When creating an ExtendInsights Data Management template, you may notice that the field names shown in NetSuite do not always match the field names available in the template builder.

This is expected behavior.

ExtendInsights lists fields using NetSuite field identifiers, but the way those identifiers appear in the template builder may differ slightly from how they appear in NetSuite

Why Don’t the Field Names Match?

In NetSuite, every field has two identifiers:

Display Name
What users see on the NetSuite form (for example, Entry No.)
Field ID
The internal identifier used by NetSuite APIs (for example, tranid)

💡Note:

The template builder is driven by field IDs, but they may be displayed in a slightly more readable format.

⚠️ Important Naming Differences to Be Aware Of

Some field IDs appear with spaces in the template builder.
- Example:
  - Field ID in NetSuite: tranid
  - Field name shown in template builder: Tran ID
Custom fields behave differently:
- Custom fields typically appear using their UI (display) name,
- Not the raw field ID (custbody_, custcol_, etc.)

This means:

For standard fields, search using the field ID concept (even if spacing differs).
For custom fields, search using the name shown on the NetSuite form.

🔍 How to Find a Field ID in NetSuite

Watch the video walkthrough or follow the steps below to identify the correct field ID.

Step 1: Open the Record in NetSuite

Navigate to the NetSuite record type you’re working with (for example, Journal Entry, Sales Order, Vendor Bill).
Open an existing record or start creating a new one.

Step 2: Click the Field Label

Hover over or click the field display name.
Look for the question mark ( ? ) icon next to the label.

Step 3: View the Field ID

Click the question mark icon.
Scroll to the bottom of the field help panel.
Locate the Field ID value.

Example

Display Name in NetSuite: Entry No.
Field ID: tranid
Template Builder Name: Tran ID

When building a template, search for Tran ID (not Entry No.).

This is the identifier ExtendInsights uses behind the scenes.

Make Templates Easier for End Users

After loading a template into Excel:

You can safely rename the column header (Row 2) to match the NetSuite display name.
This improves readability for end users.
Do not edit the hidden mapping row (Row 1) unless you are a power user.