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99 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 | Know what our product is all about
The Interface - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Experience the new ExtendInsights interface
New Features! ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn about the new features
Feature Comparison Table: ExtendInsights Data Management Legacy vs New versionExtendInsights Data Management | See comparison chart of the differences between legacy and production version
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
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
Getting Started
Everything you need to know to get started with ExtendInsights!
🔍 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
End-User: Install ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to install ExtendInsights
End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to login
Best Practices for ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn about the best practices when the application
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 Office 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
Working with Templates
ExtendInsights Excel uses templates to map NetSuite records and fields to Excel. We will show you how easy it is to create one!
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 manage your templates
Working with Templates: Sharing TemplatesExtendInsights Data Management | Learn how to share a template with other users in your organization
Working with Template: 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: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Rearranging fields in a template
Working with Templates: Creating templates for NetSuite custom transaction typesExtendInsights Data Management | Learn how to create ExtendInsights Excel templates for NetSuite custom transaction types
Retrieving Data
There are 3 ways to pull existing records from NetSuite
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
We can help you update your NetSuite records, real-time or in the background. See how our tool can be use to help keep your records up-to-date!
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: ExtendInsights for Data Management NetSuite Background UploadExtendInsights Data Management | Learn how the Background Upload works
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
Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights. Watch and learn how to use the application
Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
Uploading Item Fulfillments with Serial/Lot numbersExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Upload new Journal EntriesExtendInsights Data Management | See how you can create Journal Entries using CloudExtend
Upload New Purchase OrderExtendInsights Data Management | Watch how you can create new Purchase Order via ExtendInsights
Upload new Sales OrderExtendInsights 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 OrderExtendInsights Data Management | Save time creating item receipts using ExtendInsights
Importing Credit Card Statements into NetSuite as Journal EntriesExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and ProspectsExtendInsights Data Management | Learn how to create leads and prospect with Customer template
How to Create NetSuite Expense ReportsExtendInsights Data Management | This article will show you how to create Expense Reports
How to Create and Manage Budget RecordsExtendInsights Data Management | Learn how to create and manage Budget Records
How to Create Transfer OrderExtendInsights Data Management | This article will show you how to create a transfer order via Excel
How to Create Inventory AdjustmentExtendInsights Data Management | Learn how to create inventory adjustment
Creating Serialized Assembly Items with ComponentsExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Creating and Managing NetSuite Promotion CodesExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price ListExtendInsights Data Management | Learn how to manage vendor price list
Applying Customer Payment to an InvoiceExtendInsights Data Management | Learn how to apply payment to invoices
Creating Bill of Materials and BOM revisionsExtendInsights 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 ExcelExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
Making a Hyperlink back into Excel WorkbookExtendInsights 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
FAQ
Frequently asked questions for ExtendInsights for Data Management NetSuite
Frequently Asked Questions about the Excel 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
End-User: Switching from SmartClient to ExtendInsights Data ManagementExtendInsights Data Management | Learn how to Switch to the new version of 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: ExtendInsights for Data Management NetSuite usage metricsExtendInsights Data Management| Learn how to report on usage
Tips & Tricks
Tips & Tricks when using ExtendInsights Data Management
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
Experiencing difficulties? Take a look at the articles for step-by-step instructions on resolving them!
Troubleshooting: Getting stuck at the login page of Excel AppExtendInsights Data Management | Know what to do when you cannot login to ExtendInsights app
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
Troubleshooting: Formula not CalculatingExtendInsights Data Management | See steps how to fix issues when your formulas are not working in Excel
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