ExtendInsights for Data Management provides a modern, powerful Excel-based experience for creating, updating, and managing NetSuite data. The current version includes a redesigned interface, improved performance, flexible authentication, and expanded feature support.

This article highlights the key features available today.

What’s New in the Current Version

The latest version of ExtendInsights Data Management includes:

A new, sleek user interface
A brand-new login experience using federated identity
Login with Google support
Organization-level template sharing
Filters that travel with the workbook
A unified Saved Search and Filter experience
A redesigned Picklist (Cell Operations) panel
Theme support (Light, Dark, System)
Support for NetSuite 2024.1 WSDL
No restriction on the number of NetSuite accounts per user

Core Capabilities (Also Included)

In addition to the new features, ExtendInsights Data Management continues to support:

Custom transaction types
Real-time uploads
Background uploads
Multi-select field updates
Clearing (nulling) field values
Metadata customizations and workarounds

New Sleek UI

The ExtendInsights interface has been redesigned to be:

Faster and more responsive
Easier to navigate
Focused on common workflows

The layout helps users quickly find templates, filters, uploads, and settings.

Take a look here! 👀

ExtendInsights Federated Identity

ExtendInsights now uses federated identity for authentication.

What This Means

Users log in once using Microsoft 365 or Google
No need to sign out to switch NetSuite roles or accounts
Multiple NetSuite connections can be added and used seamlessly

This identity model is shared across ExtendInsights products and improves both security and usability.

Login Screen

NetSuite Connections

Login with Google

Users can log in using a Google account, which is especially helpful for organizations that do not use Microsoft 365.

This provides the same full functionality as a Microsoft-based login.

Sharing Templates Within the Organization

ExtendInsights supports Organization Templates, allowing users to:

Share templates across the team
Maintain consistent record structures
Reduce duplicate template creation

👉 Learn more in the Sharing Templates guide

Filters Travel with the Workbook

Filters are now saved with the workbook, not just the template.

This means:

Shared workbooks retain their filters
Other users can view, reuse, or edit those filters
Filters remain scoped to the correct record type

This significantly improves collaboration.

Improved Saved Search & Filter Experience

Saved Searches and user-created filters are now:

Presented in a single, unified interface
Easier to browse and apply
Designed to support future enhancements (such as layering filters on top of Saved Searches)

Improved Picklist (Cell Operations) Design

The Picklist panel has been redesigned to be:

Draggable and expandable
Easier to browse large value lists
Minimizable when not in use

Additional improvements include:

Easier clearing of field values
Clear options to:
- Set value to empty
- Select from the picklist

👉 Learn more about Picklists (Cell Operations)

Theme Support

Users can choose:

Light mode
Dark mode
System default

ExtendInsights also uses environment-aware colors to help prevent mistakes:

🔵 Production/Test Drive
🟢 Sandbox

This ensures users always know which NetSuite environment they’re working in.

Support for 2024.1 NetSuite WSDL

We have upgraded to the latest stable version of NetSuite WSDL i.e 2024.1 which would help users work with all new fields that have been exposed as part of 2024.1 release by NetSuite. Support for new records that were released as part of 2024.1 release will come soon as our team is working on testing their support. In the meantime, if there is any record type that you would like to work with which is not visible in the app, please send us a request. We would test that on priority and expose it.