The Menu page lets you view upload status, switch NetSuite roles and environments, access personal, shared, or pre-built templates and more.

If you have different data sources, you that you want to establish connection you can switch different platforms.

This will show the logs of data sent to NetSuite. You will see current and historical uploads over time and know when the job has completed its processing.

When there is a job in the queue, you will see the Check Status button and it will direct you to the Upload Status page too.

You can use these pre-built templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they will be visible under the My Templates section.

ExtendInsights Data Management supports Organization templates. Templates saved as organization templates are automatically available to all licensed users in your org. Learn more about it here.

Templates you create from scratch or customize from pre-built options are saved here for easy access across any worksheet. Explore the available options to manage and organize your templates.

This view displays the different roles and environments connected to the ExtendInsights application. In this new version, switching between accounts or roles is now easier than ever.

Click Add to connect additional NetSuite connection or other data source.

Check out the guide for steps on adding or switching NetSuite connections.

This view displays additional connections you've established using other platforms, such as:

In the Settings section, you can enable options such as Background Upload and Use Selected Rows Only to customize how your data is uploaded.

If you're using ExtendInsights Analytics, you’ll also see the status of your Microsoft grant for scheduling purposes.

Background Upload is recommended for large data sets. Once activated, the records will be pushed to NetSuite in one go and will be put in the processing queue. You can move to other sheets or upload jobs simultaneously when using this feature.

To learn more about Background Upload, go to this link.

We have added a global setting called Use selected rows only in Settings which you can access from the left menu of the app. Once turned on or off, all the data operations would take this setting as the default for all data operations.

Step 1: Click the Menu Options > Settings

Step 2: Use Selected Rows Only (toggle on or off)

See also this article to learn more.