How-To's
Learn how to use ExtendInsights Data Managmement
31 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 KnowExtendInsights Data Management | Build reliable NetSuite templates in Excel
- 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?ExtendInsights Data Management | Identify required fields when building a template
- Working with Templates: Identify Header and Line-Level FieldsExtendInsights Data Management | Choose the right fields for your template
- Working with Templates: Find 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 Cell Operations(Picklist)ExtendInsights Data Management | Use enhanced picklists to select valid NetSuite values
- Working with Templates: Sharing TemplatesExtendInsights Data Management | Share and manage templates across 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 | Delete personal and organization 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 | Refresh cached NetSuite picklist values
- Working with Templates: Renaming Field Names in an ExtendInsights TableExtendInsights Data Management | How to rename column headers in Excel
- Working with Templates: Rearrange Fields in a TemplateExtendInsights Data Management | Reorder fields in the Template Builder
- Working with Templates: How to Find NetSuite Field IDs Using TeknuroExtendInsights Data Management | Display NetSuite Field IDs when building templates
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 | Create rules to retrieve NetSuite records in Excel
- Retrieve Data: Using Global Filters Across Multiple WorkbooksExtendInsights Data Management | Access and reuse filters across workbooks, browsers, and devices
- Retrieve Data: What Happens to Unbound Values During a Reload?ExtendInsights Data Management | Understand how reloads affect values and formulas in unbound columns
- Retrieve Data: Filter Records by Fields With No ValueExtendInsights Data Management | 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 | Create NetSuite records from Excel using templates
- Manage Records: How to Update One Record, Multiple Records, or All RecordsExtendInsights Data Management | Choose which Excel rows to upload to NetSuite
- Manage Records: Updating Records via ExtendInsights Data ManagementExtendInsights Data Management | Download, update, and upload NetSuite records from Excel
- Manage Records: Deleting Records via ExtendInsights Data ManagementExtendInsights Data Management | Delete NetSuite records or remove lines from existing records
- Manage Records: Background Upload in ExtendInsights for Data Management NetSuiteExtendInsights Data Management | Learn 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