Skip to main content

Working with Templates

ExtendInsights Excel uses templates to map NetSuite records and fields to Excel. We will show you how easy it is to create one!

14 articles
Working with Templates: What is ExtendInsights Template and how to build one?ExtendInsights Data Management | Learn what templates are and how to build them effectively
Working with Templates: Finding NetSuite Field Names in the Template BuilderExtendInsights Data Management | How to correlate NetSuite display names with field IDs
Working with Templates: How to Display NetSuite Field IDsExtendInsights Data Management | Enable NetSuite Field IDs to find the correct fields for the template builder
Working with Templates: Using Picklists (Cell Operations)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
Working with Templates: Error NotificationsExtendInsights Data Management | Understand color-coded success, warning, and error messages
Working with Templates: Sharing TemplatesExtendInsights Data Management | How to share templates with other users in your organization
Working with Templates: Deleting TemplatesExtendInsights Data Management | Learn how to delete ExtendInsights templates
Working with Templates: Managing your TemplatesExtendInsights Data Management | How to load, update, copy, share, and delete templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights TemplatesExtendInsights Data Management | Add a new NetSuite schema field by using workflow and custom fields
Working with Templates: Using Internal IDs in Picklist FieldsExtendInsights Data Management | Reference valid NetSuite values using internal IDs
Working with Templates: Renaming Field Names in an ExtendInsights TableExtendInsights Data Management | How to rename column headers in Excel
Working with Templates: Rearranging Fields in a TemplateExtendInsights Data Management | How to reorder fields in the template builder
Working with Templates: Creating Templates for NetSuite Custom Transaction TypesExtendInsights Data Management | How to build ExtendInsights Excel templates for custom transactions
Working with Templates: Refreshing Picklist Values (Cell Operations)ExtendInsights Data Management | How to refresh cached picklist values