ExtendInsights Data Management lets you create NetSuite records directly from Excel. You can enter data manually, copy and paste data from another system, or use an existing NetSuite record as the starting point for a new one.
This guide uses Journal Entries as the example. The same general approach applies to other transaction records, such as Invoices, Vendor Bills, and Expense Reports.
Choose a Creation Method
You can use ExtendInsights to:
Create one record.
Create a new record based on an existing NetSuite record.
Create one record with multiple lines.
Create multiple records in one upload.
Walkthrough Video
Watch the walkthrough video or follow the steps below.
Create One Record with Multiple Lines
You can enter line-level data directly in the template, or prepare the data in another worksheet or system and copy it into the template.
As long as the rows have the same header-level values, ExtendInsights treats them as lines on the same record.
Enter Values Manually
For fields with list values, such as Account, Location, or Entity, you can:
Select a value using the picklist feature.
Type part of the value into the cell. ExtendInsights looks up matching picklist values as you type and move out of the cell with Tab or Enter. You don’t need to remember or look up the Internal ID.
Copy and Paste Data
If your data comes from another system, prepare it in Excel and copy it into the ExtendInsights template. Confirm that the columns and values align with the template fields before uploading.
➡️ See the guide to using picklists with Cell Operations for more information.
💡 Tip: Header values must match across the rows you want included in the same record.
Create a New Record Based on an Existing NetSuite Record
1. Reload the Existing Record
Copy the Internal ID of the NetSuite record.
Paste it into Column B – Internal ID in your template.
Click Reload Records to retrieve the record into Excel.
2. Prepare the Data for a New Record
Before uploading, clear these fields:
Internal ID
Transaction ID (
tranID)
Then update the other values you need, such as the transaction date and line-level amounts.
🚨 Important: Clearing the Internal ID tells ExtendInsights to create a new record instead of updating the existing one. Clear tranID so NetSuite can generate a new transaction number.
3. Upload the New Record
Click Upload to NetSuite, then click Upload Records. A green Internal ID indicates that the new record was created successfully.
Create Multiple Records in One Upload
ExtendInsights groups rows with matching header-level values into one record. A change in a header-level field starts a new record.
Example: Group Records by Transaction Date
If the rows have three different trandate values, and the other header-level values match within each group, ExtendInsights creates three separate Journal Entries.
Example: Group Records by Transaction Date and Memo
You can use Memo or another header-level field to distinguish records.
For example:
The first two rows have the same transaction date and memo, so they create one Journal Entry.
The last four rows have the same transaction date and memo, so they create a separate Journal Entry.
💡 Tip: Use a header-level field such as Memo to control how rows are grouped into records.
Upload and Confirm the Results
After you finish entering or preparing the records:
Click Upload to NetSuite, then click Upload Records.
Check the upload results. A green Internal ID indicates successful creation.
Open the records in NetSuite to confirm the data is correct.
Upload Methods: Real-Time vs Background
ExtendInsights supports two upload modes:
Real-Time Upload
Best for small datasets
Immediate feedback
Background Upload
Best for large datasets or multiple uploads
Upload continues even if Excel is closed
➡️ Learn more about Background Upload.
Need Help?
If records don’t create 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 a screenshot of your template if possible.