Before you can use ExtendInsights with NetSuite, you'll need to authenticate your account.
Choose the guide that matches your licensed application:
Data Management – Connect to NetSuite for Data Management
Analytics – Connect to NetSuite for Analytics
These guides include:
Authentication steps
Required NetSuite permissions
Supported login methods
Troubleshooting common login issues
Already Connected?
After connecting successfully, the ExtendInsights panel indicates your NetSuite environment:
🔵 Blue — Production/Test Drive
🟢 Green — Sandbox
Next Steps
After connecting, you can:
Download data into Excel using ExtendInsights Analytics.
Explore how to analyze your data — from basic pivot tables to advanced dashboards.
Schedule automatic data refreshes.
Create, update, or delete records (Data Management only).