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ExtendInsights Data Management | Create, update, and manage NetSuite records directly from Excel

Overview: ExtendInsights Data Management for NetSuite

ExtendInsights Data Management | Guides and resources to ensure you’re set up for success

🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!

ExtendInsights Data Management | End-user guide to working with NetSuite data in Excel

End-User: Getting Started Guide for ExtendInsights Data Management

ExtendInsights Data Management | Can’t find what you’re looking for? Here’s how to get help

Learn How to Get Support - ExtendInsights for Data Management NetSuite

ExtendInsights Data Management | Go Live checklist and End-User Guidelines

ExtendInsights for Data Management NetSuite Go Live Checklist &  End-user Guidelines

ExtendInsights Data Management | Learn how to install ExtendInsights

End-User: Install ExtendInsights for Data Management NetSuite

ExtendInsights Data Management | How to sign in and manage NetSuite connections

End-User: Logging into ExtendInsights for  Data Management NetSuite

ExtendInsights Data Management | Explore and understand the ExtendInsights workspace

The Interface: ExtendInsights for Data Management NetSuite

ExtendInsights Data Management | Recommended practices for creating and maintaining NetSuite records in Excel

Best Practices for ExtendInsights for Data Management NetSuite

Everything you need to know to get started with ExtendInsights! 

Getting Started for End-Users

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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