The steps below only apply when manually adding columns to the template and then manually adding a custom segment field.
ExtendInsights Mapping Syntax
Learn the syntax of ExtendInsights and NetSuite.
Determine if Custom Segment is at the header or the line level
An example of a custom segment named cseg_const_category at the header level and line level:
Custom Segment Location | Sub-level | Custom Segment Line Level |
Header Level | NA |
|
Line Level | Expense Tab |
|
Line Level | Items Tab |
|
How to Manually Add Custom Segment in the ExtendInsights Template
For the header level custom segment fields
After you have loaded your template containing your header level custom segment fields edit the field name in row one and remove the reference to custbody or custentity.
For line-level custom segment fields
Step 1: Manually load a template into Excel and manually insert the column(s) that will contain the Custom Segment values. The field should be exposed in your NetSuite record form.
Step 2: The field labels in Row 2 can be changed to anything user-friendly.
Step 3: Edit the cell in Row 1 of the new Column to associate it with the desired Custom Segment’s Field ID* as shown below. Get a head start by copying the value from another field in Row 1. ( See GIF in Step 4, copy the formula from M1 to L1.
Step 4: Replace the field name with the Custom Segment’s Field ID. Please keep the structure of the field mapping formula intact and replace only the field names as indicated below with the exception of the &4 (this denotes it is a picklist field).
For this example, we replaced the account with customFieldList.cseg_const_category in cell L1.
To determine the proper format for the Field ID above first determine if your Custom Segment is at the header level or the line level (if you reference your custom segment as a custom column, ie one for every row of a transaction, it is line level).
How to Locate the Field ID
To locate the Field ID navigate to the definition of the custom segment.
In NetSuite, go to Customization > Lists > Custom Segments) and locate the ID field per the screenshot below.
