ExtendInsights Data Management allows you to delete entire NetSuite records or remove individual lines from existing records directly from Excel.
This article walks through the different deletion scenarios and the required steps for each.
⚠️ Important Prerequisite
To delete records or lines, your NetSuite role must include Delete permissions for the applicable record type.
If you do not have delete access, ExtendInsights will block the action.
Step 1: Download Existing Records from NetSuite
Before updating records, you must first retrieve them into an ExtendInsights template. You can download records using any of the following methods:
Once the records are loaded into Excel, you can safely make changes.
Step 2: Delete Record/s
After downloading the data to a template, you can delete a line from an existing record or remove a whole record.
Delete an existing record from NetSuite
Use this method when you want to permanently remove records from NetSuite.
🚨 Warning:
Deleting records is irreversible. Proceed carefully.
Ensure the Internal ID for each record you want to delete is present in Column B – Internal ID.
In the ExtendInsights panel, click Delete from NetSuite → Delete Records.
ExtendInsights deletes all records listed in the template.
Confirmation
Deleted rows are highlighted in grey, indicating the operation completed successfully.
Delete Selected Records Only
If you downloaded multiple records but want to delete only a subset, you can limit the deletion to selected rows.
Highlight the rows you want to delete.
Click Delete from NetSuite.
Enable Records on selected rows only.
Click Delete Selected Records.
Only the selected records will be removed from NetSuite.
Remove line/s to an existing record
You can remove individual line items from an existing NetSuite record (for example, Journal Entry or Vendor Bill).
Download the existing record into Excel.
Highlight the row(s) representing the line(s) you want to remove.
Right-click and choose Delete to remove the row(s) from Excel.
In the ExtendInsights panel, click Upload to NetSuite → Upload Records.
ExtendInsights updates the existing record and removes the selected lines.
After uploading:
Open the record in NetSuite.
Confirm the lines were removed.
Verify that totals (for example, amount or balance) reflect the changes correctly.
From a Total of 1400, it has been the amount of 737.95 since we removed the two lines from the existing record.
Need Help?
If deletions don’t behave 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, Internal ID(s), and a screenshot if possible.