How-To's
Learn how to use ExtendInsights Data Managmement
29 articles
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!
- ExtendInsights Template Builder: Six Things Every Builder Should KnowA practical field guide to creating robust NetSuite record templates, from finding field IDs to avoiding the Excel cell format trap.
- Working with Templates: What are ExtendInsights Templates and how to build them?ExtendInsights Data Management | Learn what templates are and how to build them effectively
- Working with Templates: Managing your TemplatesExtendInsights Data Management | How to load, update, copy, share, and delete templates
- Working with Templates: Which NetSuite fields are required when building a ExtendInsights for Data Management template?ExtendInsights Data Management | How to determine required fields in NetSuite
- Working with Templates: How to identify header vs line-level fieldsExtendInsights Data Management | Confirm which fields you need when building a template
- 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: Creating Templates for NetSuite Custom Transaction TypesExtendInsights Data Management | How to build ExtendInsights Excel templates for custom transactions
- Working with Templates: Error NotificationsExtendInsights Data Management | Understand color-coded success, warning, and error messages
- Working with Templates: Using Picklists (Cell Operations)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
- Working with Templates: Sharing TemplatesExtendInsights Data Management | How to share templates with other users in your organization
- 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: How to Display NetSuite Field IDsExtendInsights Data Management | Enable NetSuite Field IDs to find the correct fields for the template builder
- Working with Templates: Deleting TemplatesExtendInsights Data Management | Learn how to delete ExtendInsights templates
- Working with Templates: Using Internal IDs in Picklist FieldsExtendInsights Data Management | Reference valid NetSuite values using internal IDs
- Working with Templates: Refreshing Picklist Values (Cell Operations)ExtendInsights Data Management | How to refresh cached picklist values
- 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
Retrieve Data
Pull records from NetSuite using Extendinsights Data Management
- Retrieve Data: Saved Search vs Data Filter vs Internal IDExtendInsights Data Management | Choosing the right way to retrieve NetSuite records
- Retrieve Data: How to Retrieve Existing Records from NetSuite Using Saved SearchesExtendInsights Data Management | Download NetSuite records into Excel using Saved Searches
- Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data FilterExtendInsights Data Management | Learn how to create data filter to retrieve records from NetSuite
- Retrieve Data: Using Global Filters Across Multiple WorkbooksExtendInsights Data Management | Access and reuse filters across workbooks, browsers, and devices
- Retrieve Data: Understanding which values are overwritten during refresh operation in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn how to retain formulas and values during the refresh operation
- Retrieve Data: Filtering Records by Fields with No ValueExtendInsights Data Management | How to retrieve records where a field is blank or null
- Retrieve Data: How to Retrieve Records Using NetSuite Internal IDsExtendInsights Data Management | Download specific NetSuite records by Internal ID
- Manage Records: How to Create Records using ExtendInsights Data ManagementExtendInsights Data Management | Learn the different ways to create NetSuite records using templates
- Manage Records: How to Update One Row, Multiple Rows, or All RowsExtendInsights Data Management | Control how many rows are upserted from Excel to NetSuite
- Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | How to delete entire records or remove lines from existing records
- Manage Records: Background Upload in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | How Background Upload works and when to use it
- Manage Records: Updating Selected Lines Without Losing DataExtendInsights Data Management | Use replaceAll to update only specific lines on a transaction