ExtendInsights Data Management provides three ways to retrieve existing records from NetSuite into Excel:
Saved Search
Data Filter (Rules)
Internal ID–based retrieval
Each method serves a different purpose. This guide explains when to use each option and how they differ.
Retrieval Options at a Glance
Method | Best For | Requires NetSuite Setup | Precision | Reusability |
Saved Search | Complex logic, summaries, formulas | Yes | Medium–High | High |
Data Filter (Rules) | Quick, ad-hoc filtering | No | Medium | Medium |
Internal ID | Exact, targeted records | No | Highest | Low |
Choose How You Want to Retrieve Records
ExtendInsights offers three ways to pull records from NetSuite. Choose the option that fits your goal.
Saved Search
Use a NetSuite Saved Search to retrieve a predefined set of records.
Best for:
Complex filters or formulas
Summary or grouped results
Reusing an existing NetSuite report
Notes:
Managed in NetSuite
Requires Saved Search permissions
👉 Tip: For scheduled or repeat reporting, consider ExtendInsights Analytics.
Data Filter (Rules)
Use rule-based filters created directly in ExtendInsights.
Best for:
Quick, ad-hoc filtering
One-time or flexible data pulls
No NetSuite setup required
Notes:
Built and saved inside ExtendInsights
Filters are reusable across workbooks
Internal ID (Most Precise)
Retrieve exact records only using NetSuite Internal IDs.
Best for:
Targeted updates or validations
High-confidence, high-performance retrieval
When you already know the records you need
How it works:
Paste Internal IDs into Column B – Internal ID
Click Reload Records
Only matching records are retrieved
💡 Recommended for precise updates.
Need Help?
If you need help deciding between Internal IDs, Data Filters, and Saved Searches:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and filter criteria you’re trying to use.