ExtendInsights Excel uses templates to map NetSuite records and fields to Excel. We will show you how easy it is to create one!
15 articles
Working with Templates: What is ExtendInsights Template and how to build one?ExtendInsights Data Management | Learn what ExtendInsights template is and how to build from scratch
Working with Templates: Finding your NetSuite field names in the template builderExtendInsights Data Management | Learn how to correlate display names to field ID
Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my ExtendInsights Template builder?ExtendInsights Data Management | See settings on how to show NetSuite fields Ids
Working with Templates: Using picklists (Cell Operations)ExtendInsights Data Management | Check out enhanced feature of using picklist values
Working with Templates: Error notificationExtendInsights Data Management | Know the different color notifications when errors or warnings are prompted by NetSuite
Working with Templates: Sharing TemplatesExtendInsights Data Management | Learn how to share a template with other users in your organization
Working with Template: Delete your templatesExtendInsights Data Management | Know how to delete ExtendInsights templates
Working with Templates: Managing your TemplatesExtendInsights Data Management | How to manage your templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Learn how to add new NetSuite schema field by using NetSuite workflow and custom field
Working with Templates: Why do I not see all my fields when building a template in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | When building a template in ExtendInsights not all of the fields are showing
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?ExtendInsights Data Management | Using internal ID's with the CloudExtend Excel Data Management for NetSuite
Working with Templates: Can I rename the field names in my ExtendInsights for Data Management NetSuite table?ExtendInsights Data Management | Renaming Header names in Excel
Working with Templates: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Rearranging fields in a template
Working with Templates: Creating templates for NetSuite custom transaction typesExtendInsights Data Management | Learn how to create ExtendInsights Excel templates for NetSuite custom transaction types
Working with Templates: Refreshing picklist values in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to refresh picklist values