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FAQ: Add or Switch NetSuite Connections in ExtendInsights NetSuite
FAQ: Add or Switch NetSuite Connections in ExtendInsights NetSuite

ExtendInsights Netsuite | Learn how to add or switch connections

Updated over a week ago

If you have a sandbox and production NetSuite environment or have different roles in NetSuite, You can easily add a connection and switch between roles or NetSuite environments without logging off.

Step 1: Go to Menu and select NetSuite Connection.

Step 2: Click Add then enter your NetSuite account ID and click Connect to NetSuite.

Learn how to find your NetSuite account ID here.

Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.

Step 4: Click Yes. Now, you have a new connection in ExtendInsights.

  • Once connected, there's no need to sign out. To switch between roles or NetSuite environments, simply go to Menu > Connections and select your preferred connection from the list.

  • There are distict color theme for the NetSuite evironment you are connected to. Check out here!

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