ExtendInsights Data Management provides multiple ways to retrieve data from NetSuite. One common and powerful method is using NetSuite Saved Searches to pull a specific set of records directly into Excel.

This article covers:

How to retrieve data when you don’t have a template yet
How to retrieve data using an existing template

Choose Your Path

New to ExtendInsights / No template yet → Search and Download
Already have a template → Search and Download with Template

How to Download Data Using a Saved Search (No Template)

If you’re new to ExtendInsights and want to pull a subset of data from NetSuite, you can create a template and download data in one flow.

Watch the video or follow the steps below.

Step 1: Start Search and Download

From the ExtendInsights welcome screen, click Search and Download.

Step 2: Select the Record Type

Type or scroll to select the NetSuite record or transaction type.
ExtendInsights supports standard records and Custom Records.

Example: Vendor Bill

Step 3: Select Fields for the Template

Search or scroll to find fields.
Check the box next to each field and click Add fields.
Use the + icon to add more fields as needed.

Step 4: Apply a Saved Search Filter

Click Continue, then select Yes.
⚠️ Loading a template clears existing data on the worksheet.
Turn on Apply Filters.
Select Using Saved Search.

Step 5: Download Data

Choose the Saved Search you want to use.
Select the filter to apply.
Click Download Data to stream records from NetSuite into Excel.

💡 Tip:
You can create multiple filters and switch between them as needed.

Step 6: Save the Template

Turn on Save As Template.
Click Save and Download to load and save the template for future use.

How to Download Data Using a Saved Search (Existing Template)

If you already have a template and want to pull NetSuite data into it.

Watch the video or follow the steps below.

Step 1: Start with a Template

Ensure Start with a Template is turned ON.
Click Search and Download with Template.

Step 2: Select the Template

Choose the template you want to use.
Click the Play button to proceed.

Step 3: Apply Filters

Turn on Apply Filters.
Reuse an existing Saved Search filter, or
Click the + icon to add new Saved Search criteria.

Step 4: Download Data

Click Save and Download.
ExtendInsights will stream the Saved Search results into your template.

💡 Tip:
You can create and store multiple filters, then switch between them easily.

About Saved Search Filters

Filters are global to your NetSuite account
Available across:
- Different workbooks
- New Excel files
- Desktop or Excel Online
As long as you’re connected to the same NetSuite account, your filters remain available

➡️ Learn more about global filters here