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ExtendInsights for Excel NetSuite Edition

ExtendInsights for NetSuite applications are available with two feature sets, Data Management which replaces CSV uploads, and Analytics which replaces CSV search exports. Choose your feature set below.

164 articles
Working with Analytics and Data Management: How to make the best of bothExtendInsights Excel Apps | ExtendInsights Excel applications merging into one
Installing ExtendInsights Excel Applications (NetSuite Editions)ExtendInsights Excel Apps | See how to install both applications
ExtendInsights for Data Management NetSuite

The easiest way to find anything related to ExtendInsights for Data Management NetSuite is to search for it here

Why we're building the next generation of ExtendInsights for Excel Data Management NetSuiteExtendInsights Data Management | Learn why we're building it, what's new, and how to install it
Product Overview: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Know what our product is all about
The Interface - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Experience the new ExtendInsights interface
ExtendInsights for Data Management NetSuite FeaturesExtendInsights Data Management | Learn about the features of ExtendInsights
Feature Comparison Table: ExtendInsights Data Management Legacy vs New versionExtendInsights Data Management | See comparison chart of the differences between legacy and production version
End-User: Install ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to install ExtendInsights
ExtendInsights for Data Management NetSuite RoadmapExtendInsights Data Management | Learn about what we're considering building, what we're building now, and what was recently released
🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!ExtendInsights Data Management l Guides and resources to ensure you are setup for success
End-User: Getting Started Guide for ExtendInsights Data ManagementExtendInsights Data Management | End-User Getting Started Guide
Learn How To Get Support For ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Can't find what you are looking for? Learn how to get more support here
End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to login
Licensing: How to manage ExtendInsights for Data Management Enterprise Licenses and Administer UsersExtendInsights Data Management | Logging in and managing ExtendInsights Data Management Users
Admin: ExtendInsights for Data Management NetSuite Setup Guide (Enterprise)ExtendInsights Data Management | Guide to help streamline your setup
Admin: ExtendInsights for Data Management NetSuite can be installed by your Microsoft 365 AdminExtendInsights Data Management | Learn how Admins can install ExtendInsights Apps for multiple users at once
Admin: ExtendInsights for Data Management NetSuite BundleExtendInsights Data Management | Learn how to install and use the CloudExtend Excel bundle to customize the app
Settings: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade editions
Settings: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | It is recommended that the Cache and Cookie settings be updated as described in this article
FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | Learn how ExtendInsights handles queues, concurrency limits, and best practices for maximizing performance
FAQ: Configuring ExtendInsights for Data Management NetSuite to treat warnings as errorsExtendInsights Data Management | How to configure ExtendInsights to treat warnings as errors
FAQ: Templates not available when trying out ExtendInsights Excel AppExtendInsights Data Management | Where are my templates
Admin: Add New Users to ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Admin's checkpoint for new users of ExtendInsights
ExtendInsights for Data Management NetSuite Go Live Checklist and End-user GuidelinesExtendInsights Data Management | Go Live checklist and End-User Guidelines
Working with Templates: What is ExtendInsights Template and how to build one?ExtendInsights Data Management | Learn what ExtendInsights template is and how to build from scratch
Working with Templates: Managing your TemplatesExtendInsights Data Management | How to Add or Remove Fields from Existing Templates
Working with Templates: Sharing TemplatesExtendInsights Data Management | Learn how to share a template with other users in your organization
Working with Templates: Delete your templatesExtendInsights Data Management | Know how to delete ExtendInsights templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my ExtendInsights Template builder?ExtendInsights Data Management | See settings on how to show NetSuite fields Ids
Working with Templates: Finding your NetSuite field names in the template builderExtendInsights Data Management | Learn how to correlate display names to field ID
Working with Templates: Using picklists (Cell Operations)ExtendInsights Data Management | Check out enhanced feature of using picklist values
Working with Templates: Error notificationExtendInsights Data Management | Know the different color notifications when errors or warnings are prompted by NetSuite
Working with Templates: Refreshing picklist values in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to refresh picklist values
Working with Templates: Which NetSuite fields are required when building a ExtendInsights for Data Management template?ExtendInsights Data Management | How to determine required fields in NetSuite
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?ExtendInsights Data Management | Using internal ID's with the CloudExtend Excel Data Management for NetSuite
