Data Management NetSuite
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114 articles
Product Overview: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Understand what the product does and how it helps
Admin Setup Guide
Guides on configuration and setup needed for Admins
Admin: ExtendInsights for Data Management NetSuite Setup GuideExtendInsights Data Management | Guide to help streamline your setup
Admin: ExtendInsights for Data Management NetSuite can be installed by your Microsoft 365 AdminExtendInsights| Learn how Admins can install ExtendInsights Apps for multiple users at once
Admin: Installing the Excel bundle for ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Install and manage the CloudExtend Excel bundle for NetSuite
Admin: Add New Users to ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Admin checklist for onboarding new users
Licensing: Manage ExtendInsights licenses and Administrator usersExtendInsights Data Management | Manage users and licenses in the CloudExtend portal
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights!
🔍 Find all your important ExtendInsights for Data Management NetSuite Resources in 1 place here!ExtendInsights Data Management | Guides and resources to ensure you’re set up for success
End-User: Install ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to install ExtendInsights
End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to sign in and manage NetSuite connections
End-User: Getting Started Guide for ExtendInsights Data ManagementExtendInsights Data Management | End-user guide to working with NetSuite data in Excel
Best Practices for ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Recommended practices for creating and maintaining NetSuite records in Excel
ExtendInsights for Data Management NetSuite Go Live Checklist & End-user GuidelinesExtendInsights Data Management | Go Live checklist and End-User Guidelines
Learn How to Get Support - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Can’t find what you’re looking for? Here’s how to get help
How-To's
Learn how to use ExtendInsights Data Managmement
Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights. Watch and learn how to use the application
Working with Pricing Matrix via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and update pricing matrix
Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to upload Item Fufillments with Inventory Details
Upload New Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | See how you can create Journal Entries
Upload New Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Watch how you can create new Purchase Order
Upload New Sales Order via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Sales Order via ExtendInsights
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create new Advanced Intercompany Journal Entry
Importing Credit Card Statements into NetSuite as Journal Entries via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to download your credit card statement from the bank and create a corresponding Journal Entry
Create Lead and Prospects via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create leads and prospect with Customer template
How to Create Transfer Order via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create a transfer order via Excel
How to Create and Manage Budget Records via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage Budget Records
How to Create Inventory Adjustment via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create inventory adjustment
Creating Serialized Assembly Items with Components via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to to create new serialized assembly item with components
Item Receipts for Purchase Order via ExtendInsights Data ManagementExtendInsights Data Management | Save time creating item receipts using ExtendInsights
How to Create Expense Reports via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Expense Reports
Creating and Managing NetSuite Promotion Codes via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create and manage NetSuite Promotion Codes
Managing Vendor Price List via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to manage vendor price list
Creating Bill of Materials and BOM revisions via ExtendInsights Data ManagementExtendInsights Data Management | This article will show you how to create Bill of Materials and Bill of Material Revisions
Creating, Editing, and Viewing NetSuite Quotes in Excel via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to present beautiful Excel-based quotes to your customers
Making a Hyperlink back into Excel Workbook via ExtendInsights Data ManagementExtendInsights Data Management | See instructions on how to generate hyperlinks and upload them to NetSuite
Assigning Multiple Companies (Customers/Projects) to a Contact using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to assign multiple company fields of a contact record
Create Multiple Work Orders using ExtendInsights Data ManagementExtendInsights Data Management | Learn how to create Work Orders
Create NetSuite Cash Sales Faster In ExcelExtendInsights Data Management | Learn how to create Cash Sales using the app
How to Remove Extra Quantity and Price Level on Inventory ItemsExtendInsights Data Management | Let's explore how to remove extra quanity pricing using the app
How to Create NetSuite Return Authorization for a Sales OrderExtendInsights Data Management | Find out how to use the app to create a NetSuite Return Authorization
How To Create NetSuite Item Receipts from Return Material Authorization in ExcelExtendInsights Data Management | Learn how to bulk import NetSuite Item Receipts from customer RMA's
Applying Customer Payment to an Invoice via ExtendInsights Data ManagementExtendInsights Data Management | Learn how to apply payment to invoices
Updating Expected Receipt Date for Purchase OrdersExtendInsights Data Management | Know how to easily update the Expected Receipt Date for Purchase Orders
Creating NetSuite Assembly Build with Inventory Detail for Header and ComponentExtendInsights Data Management | Building Assembly Items using ExtendInsights
Create a Bank Deposit Record Linked to a Cash SaleExtendInsights Data Management | Learn how to create deposit payment to Cash Sales via the ExtendInsights app
Creating Inventory Cost Revaluation in MassExtendInsights Data Management | Learn how to create Inventory Cost Revaluation for a Purchase Order
Project Task Upload ManagementExtendInsights Data Management | Manage project tasks using the app in a few clicks
