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Working with Templates: Renaming Field Names in an ExtendInsights Table

ExtendInsights Data Management | How to rename column headers in Excel

Updated today

Some NetSuite field names may not be intuitive for all users. For example, when entering Vendor Bills, the NetSuite field Entity actually refers to the Vendor.

To make templates easier to use, you can rename column headers in Excel without affecting how data maps to NetSuite.


What You Can Rename (and What You Can’t)

✔️ You can rename:

  • Column headers in Row 2, starting from Column C onward

  • This is the visible header row used by end users

❌ You must NOT rename or reorder:

  • Column A – Reserved Status Column

    • Used by ExtendInsights to display success, warning, and error messages

  • Column B – Internal ID Column

    • Used to track NetSuite record identifiers

  • Row 1 (hidden mapping row)

    • Contains the field mapping between Excel and NetSuite

⚠️ Renaming, reordering, or editing any of the above can cause uploads or updates to fail.


How to Rename Column Headers Safely

  1. Locate Row 2 in the ExtendInsights table (the header row).

  2. Start renaming headers from Column C onward.

  3. Click the header cell you want to rename (for example, Entity).

  4. Enter a more user-friendly name (for example, Vendor Name).


⚠️ Important Notes

  • Renaming headers does not change how data is sent to NetSuite

  • Header name changes are not saved with the template

  • Reloading a template resets headers to the original NetSuite field names

  • Column order must be preserved for:

    • Column A (Reserved)

    • Column B (Internal ID)


Need Help?

If you’re unsure which columns are safe to rename:

📎 Include a screenshot of your template if possible.

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