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FAQ

Frequently asked questions for CloudExtend Excel Data Management

19 articles
Frequently Asked Questions about the Excel Data ManagementXLNS | See frequently asked questions about the new version of the application
FAQ: How to Default to Background UploadXLNS | Learn how to default to Background upload
FAQ: How to manage records using Multi-Select FieldXLNS | Learn how to create and update records for multi-selct field
FAQ: How to Refresh MetadataXLNS | This article will show you different ways to refresh your custom fields and picklist values
FAQ: Determine the NetSuite connection you have for CloudExtend Excel Data Management for NetSuiteXLNS | Know when you are connected to NetSuite Production, Test Drive or Sandbox
FAQ: Understanding Excel Data Management Menu OptionsXLNS | Know the different setting and options you can do when going to the Menu
FAQ: Real-time and Background UploadXLNS | Learn the two methods of upload using CloudExtend
End-User: Switching from SmartClient to CloudExtend Excel Data ManagementXLNS | Learn how to Switch to the new version of CloudExtend
FAQ: Does CloudExtend Excel Data Management for NetSuite support custom segments?XLNS | Use Custom Segments with CloudExtend Excel Data Management for NetSuite
FAQ: Picklist Selection - Cell OperationsXLNS | Learn more about the new design in using cell operations panel
FAQ: Deprecation/Removal of Raw download and Search JoinsXLNS | Some features not included in the new version
FAQ: CloudExtend Operations ExplainedXLNS | Know how CloudExtend interacts with NetSuite when using templates
FAQ: How are workflows/scripts affected when updating or creating records using CloudExtend Excel Data Management?XLNS | Learn how workflows/scripts affect when managing data using CloudExtend
FAQ: Regional date formats with CloudExtend Excel Data Management for NetSuiteXLNS | Learn how to work with date formats in regions other than the US
FAQ: Limitations with Matrix Items using CloudExtend Excel Data Management for NetSuiteXLNS | Learn the limitations of managing matrix items
FAQ: Using a formula to remove the bracketed internal ID of a fieldXLNS | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
FAQ: Customizing CloudExtend Excel Data Management for NetSuite to modify default settingsXLNS | 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?XLNS | SOAP Web Services must be enabled for CloudExtend Excel Data Management for NetSuite to function properly
FAQ: CloudExtend Excel Data Management for NetSuite usage metricsXLNS | Learn how to report on usage