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ExtendInsights for Data Management NetSuite
ExtendInsights for Data Management NetSuite

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112 articles
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 l Guides and resources to ensure you are setup for success
End-User: Logging into ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How to login
End-User: Getting Started Guide for ExtendInsights Data ManagementExtendInsights Data Management | End-User Getting Started Guide
End-User: Install ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to install ExtendInsights
Best Practices for ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn about the best practices when the application
Settings: Upgrading from ExtendInsights for Data Management NetSuite Personal Edition to EnterpriseExtendInsights Data Management | Learn how to upgrade editions
Settings: Recommended Cache & Cookie Settings for ExtendInsights Data ManagementExtendInsights Data Management | It is recommended that the Cache and Cookie settings be updated as described in this article
FAQ: Maximizing ExtendInsights for Data Management NetSuite PerformanceExtendInsights Data Management | Learn how ExtendInsights handles queues, concurrency limits, and best practices for maximizing performance
FAQ: Configuring ExtendInsights for Data Management NetSuite to treat warnings as errorsExtendInsights Data Management | How to configure ExtendInsights to treat warnings as errors
FAQ: Templates not available when trying out ExtendInsights Excel AppExtendInsights Data Management | Where are my templates
Learn How To Get Support For ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Can't find what you are looking for? Learn how to get more support here
ExtendInsights for Data Management NetSuite Go Live Checklist and End-user GuidelinesExtendInsights Data Management | Go Live checklist and End-User Guidelines
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

Frequently Asked Questions about the ExtendInsights Data ManagementExtendInsights Data Management | See frequently asked questions about the new version of the application
FAQ: How to Default to Background UploadExtendInsights Data Management | Learn how to default to Background upload
FAQ: How to manage records using Multi-Select FieldExtendInsights Data Management | Learn how to create and update records for multi-selct field
FAQ: How to Refresh MetadataExtendInsights Data Management | This article will show you different ways to refresh your custom fields and picklist values
FAQ: Determine the NetSuite connection you have for ExtendInsights Data ManagementExtendInsights Data Management | Know when you are connected to NetSuite Production, Test Drive or Sandbox
FAQ: Understanding ExtendInsights Data Management Menu OptionsExtendInsights Data Management | Know the different setting and options you can do when going to the Menu
FAQ: Real-time and Background UploadExtendInsights Data Management | Learn the two methods of upload using ExtendInsights
Why we're building the next generation of ExtendInsights for Excel Data Management NetSuiteExtendInsights Data Management | Learn why we're building it, what's new, and how to install it
Product Overview: ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Know what our product is all about
The Interface - ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Experience the new ExtendInsights interface
New Features! ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn about the new features
Feature Comparison Table: ExtendInsights Data Management Legacy vs New versionExtendInsights Data Management | See comparison chart of the differences between legacy and production version
ExtendInsights for Data Management NetSuite RoadmapExtendInsights Data Management | Learn about what we're considering building, what we're building now, and what was recently released
FAQ: Picklist Selection - Cell OperationsExtendInsights Data Management | Learn more about the new design in using cell operations panel
FAQ: Deprecation/Removal of Raw download and Search JoinsExtendInsights Data Management | Some features not included in the new version
FAQ: Does ExtendInsights for Data Management NetSuite support custom segments?ExtendInsights Data Management | Use Custom Segments with ExtendInsights
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 Role?ExtendInsights Data Management | SOAP Web Services must be enabled for ExtendInsights app to function properly
How to obtain Web Service Logs and Global Search LogsLearn how to retrieve log files and send them to support
FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settingsExtendInsights Data Management | Learn how to override default settings such as custom batch sizes and treat warnings as errors
FAQ: Global Setting for Selected RowsExtendInsights Data Management | Selected rows options can be turned on or off globally