Connect to NetSuite
To connect ExtendInsights to NetSuite follow the steps below or watch the video.
For complete login instructions:
1. Open ExtendInsights, from the list of data sources select NetSuite.
| 2. You will be prompted to login with either your Microsoft or Google account. Once you login with Microsoft or Google, your existing ExtendInsights NetSuite license will be mapped to your Microsoft or Google ID.
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3. Enter your NetSuite Account ID.
NetSuite Account Number | 4. Enter your NetSuite credentials. Select the role you want to log in with and hit Allow.
Once you're logged in, the color of your ExtendInsights panel will indicate the NetSuite environment you're connected to: π΅ Blue β for Production π’ Green β Test Drive
Click here to learn more. |
Next Steps
Learn how to download your data using ExtendInsights filters and scheduling options.
Discover how to create, update, or delete NetSuite records with ExtendInsights.
Explore how to analyze your data β from basic pivot tables to advanced dashboards.