Templates created in ExtendInsights Data Management can be easily updated.
If there are new fields added to your NetSuite form, missing fields in your existing templates, or if you simply need to rearrange the layout—managing and updating templates is quick and straightforward.
In this article, dig deeper on the following:
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Check out our full article for a step-by-step guide on how to log in and get an overview of how the app works.
Where will the Templates be stored?
ExtendInsights Templates will be saved in the template repository.
Before you load a template, make sure that your current worksheet is clear.
Step 1: Go to Menu> Templates.
Step 2: Locate the template you are looking for.
(1) Pre-built Templates | (2) Organization Templates | (3) My Templates |
ExtendInsights provides ready-to-use templates for some record types. These templates can be used as-is or customized—no need to start from scratch! | Templates shared within your organization will appear here. These are great for teams using a standard structure, helping ensure consistency across users. | If your NetSuite form has a custom structure, creating a template from scratch is ideal. This allows you to include all necessary fields tailored to your process. Once created, your custom templates will be stored in this section. |
Step 3: Search and hover on the template that you wish to Load, Edit or Delete.
👉 No templates yet? Go to this guide for instructions on how to build your first template here.
How to Load Templates
READ ME! Ensure that you OPEN A NEW WORKBOOK OR ADD A WORKSHEET BEFORE LOADING TEMPLATES, as all content on the active worksheet will be erased. |
From the Template List
Step 1: Open a new workbook or add a worksheet in Excel.
Step 2: Hit Menu > Templates.
From the Main Screen
Step 1: Open a new workbook or add a worksheet in Excel.
Step 2: Enable the Start with a Template button.
Step 3: Select the options to start working on your NetSuite records.
How to Update Templates
If there are new fields added to your NetSuite form, missing fields in your existing templates, or if you simply need to rearrange the layout—managing and updating templates is quick and straightforward.
Step 1: Go to Menu> Templates.
Step 2: Locate the template you are looking for the click the three dots then select Edit.
Step 3: This will show the template builder page.
Select the fields you want to add to the template. You can type in any part of the field name or scroll to locate it. Tick the box beside the name and hit Add fields.
Step 4: Click Continue then Select Yes, note that loading the template will clear out any data that you have on your current worksheet.
Step 5: Click the Save and Enter Data button to load the template to your worksheet.
Do not check the Save As New Template if you want to override the current template.
Creating a Copy of an Existing Template
If you want to create a new template and based it off from an existing one. You can create a copy so that the changes you made on the current template will be stored as a New Template.
Step 1: Follow the steps 1 - 4 on how to update an existing template.
For templates under Organization templates, you may check the owner name by hovering the information button.
Step 2: Users have the option to share the template within the organization or save a new template.
Step 3: Click the Save and Enter Data button to load the template
How to Delete Unwanted Templates
You can remove any unwanted templates using this option.
⚠️ WARNING! This delete would be a permanent delete and you won't be able to restore the template once deleted. |
Step 1: Go to Menu > Templates.
Step 2: Hover the name of the template you wish to delete and click the 3 dots. Click Delete.
FAQ
🔵 Can we use the template shared or received from another user?
Yes, you can. It will be recognized by the ExtendInsights app.
🔵 Will the calculations and formulas still work using our existing workbooks?
Yes! No need to change the current process that you have. The workbooks that you are using right now will work as is.
🔵 How can I share templates with the organization?
Check this link to learn how.
🔵 What version of ExtendInsights am I using?
If you are using ExtendInsights new app, you will see two tabs:
ExtendInsights Excel will incorporate the merging of the two Excel applications, given that you possess a license for both apps.
There is no requirement to install a separate application, as both functionalities will be accessible within one platform.
Effortlessly log in and connect to NetSuite for each of the applications
Utilize your Microsoft or Google account to access both apps through a unified user interface.