You can create leads and prospects in NetSuite from Excel using ExtendInsights Data Management. Build a template for the Customer record type, then set Entity Status to determine whether each record is created as a lead or prospect.
Video Walkthrough
Watch the video for a walkthrough.
Prepare the Customer Template
Before building the template, review the NetSuite form and identify the fields required for your account.
In the NetSuite Classic interface, go to Lists → Relationships → Leads → New.
In the ExtendInsights template builder, select the Customer record type. A template may include:
Field | Notes |
Custom Form | Optional. Select the form to use for the record. |
Subsidiary | Required for NetSuite OneWorld accounts. |
Is Person | Set to TRUE to create the record as an individual. |
Company Name | Enter the company name when creating a company record. |
First Name | Enter the person’s first name. |
Last Name | Enter the person’s last name. |
Entity Status | Required. Set the status to create the record as a lead or prospect. |
NetSuite Administrator: Grant the Customer Status Permission
The NetSuite role assigned to the user must have permission to access the Customer Status field.
In NetSuite, go to Setup → Users/Roles → Manage Roles.
Edit the role assigned to the ExtendInsights user.
Under Permissions → Setup, add Customer Status and set the permission level to at least View.
Without this permission, the user may see the following error:
Permission violation: You need the 'Customer Status' permission to access this page.
Create Lead or Prospect Records
1. Enter the Record Details
Enter values directly into the ExtendInsights template, or copy and paste them from another source. Make sure the source data matches the template’s structure and field types.
2. Set Entity Status
Choose the status that will determine whether the record is created as a lead or prospect. Entity Status is a list-type field. You can enter a value in any of these ways:
Type enough of the status name for ExtendInsights to look it up.
Enter the status’s NetSuite Internal ID wrapped in double brackets, for example
[[123]].Select a value from Cell Operations in the ExtendInsights panel.
💡 Note: If Entity Status is not included in the template, the record will be created as a customer.
3. Upload the Records
When the template is ready, click Upload to NetSuite, then click Upload Records.