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22 articles
Working with Templates: Learn about CloudExtend Excel Data Management for NetSuite templatesXLNS | Explanation of what CloudExtend Excel Data Management for NetSuite templates
Working with Templates: Finding your NetSuite field names in the template builderXLNS | Not seeing your NetSuite fields in the template? Learn how to correlate display names to field ID
Working with Templates: Adding New NetSuite fields onto CloudExtend TemplatesXLNS | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: Which NetSuite fields are required when building a CloudExtend Excel Data Management for NetSuite template?XLNS | How to determine required fields in NetSuite
Working with Templates: Using picklists (drop down fields) with CloudExtend Excel Data Management for NetSuiteXLNS | Picklist values can be selected from a drop-down list or entered directly into the cell
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?XLNS | Using internalID'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 CloudExtend Excel Data Management for NetSuite?XLNS NexGen | When building a template in CloudExtend Excel Data Management for NetSuite all of the fields are not in the drop-down
Working with Templates: Can I rename the field names in my CloudExtend Excel Data Management for NetSuite table?XLNS | Renaming field names in CloudExtend Excel Data Management for NetSuite
Working with Templates: Can I rearrange my fields in a template for CloudExtend Excel Data Management for NetSuite?XLNS | Rearranging fields in a template for CloudExtend Excel Data Management for NetSuite
Manage Records: Creating new NetSuite records from CloudExtend Excel Data Management for NetSuiteXLNS | Create new NetSuite records directly from Excel and push it up to NetSuite
Manage Records: How to update 1 row, multiple rows, or all rows using CloudExtend Excel Data Management for NetSuiteXLNS | With CloudExtend Excel Data Management for NetSuite, you can upsert 1 or more rows from Excel back to NetSuite
Manage Records: Updating Select Lines With CloudExtend Excel Data Management for NetSuite without losing dataXLNS | Learn how to use Replace All to update only select lines on a transaction and incrementally improve performance
Manage Records: CloudExtend Excel Data Management for NetSuite Burst Mode UploadXLNS | Learn how the Burst Mode Upload works in CloudExtend Excel for NetSuite
Manage Records: How to create multi-line transactions in CloudExtend Excel Data Management for NetSuiteXLNS | Creating multi-line transactions with CloudExtend Excel Data Management for NetSuite
Manage Records: Setting values to null and removing linesXLNS | This article will cover two features, setting field values to null and removing select lines from transactions
Manage Data: Deleting NetSuite records from ExcelXLNS | Deleting NetSuite records from Excel
Retrieve Data: Three ways to retrieve data from NetSuite in CloudExtendXLNS | 3 ways to retrieve NetSuite data in CloudExtend Excel for NetSuite
Retrieve Data: Use Refresh to quickly retrieve one or more NetSuite recordsXLNS | CloudExtend Excel for NetSuite | Use the refresh action to view one or more NetSuite records in Excel
Retrieve Data: Understanding which values are overwritten during refresh operation in CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to retain formulas and values during the refresh operation
Retrieve Data: Downloading NetSuite Saved Searches into ExcelXLNS | CloudExtend Excel allows you to download NetSuite Saved Searches fast, and for free. Learn when to use this option here
Retrieve Data: Learn how to use CloudExtend Excel Data Management for NetSuite's free reporting engineXLNS | Canceled user? Learn how to continue using CloudExtend Excel Data Management for NetSuite's reporting engine for free
Retrieve Data: Can I filter records by fields with no value in CloudExtend Excel Data Management for NetSuite?XLNS | Filtering fields with no value