When you complete the migration process, the templates from the previous version will now be accessible in your template list.
💡 Note: After migration, any workbooks that contain calculations and formulas that are used to pull data to your ExtendInsights template will still function as is. |
We have a full article on how to log in and have an overview of how this new version works!
🚀 The guide can be found here!
Template Repository
Go to Menu> Templates.
👉 Learn more about templates here.
How to Load Templates
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From the Template List
Step 1: Open a new workbook or add a worksheet in Excel.
Step 2: Hit Menu > Templates.
From the Main Screen
Step 1: Open a new workbook or add a worksheet in Excel.
Step 2: Enable the Start with a Template button.
Step 3: Select the options to start working on your NetSuite records.
FAQ
🔵 Can we use the template shared or received from another user?
Yes, you can. It will be recognized by the ExtendInsights app.
🔵 Will the calculations and formulas still work using our existing workbooks?
Yes! No need to change the current process that you have. The workbooks that you are using right now will work as is.
🔵 How can I share templates with the organization?
Check this link to learn how.
🔵 What version of ExtendInsights am I using?
If you are using ExtendInsights new app, you will see two tabs:
The new version of ExtendInsights Excel will incorporate the merging of the two Excel applications, given that you possess a license for both apps.
There is no requirement to install a separate application, as both functionalities will be accessible within one platform.
Effortlessly log in and connect to NetSuite for each of the applications
Utilize your Microsoft or Google account to access both apps through a unified user interface.