or manage existing records in NetSuite this is an option for you!
👉 Let's get started! Let me show you how to create brand-new records and manage existing ones. It's very easy!
Need Help Button
Hit the Help button and get in touch with our awesome support team to help you!
If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at cloudextend-success@celigo.com.