ExtendInsights for Data Management (NetSuite) allows administrators to customize global default settings that control how data operations behave. These settings can help optimize performance, enforce stricter validation, or work around NetSuite API limitations.
This article explains what can be customized, how the settings work, and when to adjust them.
⚠️ Important Scope and Impact
All settings described in this article are:
Global
Applied to all ExtendInsights for Data Management users
Effective immediately after being saved
Changes should be reviewed carefully and tested in Sandbox before applying to Production.
Prerequisites
Before modifying any settings:
A NetSuite Administrator must install the CloudExtend Excel Data Management for NetSuite bundle
Learn how to install the bundle here
If you previously created custom settings
If your team created custom records at the direction of Celigo Support before installing the bundle, ensure your NetSuite Admin has followed the cleanup and migration steps outlined in the setup instructions before continuing.
🎥 Accompanying Video
We recommend watching the accompanying video before making changes to understand how these settings affect ExtendInsights behavior.
Understanding Batch Sizes
Many ExtendInsights operations process records in batches.
What is a batch size?
A batch size defines how many records are sent between Excel and NetSuite in a single operation.
Example:
If you delete 600 records and deleteBatchSize is set to 100:
ExtendInsights processes 6 batches of 100 records
NetSuite processes each batch sequentially and returns results before the next batch begins
⚠️ Batch Size Considerations
Increasing batch sizes:
May improve speed in some environments
Can also cause timeouts or failures if NetSuite cannot process the larger batch within its limits
💡 Recommendation:
Increase batch sizes cautiously and test changes in Sandbox.
Custom Settings You Can Modify
The following settings are available in the ExtendInsights configuration record.
Setting | Default Value | Description |
| 100 | Number of records processed per delete operation |
| 25 | Number of records returned per page during downloads |
| 25 | Number of records processed during refresh |
| 50 | Number of records processed per upload batch |
| false | Controls whether NetSuite warnings block record creation or updates |
Treat Warnings as Errors
By default:
NetSuite warnings (e.g., Vendor Credit Limit Exceeded)
Allow the record to be saved
Display a yellow warning in the Reserved column
When treatWarningsAsErrors is set to true:
The record is not saved
ExtendInsights returns a red error message
Users must resolve the issue before retrying
This setting is useful when warnings should prevent data changes.
How to Modify Batch Size Settings
Your NetSuite Administrator must update the configuration record.
In NetSuite, use Global Search to find:
Celigo CENS Batch Size Setting RecordOpen the record.
(Recommended) Customize the list view to include the Value column and enable inline editing.
Update the desired setting (for example,
uploadBatchSize).Save the record.
Changes take effect immediately.
Advanced: Custom Metadata to Work Around NetSuite API Limitations
ExtendInsights uses a custom metadata record to work around known NetSuite API limitations:
Custom Record ID:
customrecord_celigo_smartclient_meta
1. Picklist Search Workarounds
Use this record when:
A picklist field is read-only in the user’s form
NetSuite API does not return available values
You still need the values for filtering or selection
2. Custom Segment Metadata
NetSuite APIs do not always expose custom segment metadata.
This record allows ExtendInsights to retrieve:
Segment values
Relationships
Dependencies
3. Custom Field Dependencies
If a field depends on another field (standard, custom, or segment):
Dependency metadata can be defined here
ExtendInsights uses this metadata during template building and validation
Need Help with Metadata Configuration?
Defining custom metadata records requires careful setup.
If you encounter NetSuite API limitations or need help defining metadata:
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the field or segment details and the use case you’re trying to support.