ExtendInsights follows the requirements and defaults of the NetSuite form used for the record. If you don’t select a custom form, NetSuite uses the default form.
Check the NetSuite form
In NetSuite, open a blank new record of the type you’re working with.
Select the form you plan to use, if applicable.
Enter a value in the Entity field and press Tab to display any additional fields.
Fields marked with an asterisk (*) are required:
Asterisk and empty field: You must provide a value in your template.
Asterisk and prefilled value: The form provides a default. You can leave the field empty in Excel, and NetSuite will apply the default during upload.
Leaving fields empty when you want NetSuite to use its defaults can keep your template simpler.
Need Help?
If you have questions about managing templates:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the template name and NetSuite environment when contacting Support.