ExtendInsights Analytics now includes an AI-powered SuiteQL Query Generator, allowing you to download NetSuite data using natural language. This feature eliminates the need to build saved searches in NetSuite and enables fast, flexible data exploration directly in Excel.
With AI + SuiteQL, you can convert English prompts into SQL, preview results instantly, and automate reports with schedules.
Before You Begin
Open the ExtendInsights Analytics add-in in Excel.
Make sure your connected NetSuite role can access the data and fields you want to query.
To schedule a query, save the Excel workbook to OneDrive for Business or SharePoint. Scheduling is available to trial and Enterprise customers.
For an overview of the Query Builder workspace, review the Query Builder Workspace – Interface Overview
Walkthrough Video
You can watch the walkthrough video to see the AI Query Generator + SuiteQL in action, or follow the step-by-step instructions below.
Step 1: Open the Query Tab and Describe Your Data
Open the Query tab. Use the AI Query Generator to describe the NetSuite data you want.
A clear prompt should explain:
Which record type you want, such as invoices.
Which fields you need.
Any conditions or date ranges to apply.
How you want missing values handled.
How you want status values displayed.
For example, instead of asking for “invoice information,” specify the fields, filters, and display rules you need.
User Input:
Show me invoices with the invoice number, customer name, amount remaining, status, and transaction date. If the company name is missing, use the customer name instead so the field is not blank. Show “Open” when an invoice has a remaining balance and “Paid” when it does not. Do not show the internal NetSuite status code. Include invoices dated June 17, 2026, through September 15, 2026, that still have a remaining balance.
Each prompt is treated independently. Include all required details in the prompt; the AI Query Generator does not use previous prompts as conversation context.
Step 2: Generate, Preview, and Review the Query
After entering your prompt, generate the SuiteQL query.
You can also try a simpler prompt, such as:
Download all contacts
The AI may generate a query similar to:
SELECT
entityId,
fullName,
email,
phone,
isInactive,
dateCreated
FROM contact
You can use SuiteQL in ExtendInsights without first creating a saved search in NetSuite.
Click Preview.
Review the results. The preview displays the first 50 rows.
Refine your prompt or edit the SuiteQL as needed.
Preview the query again to confirm that it returns the data you expect.
Review AI-generated SuiteQL and its results before using them. The AI can generate incorrect or incomplete queries.
Edit a Query
Find the query in the query list.
Select the three-dot menu (…) and click Edit.
Update the SuiteQL manually or generate a new query with AI.
Preview the query before running it.
ExtendInsights supports both manual SuiteQL editing and AI-assisted query generation.
Rename, Describe, or Delete a Query
Find the query in the query list.
Select the three-dot menu (…).
Choose an available action:
Rename the query to make its purpose clear.
Add description to explain what the query returns.
Delete a query you no longer need.
Step 3: Run or Schedule the Query
ExtendInsights lets you run queries manually or schedule them to auto-refresh.
Run a Query Manually
From the Query pane.
Click the Refresh button to run the query.
Schedule a Query
Before scheduling, confirm that:
You are a trial or Enterprise customer.
The Excel workbook is saved to OneDrive for Business or SharePoint.
Then:
Open the Schedule pane.
Click + to add a schedule, or select an existing schedule from the three-dot menu (…).
Assign one or more reports or queries to the schedule.
Update the schedule or remove assigned items from the same screen.
For detailed instructions, see Scheduling Queries and Saved Searches.
Field Availability
Supports all standard and custom NetSuite fields available to the connected role
Custom fields that the role can see in NetSuite are available for query generation
Notes and Limitations
AI-generated SuiteQL is approximately 70% accurate. Review each query and its results before using them.
The prompt box is not conversational. Each prompt is treated independently, so include the necessary details in every prompt.
The generator supports languages available in GPT-4.1.
The preview shows up to the first 50 rows; it does not display the full query result