ExtendInsights lets you create or update NetSuite records from Excel. You can upload one row, several rows, or every row in your template. This guide explains how row selection works and what to check before uploading.
How ExtendInsights Chooses to Create or Update a Record
ExtendInsights checks Column B – Internal ID to determine what to do with each row:
Internal ID in Column B | Upload action |
Present | Updates the existing NetSuite record. |
Empty | Creates a new NetSuite record. |
⚠️ READ ME FIRST: Important Upload Rules
Select Consecutive Rows Only
When uploading selected rows:
Rows must be consecutive
There must be no empty rows or gaps
If a gap exists:
NetSuite will process rows only up to the first gap
Rows after the gap will be ignored
Upload in Batches (Non-Consecutive Rows)
If your data is not consecutive:
Select the first set of consecutive rows
Upload the rows
Confirm the upload was successful
Select the next set of consecutive rows
Repeat until all rows are processed
This ensures no records are skipped.
Update One Record
Use this when you want to update a single record.
Click any cell within the row you want to update.
Enable Records on selected rows only.
Upload the records.
ExtendInsights updates the record associated with that row.
Update Multiple Records
Use this option to upload several records together.
Select the cells across the rows you want to upload.
Confirm the selected rows are consecutive and have no gaps.
Turn on Records on selected rows only.
Upload the records.
Only the selected rows are sent to NetSuite.
Update All Records at Once
To upload every row in the template:
Turn off Records on selected rows only.
Upload the records.
ExtendInsights sends all rows in the template to NetSuite.
⚠️ Hidden rows are still uploaded. Hiding a row does not exclude it from processing.
Set the Default Row Selection Behavior
You can change whether Records on selected rows only is on or off by default using a global setting:
Go to Menu → Settings.
Turn Use Selected Rows Only on or off.
This setting applies across your workflows and can be changed at any time.
Choose an Upload Method
ExtendInsights offers two upload methods:
Upload method | Best for | How it works |
Real-Time Upload | Smaller datasets | Processes the upload and provides immediate feedback. |
Background Upload | Large datasets | Runs asynchronously and supports multiple concurrent uploads. |
📘 Learn more about Real-Time vs Background Upload.
Key Reminders
A populated Internal ID updates an existing record; an empty Internal ID creates a new record.
Selected rows must be consecutive and have no gaps.
Upload non-consecutive rows in separate batches.
Hidden rows are included when you upload all rows.
Choose Real-Time or Background Upload based on the size of the upload.
Need Help?
If rows are not updating as expected:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include screenshots showing your row selection and settings if possible.