ExtendInsights for Data Management NetSuite lets you access, create, update, and delete NetSuite records directly from Excel in real-time and with a single click. Use familiar Excel tools to manage NetSuite data across multiple record types without relying on CSV uploads or the NetSuite UI.
This guide helps you get started and understand the most common workflows.
Who Is This For?
ExtendInsights for Data Management is used by teams across the organization, including:
Finance
Sales and Marketing
Operations
NetSuite Administrators
Any NetSuite user who manages data in Excel
🎥 Start with the Overview Video
We recommend watching the short all-in-one overview video, then following the sections below to get hands-on.
Step 1: Install and Log In
Step 1: Install and Log In
Install ExtendInsights
Install the ExtendInsights Excel add-in from Microsoft AppSource
Open Excel and launch the ExtendInsights task pane
Log In
Sign in using your Microsoft or Google account
Select the correct NetSuite role and environment
Confirm Your NetSuite Connection
Verify whether you’re connected to Production, Sandbox, or Test Drive
The panel color indicates the active environment
Step 2: Understand Templates
Step 2: Understand Templates
What Are Templates?
Templates define how Excel maps to NetSuite records. Each template represents a specific NetSuite record type and controls what data can be retrieved or updated.
Choose a NetSuite record type
Select fields to include
Save the template for reuse
Use the Template Builder to search and select NetSuite field names—no need to look them up manually.
ExtendInsights provides visual, in-cell feedback to guide your work:
Success indicators
Warnings for missing or invalid values
Errors that must be corrected before upload
This helps you fix issues immediately, directly in Excel.
Step 3: Use the ExtendInsights Workspace
Step 3: Use the ExtendInsights Workspace
Once a template is loaded, Excel becomes your workspace for NetSuite data.
You can:
Retrieve existing records
Update records
Create new records
Delete records (where permitted)
All actions respect your NetSuite role permissions.
ExtendInsights Operations
ExtendInsights simplifies NetSuite data management through action buttons in the Excel add-in. These buttons let you:
Download records
Create New or Upload changes
Delete records
With just a few clicks, Excel becomes your workspace for managing NetSuite data efficiently and accurately.
➡️ Read more about the ExtendInsights Operations
Retrieving Existing Records from NetSuite
Retrieving Existing Records from NetSuite
You can download records using several methods:
Internal ID (for targeted retrieval)
Choose the method that best fits your use case.
Updating NetSuite Records
Updating NetSuite Records
Common update scenarios include:
Make changes directly in Excel, then upload them back to NetSuite.
Creating New Records
Creating New Records
ExtendInsights supports multiple ways to create records:
Create a Single Record
Creating One Record with multiple lines
Create Multiple Records
Deleting Records (Where Permitted)
Deleting Records (Where Permitted)
Depending on your NetSuite permissions, you can:
Always confirm before deleting data.
Real-Time vs Background Upload
Uploads normally run in real time.
If a batch takes longer than ~40 seconds, ExtendInsights prompts you to switch to Background Upload.
You can continue working in Excel
Uploads complete even if Excel is closed
👉 Learn more about Background Upload here.
Need Help?
If you have questions or run into issues:
💬 Click the Help button in the bottom-right corner of the app
🔍 Visit the Help Center: https://www.cloudextend.io/support/
✉️ Contact your Customer Success Manager at cloudextend-success@celigo.com
📎 Screenshots and workbook examples are always helpful.