ExtendInsights Data Management lets you create, update, and manage NetSuite records from Excel. The current version includes a redesigned interface, federated sign-in, and updates to templates, filters, and picklists.

The updated interface is designed to make common workflows easier to find, including templates, filters, uploads, and settings.

Sign in to ExtendInsights with your Microsoft 365 or Google account. You can add and use multiple NetSuite connections from the same add-in.

Your identity is managed through Microsoft or Google. NetSuite roles and accounts are accessed through the NetSuite connections you add.

You can use a Google account to sign in, including when your organization does not use Microsoft 365. Google sign-in provides the same ExtendInsights functionality as Microsoft sign-in.

Organization templates let teams share templates and use consistent record structures. Sharing templates can also reduce duplicate template creation.

See the Sharing Templates guide to learn how to share templates with your organization.

Filters are saved with the workbook. When you share a workbook, other users can view, reuse, or edit its filters. Filters remain associated with the applicable record type.

Saved Searches and user-created filters appear in one interface, making them easier to browse and apply.

The Picklist panel, also called Cell Operations, can be dragged, expanded, and minimized. It is designed to make large value lists easier to browse.

You can also use the panel to clear a field value or select a value from a picklist.

➡️ See Picklists (Cell Operations) for more information.

Choose a Light, Dark, or System theme. ExtendInsights also uses environment colors to help you identify the NetSuite environment:

Check the environment shown in the add-in before working with NetSuite data.

ExtendInsights uses the NetSuite 2025.2 WSDL. This supports fields introduced in that release.

Support for new record types from the release is still being validated. A record type may not appear in the app until that validation is complete. If you need a record type that is not available, contact Support.

There is no fixed limit to the number of NetSuite accounts you can connect to. Your email address must be licensed by your administrator.

You can add connections for multiple Production, Sandbox, and Test Drive accounts and manage them from the same add-in.

ExtendInsights Data Management also supports:

➡️ See the Frequently Asked Questions article for common questions about login, templates, uploads, and behavior.