All CollectionsExtendInsights for Excel NetSuite EditionExtendInsights for Data Management NetSuite
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!
16 articles
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