This walkthrough demonstrates how to use ExtendInsights Analytics and ExtendInsights Data Management together to perform quick data clean-up and upload transactions to NetSuite, all from Excel.
The video highlights a practical, end-to-end workflow that combines reporting, validation, and record creation.
What This Video Covers
Download Cash Sales Using Analytics
Run a NetSuite Saved Search using ExtendInsights Analytics
Download cash sales data into Excel
Review and analyze the data before making changes
Analytics is used here for reporting and validation, ensuring the data is accurate before updates are made.
Perform a Quick Data Clean-Up in Excel
Clean and adjust values directly in Excel
Validate totals and formatting
Prepare the data for upload
Using Excel as the workspace makes it easy to spot issues and correct them before updating NetSuite.
Background Upload with Data Management
Use ExtendInsights Data Management to upload cleaned data
Run the upload using Background Upload so you can continue working while the job processes
👉 Learn more about Background Upload and how it works.
Create Multiple Journal Entries
Convert cleaned cash sales data into multiple Journal Entries
Upload and create records in NetSuite in bulk using a Data Management template
This approach eliminates manual entry and reduces errors when creating high-volume transactions.
Why Use Analytics + Data Management Together?
Analytics helps you pull and validate data
Data Management lets you create and update NetSuite records
Excel becomes a single workspace for review, clean-up, and execution
Using both apps together enables fast, accurate, and scalable NetSuite data workflows.