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FAQ: ExtendInsights Operations Explained

ExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates

Updated over 2 months ago

ExtendInsights interacts with NetSuite via web services which allow users to perform business processes to:

  • Create, Upload, and Delete records

  • Filter and Download records

With ExtendIns, we manage records in NetSuite in a few clicks with the use of these buttons!

Download

Using Internal Ids

  • Put the internal Id/s of the record to pull from NetSuite to your ExtendInsights table.

  • Reload performs getList which returns records in edit mode.

  • Inventory details will be pulled using the Reload operation.

Using Filters

  • This is used to execute a query based on the rule assigned by the user to filter records within the application

  • Using download see make a search request that fetches records in read mode.

  • Note that inventory details such as serial numbers and lot numbers will not be pulled using Download then filters. Once downloaded, use Reload to request this additional data from NetSuite.

Upload

  • This is used to create or edit an existing record.

  • Update/Upsert updates an existing record if you have the internal Id/s value in the ExtendInsights table.

  • Choose between real-time and background upload. See more information here.

Real-Time Upload

Background Upload

  • Supports up to 1000 lines for Journal Entries

  • Wait for the process to complete before you want to work on another tab or workbook

  • Cannot submit multiple upload jobs simultaneously

Delete

  • Enter the internal Id/s of the record to delete and this will perform the delete request of the entire record in NetSuite.

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