See feature comparison charts between Excel Data Management Production and Beta versions. Other features, will be available soon!

Feature

Production

Beta

Download Records with Filter

✔️

✔️

Download Saved Searches to Templates

✔️

✔️

Refresh Records

✔️

✔️

Delete Records

✔️

✔️

Upload Records in Burst Mode

✔️

(Enterprise Only)

✔️

Upload Records in Sync Mode

✔️

✔️

Create Templates

✔️

✔️

Edit Templates

✔️

✔️

Work with template on shared workbook

✔️

✔️

Support for Metadata Customizations

✔️

✔️

Support for Custom Transactions

✔️

✔️

Saved Search Raw download

✔️

Search Joins

✔️

Support for 2021.2 WSDL (more record types supported)

✔️

Theme Support

✔️

Federated Login with Microsoft Account

✔️

Enhanced support for picklist fields

✔️

Filters travel with the workbook when shared

✔️

Support for multi-select fields

✔️

Access unlimited NetSuite accounts

✔️

Improved template builder

✔️

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