All CollectionsExtendInsights for Excel NetSuite EditionExtendInsights for Data Management NetSuite
FAQ
Frequently asked questions for ExtendInsights for Data Management NetSuite
19 articles
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