ExtendInsights Analytics allows you to connect to multiple NetSuite roles and environments (for example, Sandbox and Production).
If you previously downloaded saved searches using one connection and want to run the same searches against a different NetSuite account or role, you can update the connection without rebuilding your Excel files.
Requirements for a Seamless Update
For the update to work correctly:
Your Sandbox and Production environments must mirror each other
Saved Search names and Search IDs must match in both environments
The saved searches must exist in the target NetSuite account
If these conditions are not met, searches may fail or return errors.
When This Is Useful
This workflow is commonly used when:
You built analytics in Sandbox and want to run them in Production
Tokens were revoked in NetSuite, and the connection needs to be reauthenticated
The wrong NetSuite role or account was selected during initial setup
You want to reuse existing analytics across environments
How to Update a NetSuite Connection
Step 1: Open the Analytics Workbook
Open the Excel workbook that contains the downloaded saved searches
Step 2: Update the Connection
Open the Left Menu
Select Connections
Locate the NetSuite connection you want to change
Click the three-dot (⋯) menu on the connection card
Select Update
Step 3: Reauthenticate with NetSuite
Enter the NetSuite Account ID
Log in with your NetSuite credentials
Select the appropriate role and click Allow
Step 4: Review Scheduled Searches
After authentication, ExtendInsights displays a preview of all scheduled saved searches associated with this connection across your workbooks.
Review the Status column for any errors
Confirm that searches are expected to run using the updated connection
If errors appear, they typically indicate:
Missing saved searches
Permission differences between environments
Search ID mismatches
Step 5: Confirm the Update
Confirm the update to complete the process
Once confirmed:
The connection is updated
All associated saved searches now run against the new NetSuite account or role
Best Practices
Test saved searches manually in the new environment before scheduling
Keep Sandbox and Production saved searches aligned
Use consistent naming and Search IDs across environments
Review permissions when switching roles or accounts
Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat from within ExtendInsights
✉️ Email cloudextend-support@celigo.com
📎 Include the workbook name, saved search names, and screenshots when possible.