ExtendInsights for Data Management is now running on the NextGen version. This article answers common questions about the current experience, login behavior, licensing, and what changed from the legacy version.

Current State: What Users Should Know

The Legacy / SmartClient version is fully deprecated
NextGen is the only supported version
All users now access ExtendInsights through the NextGen Excel add-in
Templates and data were migrated automatically during the transition

Upgrade Timeline & Key Dates

The following milestones outline the transition from the legacy version to NextGen:

Date	Activity
February 13, 2024	Users to Start Upgrading to NextGen. Admins can opt for Bulk Migration as well if they want to do it for all users at once.
March 11, 2024	Legacy version of ExtendInsights forData Management NetSuite add-in would be deprecated. Only option they would see in Legacy version is to Upgrade to new version.
March 31, 2024	Deprecate Legacy SmartClient version
May 3, 2024	Last day for users to upgrade to new version.
May 4-5, 2024	We would auto-upgrade remaining users using their NetSuite email during migration.
May 6, 2024	Users would have access to the NextGen version only. You would receive an update to your add in from Microsoft. You can accept and update the add in.

FAQs

🔵 What is ExtendInsights for Data Management NextGen?

NextGen is the current and supported version of ExtendInsights for Data Management (NetSuite). It provides:
- A modern, streamlined user interface
- Improved performance and usability
- All features from the legacy version
- Additional capabilities that were previously limited to Classic/SmartClient

🔵 Can I still access the legacy version?

No.
The legacy (SmartClient) version has been fully deprecated and is no longer accessible. All users now work exclusively in NextGen.

🔵 What happened to my templates during the upgrade?

All templates from the legacy version were:
- Automatically migrated to NextGen
- Preserved under the same NetSuite account
- Available as personal or organization templates (based on prior sharing)
No manual migration is required.

🔵 Do I need a new license to use NextGen?

No.
NextGen uses your existing ExtendInsights Data Management license.
When you first logged in to NextGen using your Microsoft or Google account, your license was automatically mapped.

🔵 What if I chose the wrong Microsoft or Google account?

Your resolution depends on your edition:
- Personal Edition
  Contact Support via chat or email.
- Enterprise / Partner Edition
  Ask your admin to update your licensed email in the ExtendInsights subscription portal.

🔵 What are the key differences between NextGen and Legacy?

NextGen includes:
- Improved UX and navigation
- Better performance for large uploads
- Advanced features previously limited to Classic, including:
- Pricing Matrix updates
- Advanced Bin Management
All legacy functionality is supported in NextGen.

To learn more about this release, visit this article!

🔵 Why does login require Microsoft or Google now?

NextGen uses Microsoft or Google identity for authentication instead of NetSuite credentials.

This provides:
- More secure authentication
- Easier role and environment switching
- Support for users without Microsoft 365 (via Google login)

🔵 Can I switch between Microsoft and Google login?

No.
Your license is mapped to one identity only.
If you originally logged in with Microsoft, continue using Microsoft.
If you originally logged in with Google, continue using Google.
Using a different login method may trigger a trial screen.

🔵 I see a trial screen but I have an active subscription. Why?

This typically happens when:
- You logged in with a different identity than the one originally used
- You switched browsers or cleared cache and selected a different login option
Use the same login method you originally chose. If the issue persists, Support can help remap your license.