FAQs
Frequently asked questions for ExtendInsights for Data Management NetSuite
27 articles
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