Working with Templates: Why do I not see all my fields when building a template in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | When building a template in ExtendInsights not all of the fields are showing
Working with Templates: Can I rename the field names in my ExtendInsights for Data Management NetSuite table?ExtendInsights Data Management | Renaming Header names in Excel
Working with Templates: Creating templates for NetSuite custom transaction typesExtendInsights Data Management | Learn how to create ExtendInsights Excel templates for NetSuite custom transaction types
Working with Templates: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Rearranging fields in a template
Retrieve Data: How to Retrieve Data using NetSuite internal IdsExtendInsights Data Management | A guide on how to pull recording using Internal Id
Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved SearchExtendInsights Data Management | Learn how to pull records using Saved search
Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data FilterExtendInsights Data Management | Learn how to create data filter to retrieve records from NetSuite
Retrieve Data: Global Filters across Multiple WorkbooksExtendInsights Data Management | Access your filters across workbooks, in different browsers
Retrieve Data: Understanding which values are overwritten during refresh operation in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to retain formulas and values during the refresh operation
Retrieve Data: Can I filter records by fields with no value in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Filtering fields with no value
Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | See different ways to create records using ExtendInsights templates
Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | Have existing records to update in NetSuite? Learn the steps on how to make changes to a record
Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn the steps on how to remove a line or delete an entire record
Manage Records: How to update 1 row, multiple rows, or all rows using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | With ExtendInsights you can upsert 1 or more rows from Excel back to NetSuite
Manage Records: Updating Select Lines with ExtendInsights for Data Management NetSuite without losing dataExtendInsights Data Management | Learn how to use Replace All to update only select lines on a record
Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Upload New Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | See how you can create Journal Entries
Upload New Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Watch how you can create new Purchase Order
Upload New Sales Order via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
Item Receipts for Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Save time creating item receipts using ExtendInsights
Importing Credit Card Statements into NetSuite as Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and Prospects via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create leads and prospect with Customer template
How to Create Expense Reports via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Expense Reports
How to Create and Manage Budget Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage Budget Records
How to Create Transfer Order via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create a transfer order via Excel
How to Create Inventory Adjustment via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create inventory adjustment
Creating Serialized Assembly Items with Components via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Creating and Managing NetSuite Promotion Codes via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price List via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to manage vendor price list
Applying Customer Payment to an Invoice via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to apply payment to invoices
Creating Bill of Materials and BOM revisions via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Bill of Materials and Bill of Material Revisions
Creating, Editing, and Viewing NetSuite Quotes in Excel via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
Making a Hyperlink back into Excel Workbook via ExtendInsights Data ManagementExtendInsights Data Management | See instructions on how to generate hyperlinks and upload them to NetSuite
Assigning Multiple Companies (Customers/Projects) to a Contact using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to assign multiple company fields of a contact record
Create Multiple Work Orders using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create Work Orders
Create NetSuite Cash Sales Faster In ExcelExtendInsights Data Management | Learn how to create Cash Sales using the app
How to Remove Extra Quantity and Price Level on Inventory ItemsExtendInsights Data Management | Let's explore how to remove extra quanity pricing using the app
How to Create NetSuite Return Authorization for a Sales OrderExtendInsights Data Management | Find out how to use the app to create a NetSuite Return Authorization
How To Create NetSuite Item Receipts from Return Material Authorization in ExcelExtendInsights Data Management | Learn how to bulk import NetSuite Item Receipts from customer RMA's
Updating Expected Receipt Date for Purchase OrdersExtendInsights Data Management | Know how to easily update the Expected Receipt Date for Purchase Orders
Creating NetSuite Assembly Build with Inventory Detail for Header and ComponentExtendInsights Data Management | Building Assembly Items using ExtendInsights
