Keeping NetSuite data accurate is important. ExtendInsights Data Management lets you retrieve existing records into Excel, make changes in a template, and upload those changes to NetSuite while respecting your NetSuite role permissions.
This guide covers how to:
Update fields on existing records.
Upload selected records only.
Add lines to an existing record.
First Things First
Before making updates, retrieve the records into an ExtendInsights template. You can use:
A NetSuite Saved Search.
A Data Filter.
NetSuite Internal IDs.
➡️ See the Retrieve Data guide collection for instructions on these methods.
After the records are loaded into Excel, you can make changes in the template.
Update Data in the Template
After downloading records, you can modify values directly in Excel and upload the changes back to NetSuite.
Watch the walkthrough video or follow the steps below.
Scenario 1: Update Fields on an Existing Record
In this example, we will:
Add a Memo value at the header level
Change Debit and Credit amounts from 100 to 50
Add Location = Boston at the line level
1. Make the Changes in Excel
Edit the values you want to update directly in the template.
🚨 Do not change Column B – Internal ID. ExtendInsights uses the Internal ID to identify the existing NetSuite record and determine that it should be updated.
2. Upload the Changes
In the ExtendInsights panel, click Upload to NetSuite.
Select Upload Records.
3. Confirm the Update
An Internal ID highlighted in green indicates a successful upload. To verify the changes, open the record in NetSuite and review the updated fields.
Scenario 2: Update Selected Records Only
Use this option when you want to upload only specific records from the template.
Select the rows or cells for the records you want to update.
Click Upload to NetSuite in the ExtendInsights panel.
Turn on Records on selected rows only.
Click Upload Selected Records.
Only records on the selected rows are sent to NetSuite. An Internal ID highlighted in green indicates a successful upload. Open the records in NetSuite to verify the changes.
Scenario 3: Add Lines to an Existing Record
You can add lines to an existing transaction, such as a Journal Entry or Vendor Bill, from Excel.
Retrieve the existing record into an ExtendInsights template.
Insert worksheet rows for the additional lines. Enter the values for the new line-level fields.
Keep the header-level values the same across the rows that belong to the record. Matching header values tell ExtendInsights that the lines belong to the same record.
In the ExtendInsights panel, click Upload to NetSuite, then upload the records.
Check the Internal ID for a green success indicator, then open the record in NetSuite to verify that the new lines were added.
Key Reminders
Retrieve the existing records before updating them.
Keep the Internal ID in Column B unchanged.
Use Records on selected rows only when you want to upload only selected records.
Keep header-level values consistent across rows when adding lines to the same record.
Review the upload results and verify the changes in NetSuite.
Need Help?
If updates don’t behave as expected:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and screenshots if possible.