Keeping the data integrity is important when we are working on records in NetSuite. We check and make changes to NetSuite records to have accurate data whenever we need them.
Downloading existing records from NetSuite can be done in multiple ways!
After downloading the data to a template, you can make changes and send it back to NetSuite.
Updating Data from an Existing Record
In this example, this record will be updated with the following changes:
Add memo value at the header level
Change the debit and credit amount from 100 to 50
Add location Boston at the sub-level
Step 1: Change the necessary fields to be updated.
🚨 Important!
To update an existing record, the internal Id column should not be changed. NetSuite will recognize that we want to update an existing record based on the internal id.
Step 2: Send back the records to NetSuite. On the ExtendInsights Panel, go to Upload to NetSuite then Upload Records.
Internal Ids highlighted in green means a successful push to NetSuite.
👉 Learn about the other error notification, when uploading records to NetSuite here.
To check if the changes took effect, you can validate if the update has been posted successfully!
Update Selected Records
There are times we download multiple records to validate the data but there are sets of records you want to send back to NetSuite
For this instance, you can do the following:
Step 1: Highlight the cells, you want to send back to NetSuite then click to Upload to NetSuite.
Step 3: Enable the Records on selected only rows before clicking the Upload button.
Inserting an additional line/s to an existing record
If you have an existing record and you need to add lines in between or below the existing record, you can do that within our application.
Step 1: Pull the record from NetSuite to Excel and insert the added lines. Header values must be the same for the system to recognize are to be added to the same record.
Step 2: Enter values on the line level. For the example below, you can prepare the data beforehand and copy-paste values from one sheet to another.
Step 3: Send back the records to NetSuite. On the ExtendInsights panel, go to Upload to NetSuite then Upload Records.
Internal Id highlighted in green means a successful push to NetSuite.
👉 Learn about the other error notification, when uploading records to NetSuite here.
To check if the changes took effect, you can validate if the update has been posted successfully!
