We recommend watching this brief overview video and then following the steps below to get started.
Your existing templates will only be available after your migration to the new app is complete.
All in 1 video:
Step 1: Login
Step 2: What are templates?
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.
Step 3: How to Retrieve existing records from NetSuite
Updating data from an existing record
Updating selected records
Adding new lines to an existing record
Creating One Record
Creating a New record based on an existing record from NetSuite
Creating One Record with multiple lines
Copy/paste data prepared from other systems
Manually key in data using picklist to get the values from NetSuite
Creating Multiple Records
Using Trandate field
Using Trandate and Memo
How to delete records from NetSuite
Delete selected records
Removing lines to an existing record
Step 7: Real-Time and Background Upload
CloudExtend read the number of lines when uploading data to NetSuite.
Real-time Upload is the default setting if you are sending records to NetSuite with at least 200 total lines.
This threshold applies to the NextGen and will change when we go to production
When sending more than 200 lines of records, it will automatically send data to NetSuite using Background Upload.
👉 Check out the feature comparison chart to learn more about this release.
Hit the Help button on the bottom right of the screen and get in touch with our awesome support to help you!
If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at email@example.com.