Logging in for the first time consists of a few steps. Click here to learn more about the ExtendInsights Login Prerequisites.
Any questions in mind? See the list of frequently asked questions.
How to Login
Step 1: From ExtendInsights welcome screen, select NetSuite.
Step 2: You will be prompted to login with either your Microsoft or Google account. Once you login with Microsoft or Google, your existing ExtendInsights for Data Management NetSuite license will be mapped to your Microsoft or Google ID.
💡 Note:
Once you login with your Microsoft account, you won't be asked to login again unless you clear cache or you are trying to load the app in a different browser. Please make sure you login with same ID in all environments as your license is only tied to one ID, not both.
Step 2: Enter your NetSuite Account ID.
NetSuite Account Number
In order to use the login flow, you will need your NetSuite Account Number. This can be located in the URL while you are logged into NetSuite in a browser. Learn how to find your NetSuite account ID here.
Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.
💡 Note: You will also be required to enter your NetSuite username and password. If you received an error here, it generally means your account does not have proper permissions. Ask your Admin to review the prerequisites here in our help center.
Once you're logged in, the color of your ExtendInsights panel will indicate the NetSuite environment you're connected to:
🔵 Blue – for Production
🟠 Orange – for Sandbox
🟢 Green – Test Drive
Click here to learn more.
Adding/Switching NetSuite Connections
If you have a sandbox and production NetSuite environment or have different roles in NetSuite, You can easily add a connection and switch between roles or NetSuite environments without logging off.
Step 1: Go to Menu > Connections and select NetSuite Connections.
Step 2: Click Add then enter your NetSuite account ID and click Connect to NetSuite.
Learn how to find your NetSuite account ID here.
Step 3: Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.
Step 4: Click Yes. Now, you have a new connection in ExtendInsights.
Remove NetSuite Connections
Remove NetSuite connections that you no longer need. To do that, do the following:
Step 1: Go to Menu> Connections and select NetSuite Connections.
Step 2: Hover on the connection you want to remove and click the Delete.
