There are multiple ways to pull data from NetSuite using ExtendInsights from the Welcome screen. This will show you how to pull existing records using Saved Searches.

If you already have an existing template and want to download data from NetSuite to your ExtendInsights template, do the following:

Step 1: Start with a Template button should be ON, then click the Search and Download with Template button.

Step 2: Select the template you want to use on the template selection screen and click the Play button.

Step 3: Turn on the apply filters. You can reuse saved searches previously created or click the + sign to add a new saved search criteria to the list.

Step 4: Click Save and Download to stream data from NetSuite to your template using filters.

If you are new to ExtendInsights and want to pull a subset of data from NetSuite, you can use the Search and Download and start creating a template then pull records from NetSuite to Excel.

Step 1: Click the Search and Download button.

Step 2: Type or scroll to select the NetSuite Record or Transaction the template will be associated with. ExtendInsights Data Management even supports Custom Records. In the example below a template will be created for Vendor Bill.

Step 3: Select the fields you want to add to the Template. You can type in any part of the field name or scroll to locate it. Tick the box beside the name and hit Add fields to add them to the template,

To add more, click the + button on the panel.

Step 4: Load and save the template. Click Continue then Select Yes, note that loading the template will clear out any data that you have on your current worksheet. Turn on the Apply Filters button and select Using Rules.

Step 5: Create your data filter then Save. Click Download Data to stream down data using the data filter to your Excel template.