ExtendInsights Data Management supports two upload methods when sending data from Excel to NetSuite:
Real-Time Upload (synchronous)
Background Upload (asynchronous)
ExtendInsights automatically evaluates the number of rows being uploaded and the time it takes to process a batch to determine when Background Upload is recommended.
How ExtendInsights Chooses the Upload Method
ExtendInsights reads the number of rows in your worksheet and applies the following thresholds:
Record Type | Real-Time Upload (Sync) | Background Upload (Async) |
Journal Entries | Up to 1,000 rows | More than 1,000 rows |
All other record types | Up to 5,000 rows | More than 5,000 rows |
💡 Note:
Even if your row count is below these thresholds, ExtendInsights will prompt you to switch to Background Upload if a batch takes longer than ~40 seconds to upload.
Video Walkthrough
Real-Time Upload
Real-Time Upload processes records synchronously and provides immediate feedback.
When It’s Used
Smaller datasets
Quick updates or corrections
Situations where immediate confirmation is preferred
What to Expect
Upload runs directly from Excel
Need to stay on the current sheet
If processing exceeds ~40 seconds, you’ll see a prompt asking whether to:
Continue with Real-Time Upload, or
Switch to Background Upload
Background Upload
Background Upload submits all data at once and processes it asynchronously in NetSuite.
When It’s Used
Large datasets
Long-running uploads
Multiple uploads queued back-to-back
What to Expect
Records are queued for processing
You can continue working in Excel
You can submit additional ExtendInsights jobs
You may close Excel and return later to check results
You’ll be notified when the job completes
➡️ Learn more in ExtendInsights for Data Management: Background Upload.
Defaulting to Background Upload
You can configure Background Upload to be the default upload method for all worksheets.
How to Enable
Click Menu in ExtendInsights.
Go to Settings.
Toggle Background Upload by default to ON.
⚠️ Important:
Background Upload is recommended only for large datasets.
Setting it as the default for all worksheets may result in slower uploads for smaller jobs.
See Also
Need Help?
If you’re unsure which upload method to use:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and approximate row count if possible.