ExtendInsights Data Management allows you to create NetSuite records directly from Excel using templates. You can enter data manually, copy and paste from other systems, or reuse existing NetSuite records as a starting point.
This guide walks through the most common ways to create records using ExtendInsights.
Example used in this guide: Journal Entry
The same logic applies to other transaction records such as Invoices, Vendor Bills, and Expense Reports.
Ways to Create Records in ExtendInsights
You can create records in several ways depending on your use case:
Create one record
Create a new record based on an existing NetSuite record
Create one record with multiple lines
Create multiple records in one upload
Watch the video or follow the steps below:
Create One Record
To create a single record with one or more lines:
Enter the required header-level fields (for example, Transaction Date).
Enter one or more line-level rows.
💡 Tip:
If all rows share the same trandate (and other header fields), ExtendInsights will create one NetSuite record with multiple lines.
Create a New Record Based on an Existing NetSuite Record
You can duplicate an existing NetSuite record and modify it before creating a new one.
Step 1: Reload a Record
Copy the Internal ID of an existing NetSuite record.
Paste the Internal ID into Column B – Internal ID in your template.
Click Reload Records to pull the existing data into Excel.
Step 2: Modify the Data
Clear the following fields:
Internal ID
Transaction ID (tranID)
Update other header fields (for example, Transaction Date).
Update line-level values (debits, credits, amounts, etc.).
🚨 Important:
Clearing the Internal ID tells ExtendInsights to create a new record.
Clearing the tranID prevents duplicate transaction numbers (NetSuite auto-generates this value).
Step 3: Upload the Record
Click Upload to NetSuite → Upload Records.
A green Internal ID confirms the new record was created successfully.
Create One Record with Multiple Lines
You can create a single record with multiple lines by:
Manually entering line-level data, or
Preparing data in another sheet or system and copy/pasting it into the template
As long as all rows share the same header-level values, ExtendInsights treats them as one record with multiple lines.
Copy/paste data prepared from other systems
If you have data from other systems, you can prepare them beforehand and easily use the copy/paste feature of Excel and you are ready to upload to NetSuite in a few clicks!
Manually key in data using a picklist to get the values from NetSuite
You can create records from scratch. Make sure to have all the mandatory and necessary fields to populate loaded into the template.
For fields with list values (such as Account, Location, Entity), you can:
Picklist Feature
Use the picklist feature to select items from the list.
Type Data into the sheet
ExtendInsights Data Management dynamically identifies picklist values while you type data into the sheet and tab/enter off the cell. Just put in the part of the name, no need to remember or look up the Ids.
➡️ Click here to learn more about the picklist (Cell Operations)
Create Multiple Records in One Upload
ExtendInsights can create multiple NetSuite records in a single upload.
How It Works
Rows with identical header-level values are grouped into one record.
A change in any header-level field starts a new record.
Example 1: Using Transaction Date Only
Three different trandate values
Result: Three separate Journal Entries
Example 2: Using Transaction Date and Memo
💡 Tip:
You can use Memo (or any other header field) to control record grouping.
First 6 rows: same trandate and memo → 1 Journal Entry
Last 3 rows: same trandate and memo → 1 separate Journal Entry
Upload and Confirm Results
After uploading:
Green Internal IDs indicate successful creation.
Review the records in NetSuite to confirm accuracy.
➡️ Learn more about error and warning notifications after uploads.
Upload Methods: Real-Time vs Background
ExtendInsights supports two upload modes:
Real-Time Upload
Best for small datasets
Immediate feedback
Background Upload
Best for large datasets or multiple uploads
Upload continues even if Excel is closed
➡️ Learn more about Background Upload.
Need Help?
If records don’t create as expected:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and a screenshot of your template if possible.