The Menu page will show you the status of the upload, and switch to different NetSuite roles and environments. See your own templates, anything shared within the organization or pre-built templates available for use. You can also change the theme color of the ExtendInsights application from light, dark, or based on your system settings. Pick the theme of your choice.

Upload Status

This will show the logs of data sent to NS. You will see current and historical uploads over time and know when the job has completed its processing.

When there is a job in the queue, you will see the Check Status button and it will direct you to the Upload Status page too.

Templates

Pre-built Templates

You can use these pre-built templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they will be visible under the My Templates section.

Organization Templates

ExtendInsights Data Management supports Organization templates. Templates saved as organization templates are automatically available to all licensed users in your org. Learn more about it here.

My Templates

Save the templates you build from scratch or any templates created from pre-built templates will be stored here so you can use them in any worksheets! Explore the options on how to manage your templates.

NetSuite Connections

This view will show you different roles and environments connected to the ExtendInsights application. It is now easier to switch from one account or role on this new version.

Click Add for more connections. Note that the storage of templates is on NetSuite account basis.

Settings

Themes (Color mode)

Change the theme of the add-in based on your preference. There are three options to choose from:

Dark mode
Light mode
System - System setting would take the setting based on what your Excel theme is set to. If your Excel is configured to use Dark mode, then the add-in would detect that and switch to that theme automatically.

Data Operations

Background Upload is recommended for large data sets. Once activated, the records will be pushed to NetSuite in one go and will be put in the processing queue. You can move to other sheets or upload jobs simultaneously when using this feature.

To learn more about Background Upload, go to this link.

Use Selected Rows Only

We have added a global setting called Use selected rows only in Settings which you can access from the left menu of the app. Once turned on or off, all the data operations would take this setting as the default for all data operations.

Step 1: Click the Menu Options > Settings

Step 2: Use Selected Rows Only (toggle on or off)