Create a Bank Deposit Record Linked to a Cash SaleExtendInsights Data Management | Learn how to create deposit payment to Cash Sales via the ExtendInsights app
Creating Inventory Cost Revaluation in MassExtendInsights Data Management | Learn how to create Inventory Cost Revaluation for a Purchase Order
Project Task Upload ManagementExtendInsights Data Management | Manage project tasks using the app in a few clicks
Applying payments using Customer Payment for Invoice and Credit MemoExtendInsights Data Management | In this tutorial learn how to apply payments and issue a credit memo or unapplied payments at the same time
Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | See frequently asked questions about the new version of the application
FAQ: How to Default to Background UploadExtendInsights Data Management | Learn how to default to Background upload
FAQ: How to manage records using Multi-Select FieldExtendInsights Data Management | Learn how to create and update records for multi-selct field
FAQ: How to Refresh MetadataExtendInsights Data Management | This article will show you different ways to refresh your custom fields and picklist values
FAQ: Determine the NetSuite connection you have for ExtendInsights Data ManagementExtendInsights Data Management | Know when you are connected to NetSuite Production, Test Drive or Sandbox
FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Know the different setting and options you can do when going to the Menu
FAQ: Real-time and Background UploadExtendInsights Data Management | Learn the two methods of upload using ExtendInsights
FAQ: Does ExtendInsights for Data Management NetSuite support custom segments?ExtendInsights Data Management | Use Custom Segments with ExtendInsights
FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn more about the new design in using cell operations panel
FAQ: Deprecation/Removal of Raw download and Search JoinsExtendInsights Data Management | Some features not included in the new version
FAQ: ExtendInsights Operations ExplainedExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates
FAQ: How are workflows/scripts affected when updating or creating records using ExtendInsights Data Management?ExtendInsights Data Management | Learn how workflows/scripts affect when managing data using ExtendInsights
FAQ: Regional date formats with ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to work with date formats in regions other than the US
FAQ: Limitations with Matrix Items using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn the limitations of managing matrix items
FAQ: Using a formula to remove the bracketed internal ID of a fieldExtendInsights Data Management | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Learn how to override default settings such as custom batch sizes and treat warnings as errors
FAQ: How To Assign SOAP Web Services Permission To A Role?ExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally
Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work fasterExtendInsights Data Management | Use macros to insert formulas or create templates for other repetitive tasks
Tips & Tricks: Tips to avoid overwriting the Amount value on a transactionExtendInsights Data Management | The line total amount is not equal to the item price times the quantity
Tips & Tricks: How can I set reorder points by location in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Setting reorder points by location in ExtendInsights
Tips & Tricks: Can I create and update records using External ID in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Using the External ID in ExtendInsights for Data Management
Tips & Tricks: How can I create a custom price for an item(s) using ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Creating a custom price using ExtendInsights
Troubleshooting: Getting stuck at the login page of Excel AppExtendInsights Data Management | Know what to do when you cannot login to ExtendInsights app
Troubleshooting: Formula not CalculatingExtendInsights Data Management | See steps how to fix issues when your formulas are not working in Excel
Troubleshooting: Why aren't my custom fields displaying in ExtendInsights for Data Management NetSuite when trying to build a template?ExtendInsights Data Management | If you're unable to see custom fields as you create templates don't despair, here's the solution
Error: I have access to all fields on the record but still getting an errorExtendInsights Data Management | Resolving read-only, the associated feature is disabled, field available when updating records
Error: You are not authorized to perform thisExtendInsights Excel Apps | Learn how to troubleshoot when prompted "You are not authorized to perform this" error message upon login
ExtendInsights for Analytics NetSuite

Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite

Product Overview: ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Know what our product is all about
Best Practices for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn about best practices when using ExtendInsights Analytics
ExtendInsights Excel for NetSuite RoadmapExtendInsights Analytics | Learn about what we're considering building, what we're building now, and what was recently released
Learn How To Get Support For ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Can't find what you are looking for? Learn how to get more support here
ExtendInsights Analytics Go Live Checklist and End-user GuidelinesExtendInsights Analytics | Leverage our go-live checklist so nothing falls through the cracks.
