CloudExtend

ExtendInsights for Data Management NetSuite allows users to access and edit NetSuite data directly from within Excel, in real-time and with a single click. Take full advantage of Excel’s data manipulation functions to retrieve, update, add, and delete NetSuite data from multiple record types

Finance, Sales and Marketing, Operations, NetSuite Admins, and all NetSuite users can benefit from ExtendInsights Excel.

We recommend watching this brief overview video and then following the steps below to get started.

- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6584543-installing-extendinsights-excel-applications-netsuite-editions">Install ExtendInsights</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6516044-end-user-logging-into-extendinsights-for-data-management-netsuite">Login</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6499443-faq-determine-the-netsuite-connection-you-have-for-extendinsights-data-management">Determine the NetSuite connection you have</a>

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- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6492513-working-with-templates-what-is-extendinsights-template-and-how-to-build-one">How to build a template</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6493164-working-with-templates-finding-your-netsuite-field-names-in-the-template-builder">Finding your NetSuite fields names in the template builder</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6493493-working-with-templates-error-notification">Color Coded Notification</a>
 
 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.

- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6493574-retrieve-data-how-to-retrieve-existing-records-from-netsuite-using-saved-search">Using Saved Search</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/9298721-retrieve-data-how-to-retrieve-existing-records-from-netsuite-using-data-filter">Using Data Filter</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496022-retrieve-data-how-to-retrieve-data-using-netsuite-internal-ids">Using internal ID to download records</a>

How to Retrieve existing records from NetSuite

- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496100-manage-records-updating-records-via-extendinsights-data-management#h_b4de1784d4">Update data from an existing record</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496100-manage-records-updating-records-via-extendinsights-data-management#h_9280c8d8d8">Update Selected Records</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496100-manage-records-updating-records-via-extendinsights-data-management#h_a07030bdc8">Add or insert a line/s to an existing record</a>

Updating NetSuite records via ExtendInsights

- Creating One Record
 - <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496775-manage-records-how-to-create-records-using-extendinsights-data-management#h_467bb91881">Creating a new entry based off an existing records from NetSuite</a>
 - Creating One Record with multiple lines
 - <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496775-manage-records-how-to-create-records-using-extendinsights-data-management#h_6c5f68ec39">Copy/paste data prepared from other systems</a>
 - <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496775-manage-records-how-to-create-records-using-extendinsights-data-management#h_a6f821a960">Manually key in data using picklist to get the values from NetSuite</a>
 Creating Multiple Records
 - <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496775-manage-records-how-to-create-records-using-extendinsights-data-management#h_b05cd95698">Using trandate field only</a>
 - <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6496775-manage-records-how-to-create-records-using-extendinsights-data-management#h_c122837f3e">Using trandate and Memo</a>

Different Ways to Create New Records via ExtendInsights

- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6497135-manage-records-deleting-records-via-extendinsights-data-management#h_34eafc6ef6">Delete an existing record from NetSuite</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6497135-manage-records-deleting-records-via-extendinsights-data-management#h_0eed202b72">Delete Selected Records</a>
- <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6497135-manage-records-deleting-records-via-extendinsights-data-management#h_02be251d98">Remove a line/s to an existing record</a>

Deleting NetSuite records via ExtendInsights

Users will still see the prompt to switch to background mode if one of their batches takes more than 40 seconds to upload. They can either ignore it or switch to background mode at that point. Learn more about it <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6662864-faq-real-time-and-background-upload">here</a>.

👉 <a href="https://support.cloudextend.io/extendinsights-netsuite/en/articles/6505295-feature-comparison-table-extendinsights-data-management-legacy-vs-new-version">Check out the feature comparison chart</a> 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 <a href="mailto:cloudextend-success@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-success@celigo.com</a>.

ExtendInsights Data Management | End-User Getting Started Guide