ExtendInsights Data Management supports NetSuite custom transaction types, allowing you to create and manage custom transaction records directly from Excel.
However, there is one important limitation to be aware of when building templates for custom transactions. You'll just need to exercise some caution to ensure you are adding in the necessary fields.
⚠️ Important Limitation to Understand
When creating a template for a custom NetSuite transaction type, the field list in the template builder is not limited to fields that belong only to that custom transaction.
This happens because:
NetSuite SOAP Web Services does not return a restricted field list for custom transaction types
As a result, ExtendInsights cannot automatically filter the field list to only valid fields for the custom transaction
This is a NetSuite API limitation, not an ExtendInsights issue.
🎥 Video Walkthrough
We recommend watching the short video below for a visual walkthrough of building templates for NetSuite custom transaction types and understanding which fields to include.
Best Practices for Custom Transaction Templates
To avoid issues when working with custom transaction types, follow these recommendations:
Review the custom transaction definition in NetSuite before building the template
Compare selected fields against the NetSuite UI form for the custom transaction
Include only:
Required header-level fields
Valid line-level fields (if applicable)
Avoid adding fields that do not appear on the custom transaction form
Test uploads with a small dataset before running large batches
💡 Tip:
If you’re unsure whether a field applies to your custom transaction, try creating or editing a single record in the NetSuite UI and confirm the field is available there.
Need Help?
If you’re unsure which fields should be included for your custom transaction:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the custom transaction name and a screenshot of the NetSuite form if possible.