Admin: ExtendInsights Analytics for NetSuite Setup Guide (Enterprise)ExtendInsights Analytics | Guide to help streamline your setup
Admin: Installing the Excel bundle for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install the Excel bundle
Admin: How to manage ExtendInsights for Analytics NetSuite Professional + Enterprise Licenses and Administer UsersExtendInsights Analytics | Logging in and managing license for ExtendInsights
Getting Started: Installing ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install ExtendInsights Analytics and get started
Admin: ExtendInsights for NetSuite can be installed by your Microsoft 365 AdminExtendInsights Analytics | Learn how Admins can install ExtendInsights Apps for multiple users at once
End-User: Logging into ExtendInsights for Analytics NetSuiteExtendInsights Analytics | How to login to ExtendInsights Analytics
End-User: Getting Started Guide for ExtendInsights AnalyticsExtendInsights Analytics | Check out the Getting Started Guide for ExtendInsights Analytics
🔍 Find all your important ExtendInsights Analytics Resources in 1 place here!ExtendInsights Analytics | Guides and resources to ensure you are setup for success
Admin: Request for Justification FormExtendInsights Analytics | Learn how to request approval ExtendInsights Admin portal access from your Microsoft Admin
Admin: Add New Users to ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Admin's checkpoint for new users of ExtendInsights
The Interface - ExtendInsights Analytics WorkspaceExtendInsights Analytics | Experience the new ExtendInsights interface
Adding NetSuite Saved Searches to ExtendInsights AnalyticsExtendInsights Analytics | Adding NetSuite saved searches to ExtenInsights Analytics
Scheduling your NetSuite Saved Searches with ExtendInsights AnalyticsExtendInsights Analytics | Learn how to add your NetSuite saved searches to a schedule with ExtendInsights for Analytics NetSuite
Run Saved Searches to different NetSuite accountExtendInsights Analytics | Learn how to transfer searches downloaded to another connection
Embed your Excel file or PowerBI report in a NetSuite PortletExtendInsights Analytics | Learn how to embed an Excel file in a NetSuite portlet
Use Excel Power Query and ExtendInsights to analyze your dataExtendInsights Analytics | Learn why ExtendInsights recommends connecting to your data source with Excel Power Query
FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?
FAQ: ExtendInsights Analytics Supports Saved Search FormulasExtendInsights Analytics | Support for Saved Search Formulas
FAQ: Force Excel to see your fields as general formatExtendInsights Analytics | Learn how to ensure your data is treated as general format in Excel
FAQ: Formulas breaks when CloudExtend Excel Analytics Update a tableXLANS | Learn more about preventing your formulas from breaking during overwrites
FAQ: Working with date fields when you are in region that does not use mm/dd/yyyy date formatXLANS | Learn how to work with date formats in CloudExtend Excel Analytics in regions other than the US
FAQ: Adding hyperlinks to NetSuite records in ExcelExtendInsights Analytics | Learn how to add hyperlinks to the original NetSuite transaction record in Excel
FAQ: How to Uninstall ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to uninstall the legacy ExtendInsights Analytics application
FAQ: Setting to check your Microsoft Grant Status for SchedulingExtendInsights Analytics | Learn if the Microsoft Grant Consent has been given to CloudExtend
FAQ: How to Transfer Ownership of WorkbooksExtendInsights Analytics | Learn how to transfer ownership workbooks
Common issuesExtendInsights Analytics | Learn about errors returned when running your NetSuite saved searches
Troubleshooting: Unexpected API ErrorXLANS | Know the reason and workaround when you are getting Unexpected API error
Troubleshooting: Won't work because it would move cells in a table on your worksheetExtendInsights Analytics | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error
Troubleshooting: Criteria with null valuesExtendInsights Analytics | See resolution on how to resolve if you cannot pull any records from your saved searches
Troubleshooting: Mismatch HeadersExtendInsights Analytics | Troubleshooting when getting mismatch headers error from ExtendInsights
Troubleshooting: ExtendInsights Analytics Flow Errors and Needed ActionExtendInsights Analytics | List of error codes captured on scheduled runs and what to do to resolve them
Building a Sales Dashboard with ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Build your first sales dashboard
Financial StatementsLearn how to prepare your NetSuite saved searches to generate Income Statements, Balance Sheets, and Trial Balances
Creating Income Statements from G/L Search
Creating Balance Sheets From G/L Search
Create an A/R Aging Report using ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Use ExtendInsights to analyze your Accounts Receivable
Using Power Query to transform your data and connect multiple queries from disparate sourcesExtendInsights | Learn how to use Excel Power Query and build a relational data model in Excel
Get Excel Data from a Single File or Entire Folder on SharePoint or OneDrive for Business into Power Query or Power BIExtendInsights Analytics | Get data from a single Excel file into Power Query or Power BI and bypass Excel file size limitations