ExtendInsights lets you delete entire NetSuite records or remove individual lines from an existing record using Excel.
⚠️ Important: Your NetSuite role must have Delete permission for the applicable record type. Without that permission, NetSuite will block the action.
First Things First
Before deleting a record or removing a line, retrieve the records into an ExtendInsights template. You can use:
A 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 start deleting records from the template.
Video Walkthrough
Watch the walkthrough video or follow the steps below.
Delete an Entire Record
Use this method to permanently delete one or more records from NetSuite.
🚨 Warning: Deleting a record is irreversible. Confirm that you have the correct records before continuing.
Make sure the Internal ID for each record you want to delete is in Column B – Internal ID.
In the ExtendInsights panel, click Delete from NetSuite, then click Delete Records.
ExtendInsights deletes the records listed in the template.
Confirmation: Successfully deleted rows are highlighted in gray.
Delete Only Selected Records
If the template contains multiple records and you want to delete only some of them, restrict the action to selected rows.
Select the worksheet rows for the records you want to delete.
Click Delete from NetSuite.
Turn on Records on selected rows only.
Click Delete Selected Records.
Only records on the selected rows are deleted from NetSuite.
Remove line/s to an existing record
Use this method to remove individual lines from an existing transaction, such as a Journal Entry or Vendor Bill. This removes the lines from the record; it does not delete the entire record.
Retrieve the existing record into Excel.
Select the worksheet row or rows for the lines you want to remove.
Right-click and choose Delete to remove the selected rows from the worksheet.
In the ExtendInsights panel, click Upload to NetSuite, then click Upload Records.
After the upload:
Open the record in NetSuite and confirm the lines were removed.
Verify that totals, such as the amount or balance, reflect the change.
In the example below, removing two lines changed the total from 353.57 to 237.93.
Need Help?
If deletions 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, Internal ID(s), and a screenshot if possible.