Menu Page
The Menu page lets you switch NetSuite roles and environments, check schedules, logs and more.
Data Sources
If you have different data sources, you that you want to establish connection you can switch different platforms.
Connections
NetSuite Connections
This view displays the different roles and environments connected to the ExtendInsights application. In this new version, switching between accounts or roles is now easier than ever.
Click Add to connect additional NetSuite connection or other data source.
💡 Note:
Saved searches are linked to the workbook and worksheet where they were originally downloaded, and they are saved separately for each NetSuite account.
Check out the guide for steps on adding or switching NetSuite connections.
Other Connections
This view displays additional connections you've established using other platforms, such as:
Salesforce
Google Analytics
Chargebee
Stripe
HubSpot
Logs
The Logs section lets you track all activity across data sources.
You’ll see logs for successful runs, errors, manual downloads, and scheduled downloads.
Use filters to sort by data source or connection to quickly find what you're looking for.
This ensures transparency and helps troubleshoot more effectively.
Settings
For ExtendInsights Analytics, you’ll also see the status of your Microsoft grant for scheduling purposes.