How to Update Existing OpportunitiesExtendInsights Data Management | Learn how to update existing Opportunity via ExtendInsights
Create Vendor Payments to Settle Vendor Bills using ExtendInsightsExtendInsights Data Management | Learn how to create vendor payments
How to Manage Invoices via ExtendInsights NetSuiteExtendInsights Data Management | Learn how to manage existing invoice using the app
How to Create Invoices via ExtendInsights NetSuiteExtendInsights Data Management | Learn how to create an invoice using the app
FAQs
Frequently asked questions for ExtendInsights for Data Management NetSuite
FAQ: How to Default to Background UploadExtendInsights Data Management | Configure Background Upload as the default option
FAQ: How to Manage Records Using Multi-Select FieldsExtendInsights Data Management | Create and update NetSuite records with multi-select fields
How to Refresh Metadata in ExtendInsights (Fields, Picklists, and Customizations)ExtendInsights Data Management | Refresh custom fields, picklists, and ExtendInsights metadata
FAQ: ExtendInsights NetSuite Environment Color GuideExtendInsights Data Management | Quickly identify which environment you're working
FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Learn what you can access and manage from the Menu
FAQ: Real-Time vs Background UploadExtendInsights Data Management | Understand the two upload methods in ExtendInsights
Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | Common questions about the new version of the application
Why we're building the next generation of ExtendInsights for Excel Data Management NetSuiteExtendInsights Data Management | Why we built it, what’s new, and how to get started
The Interface: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Explore and understand the ExtendInsights workspace
ExtendInsights for Data Management NetSuite FeaturesExtendInsights Data Management | Learn about the features available in ExtendInsights
Feature Comparison: ExtendInsights Data Management – Legacy vs New VersionExtendInsights Data Management | Compare capabilities between the legacy and current version
FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn how to use the Cell Operations (picklist) panel
FAQ: Deprecation/Removal of Raw Download and Search JoinsExtendInsights Data Management |Some legacy capabilities are not included in the new version
FAQ: ExtendInsights Operations ExplainedExtendInsights Data Management | Know how ExtendInsights interacts with NetSuite when using templates
FAQ: How are workflows/scripts affected when updating or creating records using ExtendInsights Data Management?ExtendInsights Data Management | Learn how workflows/scripts affect when managing data using ExtendInsights
FAQ: Regional date formats with ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to work with date formats in regions other than the US
FAQ: Limitations with Matrix Items using ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn the limitations of managing matrix items
FAQ: Using a formula to remove the bracketed internal ID of a fieldExtendInsights Data Management | Building a pivot table or report off your data and don't want to see the [[nnnn]] referenced in the data?
FAQ: How to Assign SOAP Web Services Permission to a NetSuite RoleExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Override default settings such as batch sizes and warning behavior
FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally
FAQ: SOAP Web Services Endpoint (WSDL) Version Supported by ExtendInsights Data ManagementExtendInsights Data Management | What is the supported WSDL version of the app
FAQ: ExtendInsights for Data Management NetSuite usage metricsExtendInsights Data Management| Learn how to report on usage
FAQ: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade edition
FAQ: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | When and how to adjust browser cache and cookie settings
FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | How ExtendInsights handles queues, concurrency, and performance best practices
FAQ: Configuring ExtendInsights for Data Management NetSuite to Treat Warnings as ErrorsExtendInsights Data Management | Control how warnings are handled during uploads
Tips & Tricks
Tips & Tricks when using ExtendInsights Data Management
Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work fasterExtendInsights Data Management | Use macros to insert formulas or create templates for other repetitive tasks
Tips & Tricks: Tips to avoid overwriting the Amount value on a transactionExtendInsights Data Management | Prevent “line total not equal to price × quantity” issues
Tips & Tricks: Can I create and update records using External ID in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Using the External ID in ExtendInsights for Data Management
Tips & Tricks: How can I create a custom price for an item(s) using ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Creating a custom price using ExtendInsights
Troubleshooting
Experiencing difficulties? Take a look at the articles for step-by-step instructions on resolving them!
Troubleshooting: ExtendInsights Gets Stuck on the Login Screen in ExcelExtendInsights Data Management | Know what to do when you cannot login to ExtendInsights app
Troubleshooting: Excel Shows the Formula Instead of the Result (Formulas Not Calculating)ExtendInsights Data Management | Fix issues when your formulas are not working in Excel
Troubleshooting: Why aren't my custom fields displaying in ExtendInsights for Data Management NetSuite when trying to build a template?ExtendInsights Data Management | Fix missing custom fields when building templates
Troubleshooting: Issue with logging into ExtendInsights for NetSuiteExtendInsights Data Management | Resolve the license not found error upon login
Error: I have access to the field in NetSuite, but ExtendInsights still errors when I update itExtendInsights Data Management | Resolve read-only, an associated feature is disabled, the field is not available issue
Troubleshooting: How to Handle Locked Journal Entries in ExtendInsights for Data Management NetSuite?ExtendInsights Data Management | Learn the limitations and handling locked Journal Entries
Troubleshooting: How to Clear the App CacheExtendInsights Data Management | Fix loading issues, outdated data, or stuck screens
Troubleshooting: Does ExtendInsights for Data Management NetSuite support custom segments?ExtendInsights Data Management | Using NetSuite Custom Segments in ExtendInsights Templates