CloudExtend Operations Explained

XLNS | Know how CloudExtend interacts with NetSuite when using templates

Updated over a week ago

CloudExtend interacts with NetSuite via web services which allow users to perform business processes to:

  • Create, Update, and Delete records

  • Filter and Download records

With CloudExtend, we manage records in NetSuite in a few clicks with the use of these buttons!

Download

  • This is used to execute a query based on the rule assigned by the user to filter records within the application

  • Using download see make a search request that fetches records in read mode.

  • Note that inventory details such as serial numbers and lot numbers will not be pulled using Download. Once downloaded, use Refresh to request this additional data from NetSuite.

Update

  • This is used to create or edit an existing record.

  • Update/Upsert updates an existing record if you have the internal Id/s value in the CloudExtend table.

Standard Upload

Burst Upload

  • Supports up to 1000 lines for Journal Entries

  • Wait for the process to complete before you want to work on another tab or workbook

  • Cannot submit multiple upload jobs simultaneously

Delete

  • Enter the internal Id/s of the record to delete and this will perform the delete request of the entire record in NetSuite.

Refresh

  • Put the internal Id/s of the record to pull from NetSuite to your CloudExtend table.

  • Refresh performs getList which returns records in edit mode.

  • Inventory details will be pulled using the Refresh operation.

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