ExtendInsights for Data Management NetSuite
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106 articles
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 | Understand what the product does and how it helps
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
🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!ExtendInsights Data Management | Guides and resources to ensure you’re set up for success
End-User: Getting Started Guide for ExtendInsights Data ManagementExtendInsights Data Management | End-user guide to working with NetSuite data in Excel
Learn How to Get Support - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Can’t find what you’re looking for? Here’s how to get help
End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to sign in and manage NetSuite connections
Licensing: Manage ExtendInsights licenses and Administrator usersExtendInsights Data Management | Manage users and licenses in the CloudExtend portal
Admin: ExtendInsights for Data Management NetSuite Setup GuideExtendInsights Data Management | Guide to help streamline your setup
Admin: ExtendInsights for Data Management NetSuite can be installed by your Microsoft 365 AdminExtendInsights| Learn how Admins can install ExtendInsights Apps for multiple users at once
Admin: ExtendInsights for Data Management NetSuite BundleExtendInsights Data Management | Install and manage the CloudExtend Excel bundle for NetSuite
FAQ: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade edition
FAQ: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | When and how to adjust browser cache and cookie settings
FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | How ExtendInsights handles queues, concurrency, and performance best practices
FAQ: Configuring ExtendInsights for Data Management NetSuite to Treat Warnings as ErrorsExtendInsights Data Management | Control how warnings are handled during uploads
Admin: Add New Users to ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Admin checklist for onboarding new users
ExtendInsights for Data Management NetSuite Go Live Checklist & 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 templates are and how to build them effectively
Working with Templates: Managing your TemplatesExtendInsights Data Management | How to load, update, copy, share, and delete templates
Working with Templates: Sharing TemplatesExtendInsights Data Management | How to share templates with other users in your organization
Working with Templates: Deleting TemplatesExtendInsights Data Management | Learn how to delete ExtendInsights templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Add a new NetSuite schema field by using workflow and custom fields
Working with Templates: How to Display NetSuite Field IDsExtendInsights Data Management | Enable NetSuite Field IDs to find the correct fields for the template builder
Working with Templates: Finding NetSuite Field Names in the Template BuilderExtendInsights Data Management | How to correlate NetSuite display names with field IDs
Working with Templates: Using Picklists (Cell Operations)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
Working with Templates: Error NotificationsExtendInsights Data Management | Understand color-coded success, warning, and error messages
Working with Templates: Refreshing Picklist Values (Cell Operations)ExtendInsights Data Management | How to refresh cached 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: Using Internal IDs in Picklist FieldsExtendInsights Data Management | Reference valid NetSuite values using internal IDs
Working with Templates: Renaming Field Names in an ExtendInsights TableExtendInsights Data Management | How to rename column headers in Excel
Working with Templates: Creating Templates for NetSuite Custom Transaction TypesExtendInsights Data Management | How to build ExtendInsights Excel templates for custom transactions
Working with Templates: Rearranging Fields in a TemplateExtendInsights Data Management | How to reorder fields in the template builder
Retrieve Data: How to Retrieve Records Using NetSuite Internal IDsExtendInsights Data Management | Download specific NetSuite records by Internal ID
Retrieve Data: How to Retrieve Existing Records from NetSuite Using Saved SearchesExtendInsights Data Management | Download NetSuite records into Excel using Saved Searches
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: Using Global Filters Across Multiple WorkbooksExtendInsights Data Management | Access and reuse filters across workbooks, browsers, and devices
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: Filtering Records by Fields with No ValueExtendInsights Data Management | How to retrieve records where a field is blank or null
Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | Learn the different ways to create NetSuite records using templates
Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | HHow to update existing NetSuite records from Excel
Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | How to delete entire records or remove lines from existing records
Manage Records: How to Update One Row, Multiple Rows, or All RowsExtendInsights Data Management | Control how many rows are upserted from Excel to NetSuite
Manage Records: Updating Selected Lines Without Losing DataExtendInsights Data Management | Use replaceAll to update only specific lines on a transaction
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 | Configure Background Upload as the default option
FAQ: How to Manage Records Using Multi-Select FieldsExtendInsights Data Management | Create and update NetSuite records with multi-select fields
How to Refresh Metadata in ExtendInsights (Fields, Picklists, and Customizations)ExtendInsights Data Management | Refresh custom fields, picklists, and ExtendInsights metadata
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 | Override default settings such as batch sizes and warning behavior
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 | Fix missing custom fields when building templates
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